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    Exclsuive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
    Jul 16, 17:49
    Apple price hikes raises questions for device upgrade timing
    Jul 16, 17:49
    Commentary: ASML's race to catch u p shows AI's real bottleneck isn't chips — it's cleanrooms
    Jul 16, 17:49
    China reveals first official commercial space member list, backing mature players and NTN chain
    Jul 16, 17:49
    NEWS TAGGED CAPACITY
    Friday 17 July 2026
    Ubiqconn raises North America output as June sales rebound
    Ubiqconn Technology said its North America localization strategy was gaining traction in June 2026, with its US subsidiary contributing more revenue and becoming a larger base for...
    Friday 17 July 2026
    EU lags in critical raw materials as AI, EV and SDV demand rises
    Europe's push for supply-chain security is lagging as AI, software-defined vehicles, and electric vehicles drive demand for critical minerals and local production. For readers worldwide,...
    Friday 17 July 2026
    China auto sales slump deepens as exports face rising trade scrutiny
    China's passenger vehicle market posted its sharpest slowdown in years in the first half of 2026, with private passenger car sales falling 20% year on year, according to the China...
    Friday 17 July 2026
    AI-driven chip price increases put automakers on alert as shortages stay limited
    Semiconductor suppliers have begun rolling out one to two rounds of price increases and tighter allocations in the first half of 2026 as demand from GenAI, geopolitical tensions and...
    Friday 17 July 2026
    Memory shortages deepen as suppliers turn to long-term contracts

    Memory shortages are rippling through global electronics supply chains, as tightening supply in DRAM and NAND pushes manufacturers...

    Friday 17 July 2026
    SOFC gains traction in AI data centers, opening three paths for Taiwan suppliers
    As AI ushers in an era in which computing capacity increasingly translates directly into power demand, energy has become the foundational layer of the "five-layer cake" framework outlined...
    Friday 17 July 2026
    US EV market steadies after federal tax credits expire as prices and charging remain hurdles
    The US electric vehicle market showed signs of stabilizing in the second quarter of 2026 after federal clean-vehicle tax credits expired in September 2025, although sales remained...
    Friday 17 July 2026
    Memory suppliers push prices higher as Apple and automakers face tighter supply
    Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
    Thursday 16 July 2026
    Taiwan OSATs expand non-China capacity with US and SEA push
    As the global AI boom drives up demand for semiconductor packaging and testing, Taiwan's OSAT players are accelerating overseas capacity expansion beyond their home market and China...
    Thursday 16 July 2026
    TSMC boosts US investment by US$100B as C.C. Wei outlines long-term capacity planning with customers

    To address structural long-term growth in semiconductor demand, TSMC chairman C.C. Wei said the company works closely with customers...

    Thursday 16 July 2026
    Beyond AI: Resilient consumer demand widens semiconductor supply crunch
    Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
    Thursday 16 July 2026
    CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close
    The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...
    Thursday 16 July 2026
    Commentary: Chip lead times extend as cloud AI squeezes capacity
    Reports of longer chip lead times have been mounting. ADI has notified customers that, as recovering demand tightens supply, lead times for some analog chip products have stretched...
    Thursday 16 July 2026
    ASML's rumored move to raise lithography prices sets up rare clash with TSMC as AI hands toolmakers pricing power
    An AI-fueled earnings beat has emboldened ASML to do something it rarely does: raise prices on the lithography machines that are essential to making advanced chips. That plan is now...
    Thursday 16 July 2026
    Exclusive: Advanced packaging outpaces front-end growth while NPO paves way for commercial CPO
    Generative AI is accelerating demand for computing power, memory and data bandwidth, shifting semiconductor innovation beyond front-end processes toward advanced packaging, silicon...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul