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    Strong CSP investment spurs AI data center growth and boosts component shipments
    4min ago
    Chinese TV brands surpass South Korean rivals with TCL nearing Samsung's market share
    Feb 10, 18:22
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    Feb 10, 18:11
    NEWS TAGGED CAPACITY
    Wednesday 11 February 2026
    South Korean IC designers face year-long packaging delays
    Surging demand for artificial intelligence servers and high-performance computing (HPC) has tightened capacity across the semiconductor supply chain. For many small South Korean communications...
    Wednesday 11 February 2026
    SMIC follow-up: dissecting the AI memory cycle behind capacity shifts and margin risk
    China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
    Wednesday 11 February 2026
    Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
    Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...
    Wednesday 11 February 2026
    Memory squeeze from AI demand threatens industrial PC margins and delivery timelines
    The expansion of computing power driven by generative AI has repositioned memory as a critical resource, with data centers and AI servers redefining its value and leaving industrial...
    Wednesday 11 February 2026
    DIGITIMES Insight: Intel 14A delays expose cracks in AI infrastructure expectations
    Intel's 14A process node has become a focal point for the semiconductor industry, with market observers viewing it as a critical test of the company's manufacturing resurgence strategy...
    Tuesday 10 February 2026
    Vanguard sees modest recovery as capacity use rises in early 2026

    Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

    Tuesday 10 February 2026
    US plans chip tariff breaks for tech giants tied to TSMC's US expansion
    The Trump administration is preparing to spare major US technology companies from a new round of semiconductor tariffs as they expand data center capacity to support the artificial...
    Tuesday 10 February 2026
    TSMC posts 36.8% sales surge in January 2026 on strong AI demand

    Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

    Tuesday 10 February 2026
    Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC
    Amkor Technology is accelerating its global expansion, projecting 2026 capex between US$2.5 billion and US$3 billion. This plan emphasizes significant facility construction, including...
    Tuesday 10 February 2026
    Exclusive: China's TOPCon solar in survival mode as it faces overcapacity and rising costs
    Technological iteration is supposed to symbolize progress. Yet N-type (Tunnel Oxide Oxide Passivated Contact) TOPCon technology, which has been in commercial deployment for only about...
    Monday 9 February 2026
    Samsung boosts HBM4 DRAM investment to secure market leadership
    Samsung Electronics is set to begin mass production of the world's first sixth-generation high-bandwidth memory (HBM4) chips later in February 2026, marking a major milestone in the...
    Monday 9 February 2026
    North American clients drive 2026 growth as CHPT targets quarterly gains
    Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger...
    Monday 9 February 2026
    MediaTek to be early adopter of TSMC 2nm, A14 processes, focuses on boosting AI computing power
    MediaTek president and chief operating officer Joe Chen stated that artificial intelligence (AI) computing is shifting from training to inference applications, with rapid growth expected...
    Monday 9 February 2026
    AI spending spree threatens big tech cash flows
    A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
    Monday 9 February 2026
    Musk flags manufacturing bottlenecks, floats 'TeraFab' as chip supply strains
    Elon Musk said the rapid expansion of artificial intelligence is running up against hard limits in global manufacturing capacity, as chip production, power equipment and industrial...
    1/59 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook