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    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    May 26, 18:10
    Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
    May 26, 18:10
    Huawei’sTau Law breath new air into China's advanced packaging
    May 26, 17:50
    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
    May 26, 17:50
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    May 26, 17:50
    Google and Blackstone form AI cloud venture to commercialize TPU capacity
    May 26, 17:50
    Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications
    May 26, 17:50
    Intel 18A yield gains raise pressure on Samsung foundry
    May 26, 17:50
    NEWS TAGGED CAPACITY
    Tuesday 26 May 2026
    Samsung's reported 900-layer V-NAND prototype puts NAND race with YMTC in focus
    The race to dominate next-generation NAND flash memory has long been measured in layers — and Samsung Electronics appears to be pulling ahead. The South Korean chipmaker has...
    Tuesday 26 May 2026
    Wiwynn expands US capacity as AI server boom strains power and supply chains

    Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

    Tuesday 26 May 2026
    AMD and Nvidia deepen investments in Taiwan semiconductor ecosystem

    When AMD CEO Lisa Su arrived in Taiwan on May 20, she announced plans to invest more than US$10 billion with local supply-chain partners...

    Tuesday 26 May 2026
    Win Semiconductors bets on optical and satellite communications growth
    Facing expanding opportunities in both optical communications and satellite connectivity, Dennis Chen, chairman of Win Semiconductors, said the company is actively advancing a range...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Tuesday 26 May 2026
    GlobalWafers rolls out phased GaN capacity expansion to ease supply crunch
    Following GlobalWafers' shareholders' meeting on May 25, Chairperson Doris Hsu stated that the company's core compound semiconductor business, gallium nitride (GaN), is addressing...
    Tuesday 26 May 2026
    Commentary: Stellantis' capital shift signals quiet reshaping of Europe's auto industry

    In recent weeks, Stellantis, one of the world's five largest automakers, unveiled an ambitious five-year plan titled

    Tuesday 26 May 2026
    GlobalWafers to increase prices, targets 4Q26 shipments for square wafers, Asia capacity fully booked
    GlobalWafers held its shareholders' meeting on May 25, where CEO Doris Hsu stated that the semiconductor market in 2026 has gradually moved beyond 2025's two extremes, when only AI...
    Tuesday 26 May 2026
    Taiwan MLCC makers plug into AI server demand
    AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
    Tuesday 26 May 2026
    TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
    TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million...
    Monday 25 May 2026
    Micron maps out HBM roadmap with 2027 HBM4E debut and custom AI memory designs
    Micron Technology said persistent supply constraints and accelerating AI demand are shaping its long-term technology roadmap, with 1-gamma DRAM, G9 NAND, and next-generation HBM products...
    Monday 25 May 2026
    Lam Research CEO: New fabs alone will not solve chip bottlenecks
    Lam Research CEO Tim Archer said artificial intelligence and robotics can help chipmakers improve fab productivity as the semiconductor industry faces memory capacity constraints,...
    Monday 25 May 2026
    Geopolitics and AI push US energy storage to record-breaking quarter
    The US energy storage industry achieved its most successful first quarter of 2026 to date, driven by surging AI computing demands and growing concerns over fossil fuel reliability...
    Monday 25 May 2026
    Nan Pao joint venture nears full capacity as semiconductor demand rises

    Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced...

    Monday 25 May 2026
    Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
    Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook