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    NEWS TAGGED COMPONENT
    Monday 11 May 2026
    AI inference boom fuels memory race, with Samsung in pursuit
    AI-driven demand and new product cycles are accelerating competition among major memory makers, creating pressure across storage and component supply chains. Production is running...
    Monday 11 May 2026
    DaoAI Brings Agentic AI to AOI with Feature Cognition Inspection at Its Core

    As global manufacturing accelerates its smart-factory transition, computer vision is taking on an increasingly critical role in industrial quality inspection. Canadian...

    Saturday 9 May 2026
    Wiwynn shifts memory purchases as component costs pressure ODM margins
    Rising prices for key components, including memory and processors, are increasing working-capital pressure on server original design manufacturers (ODMs) while also weighing on gross...
    Thursday 7 May 2026
    Advantech warns supply constraints will temper near-term growth despite strong order momentum
    Advantech reported sharply accelerated first-quarter 2026 order momentum but cautioned that tight component supply and rising material costs will constrain its near-term outlook, even...
    Thursday 7 May 2026
    Nvidia, AMD and Intel starve the PC market to feed the AI boom
    The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Thursday 7 May 2026
    Memory hikes slow telecom orders, but network chipmakers stay upbeat
    Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
    Tuesday 5 May 2026
    Memory price hikes push smartphone shipments down more sharply than notebooks
    Rising memory prices have squeezed handset demand and are expected to widen the gap between smartphone and notebook shipment declines in 2026, according to industry reports. Global...
    Monday 4 May 2026
    Yageo's Pierre Chen says AI hardware boom is lifting passive component demand

    Yageo chairman Pierre Chen said the rise of AI applications is driving stronger demand not only for advanced semiconductors and memory,...

    Sunday 3 May 2026
    Taiwanese makers chip in as LEO satellite launches reshape global supply chains
    The rapid rise in low Earth orbit satellite launches is reshaping global supply chains, opening opportunities — and risks — for Taiwanese component makers in connectors,...
    Sunday 3 May 2026
    Taiwan quartz makers target LEO satellite boom by 2027
    As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
    Thursday 30 April 2026
    Taiwan drones enter Ukraine battlefield, transport model drives global market expansion
    Taiwan's expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat...
    Tuesday 28 April 2026
    Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
    Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
    Monday 27 April 2026
    Foxconn's 48% export surge cements India's role in Apple's supply chain
    India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
    Thursday 23 April 2026
    Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
    Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook