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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    Jan 22, 18:32
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    Jan 22, 18:32
    Samsung's Taylor fab reportedly orders South-Korean-made EUV pellicle equipment
    Jan 22, 18:31
    Taiwanese firms remain cautious amid AI bubble debate
    Jan 22, 18:31
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    Jan 22, 18:31
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    Jan 22, 18:30
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    Jan 22, 18:30
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    Jan 22, 18:30
    NEWS TAGGED DEMAND
    Thursday 22 January 2026
    China rolls out trade-in subsidies again to support ICT device sales
    Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...
    Thursday 22 January 2026
    OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows
    OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in...
    Thursday 22 January 2026
    AI PC battle heats up as Nvidia and MediaTek join forces
    Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...
    Thursday 22 January 2026
    Nvidia overtakes Apple as TSMC's largest customer

    Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

    Thursday 22 January 2026
    Kioxia warns of tight NAND supply through 2027

    Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

    Thursday 22 January 2026
    GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible
    On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...
    Thursday 22 January 2026
    GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
    GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...
    Thursday 22 January 2026
    Chinese AI chipmakers face mixed reactions to Nvidia H200 block
    The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...
    Thursday 22 January 2026
    EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
    Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...
    Thursday 22 January 2026
    PSMC to upgrade DRAM processes as demand strengthens

    Following its announcement to sell the Tongluo fab to Micron Technology, Powerchip Semiconductor Manufacturing (PSMC) provided an update...

    Thursday 22 January 2026
    EMS watch: Taiwanese EMS/ODMs dominate global rankings as 2025 revenue set to surge, DIGITIMES estimates
    Taiwanese electronics manufacturing services (EMS) and original design manufacturing (ODM) companies continue to dominate the global industry, with combined revenues of the world's...
    Thursday 22 January 2026
    SAS chair warns challenges ahead for Taiwan-US industries, unveils new wafer and green energy strategy
    Sino-American Silicon Products (SAS) chairwoman Doris Hsu emphasized power supply issues affecting Taiwan-US industry expansion, including Taiwan's green energy shortages and US AI...
    Thursday 22 January 2026
    Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
    2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
    Thursday 22 January 2026
    EMS watch: The year AI servers broke the EMS rankings
    The global electronics manufacturing services (EMS) and original design manufacturing (ODM) sector posted significant revenue growth in 2025, fueled primarily by expanding generative...
    Thursday 22 January 2026
    Nanya expects memory shortage through 1H27 amid surging demand
    Strong memory demand propelled Nanya's profits to soar in the fourth quarter of 2025, with president Pei-Ing Lee highlighting sustained AI and general server needs driving a robust...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook