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    Fortune Electric, Nan Ya target opportunities in import-oriented US transformer market
    43min ago
    Jabil invests in semiconductor power systems, expanding chipmaking footprint
    44min ago
    Weekly research roundup: EV market splits and edge AI foundry war
    44min ago
    NEWS TAGGED DEMAND
    Wednesday 21 January 2026
    Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
    Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
    Wednesday 21 January 2026
    Asia Optical bets on humanoid robots as its next growth engine

    Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen...

    Wednesday 21 January 2026
    Nvidia challenges Apple's longtime TSMC priority

    Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

    Wednesday 21 January 2026
    Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
    The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
    Tuesday 20 January 2026
    PowerTech and ChipMOS report robust November profits amid strong memory demand
    Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector...
    Tuesday 20 January 2026
    ASM International reports stronger orders as China's demand rebounds

    ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand...

    Tuesday 20 January 2026
    CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
    As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
    Tuesday 20 January 2026
    Taiwanese PMIC makers see stable demand in industrial, automotive sectors as global focus shifts
    Demand for power management integrated circuits (PMICs) from Taiwanese manufacturers is showing signs of stabilization, particularly in cloud AI servers, industrial control, and automotive...
    Tuesday 20 January 2026
    Micron's DRAM licensing to Powerchip reshapes DDR4 supply
    After more than two months of negotiations, Micron has signed an exclusive letter of intent (LOI) with Powerchip, agreeing to acquire the latter's 12-inch wafer fab (P5) in Tongluo,...
    Tuesday 20 January 2026
    Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
    Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
    Tuesday 20 January 2026
    AI server power architecture upgrade drives structural growth in power connector industry
    As AI chip generations advance rapidly, power demands in data and compute centers are driving a fundamental shift in power supply design from single power supply units (PSUs) to system-level...
    Tuesday 20 January 2026
    China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain
    China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
    Tuesday 20 January 2026
    Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
    China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
    Monday 19 January 2026
    SSD controllers face five challenges as NAND shortage drives sky-high prices
    NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
    1/177 pages
    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
    DEEPX Unveils Vision as a Physical AI Infrastructure Company at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook