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    Sporton posts six-quarter high profit as FCC rule changes boost Taiwan testing demand
    1min ago
    Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
    6min ago
    From chips to telecoms, South Korea faces an AI-era labor reckoning
    33min ago
    ByteDance's Doubao tests paid AI tiers to challenge ChatGPT subscriptions
    36min ago
    Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
    38min ago
    Innodisk tops 2025 full-year revenue in first four months of 2026
    39min ago
    Micron launches 245TB 6600 ION SSD targeting AI data center density
    41min ago
    Taiwan delays in gas plants drive push for energy storage and virtual power plants
    48min ago
    Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
    56min ago
    Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
    58min ago
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    NEWS TAGGED DEMAND
    Thursday 7 May 2026
    MetaAge posts 27% revenue increase as AI demand boosts server shipments
    MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
    Thursday 7 May 2026
    Transcom sees overseas defense orders drive revenue and production into 2026
    Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
    Thursday 7 May 2026
    Inventec sees strong NB and server demand but warns of component-driven margin pressure
    Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
    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
    China token prices rise while US hyperscalers flood AI infrastructure
    Generative AI demand is intensifying the global race for computing power, widening the gap between China and the US in AI infrastructure investment. Yet while US hyperscalers continue...
    Thursday 7 May 2026
    Anthropic raises Claude usage limits with SpaceX compute deal
    Anthropic announced immediate increases to Claude service limits following a compute partnership with SpaceX that will deliver over 300 megawatts of new capacity within the month.
    Thursday 7 May 2026
    Arm's licensing surge masks smartphone market slowdown
    Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
    Thursday 7 May 2026
    Taiwan component maker Fositek rides AI server cooling demand
    Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
    Thursday 7 May 2026
    Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
    Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...
    Thursday 7 May 2026
    As AI expands, broadband upgrades fuel growth at Sercomm

    Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

    Thursday 7 May 2026
    Supply chain walks pricing tightrope as AI demand lifts costs

    The rapid spread of generative AI applications and rising demand for computing power have pushed global data center construction into...

    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...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
    Thursday 7 May 2026
    Research Insight: AI memory boom squeezes automotive supply, driving costs higher
    Autonomous driving and smart cockpit technologies are pushing vehicles to demand far more computing power and data processing. Memory has become a critical component in automotive...
    Wednesday 6 May 2026
    Hyundai's robot ecosystem strategy rejects all-purpose humanoids in favor of application-specific products
    Robots have become a main focus for Hyundai Motor Group, with continued investments in research and development as part of its strategy for the future. However, rather than promoting...
    1/217 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook