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    CXMT IPO may highlight Samsung's memory value, Korean media says
    8h 31min ago
    Tesla’s US-made LFP push faces China’s scale advantage
    8h 31min ago
    China's memory makers speed up capital moves as Biwin, Longsys expand
    8h 31min ago
    CXMT and YMTC advance IPOs as AI demand lifts memory growth
    8h 31min ago
    Google TPU orders shift as MediaTek, Marvell and Broadcom split the market
    8h 31min ago
    HPSP reportedly wins Terafab order tied to Musk’s semiconductor project
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    NEWS TAGGED DEMAND
    Thursday 11 June 2026
    Taiwan chips in as drone makers ditch China supply chains

    Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

    Thursday 11 June 2026
    Applied Materials CEO: AI reshapes semiconductor innovation
    Applied Materials said artificial intelligence (AI) is reshaping the global semiconductor industry and could drive years of heavy investment in chipmaking, packaging, and materials...
    Thursday 11 June 2026
    Applied Materials expands Singapore base as AI supply-chain bottlenecks loom
    Applied Materials is expanding manufacturing and research in Singapore as artificial intelligence (AI) drives a wider shift in semiconductor planning, supply chains, and investment...
    Thursday 11 June 2026
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Market chatter about TSMC has intensified, with reports that its advanced process and packaging prices will rise again in the second half of 2026 and 2027, while some Google TPU production...
    Thursday 11 June 2026
    Nvidia takes PCB material competition upstream as HVLP4 copper foil gap widens
    AI infrastructure demand is lifting high-end PCB orders, but fresh bottlenecks are emerging in the upstream copper-clad laminate (CCL) supply chain. T-glass glass fiber cloth remains...
    Thursday 11 June 2026
    Taiwan auto parts makers see openings as China's car market resets
    Taiwanese auto parts makers are finding new opportunities as China's auto market undergoes a sharp reset, with stronger sales from emerging brands and a seasonal pickup expected to...
    Thursday 11 June 2026
    CPO delays may shift AI networking demand, not derail it

    Concerns have emerged in recent weeks that the commercialization of co-packaged optics (CPO), a technology widely viewed as the future...

    Thursday 11 June 2026
    Oracle plans US$70 billion investment to meet 'trillions' in AI demand as margins face short-term pressure
    Oracle has detailed a massive expansion of its capital investment program to capitalize on what leadership describes as an unprecedented shift in the technology market. During the...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Thursday 11 June 2026
    Taiwan optical suppliers target drones, robots as smart-camera demand grows
    Taiwan's optical suppliers are entering the smart-camera market along two main paths: some are pushing deeper into system integration and software, while others are concentrating on...
    Thursday 11 June 2026
    Foxconn, Brookfield deepen Vietnam push with 1GW renewables plan

    Foxconn and Brookfield Asset Management announced on June 9, 2026, that they will jointly invest in and develop up to 1GW of renewable...

    Thursday 11 June 2026
    China's EV boom slows at home, but BYD sees further room to grow
    China's electric-vehicle market is showing signs of slowing domestically, but industry leaders remain convinced that the country's shift away from gasoline-powered cars is far from...
    Thursday 11 June 2026
    Applied Materials invests US$500 million in Singapore to meet AI chip demand
    As artificial intelligence (AI) fuels an unprecedented surge in demand for advanced semiconductors, Applied Materials is deepening its commitment to one of Asia's most important chipmaking...
    Thursday 11 June 2026
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Thursday 11 June 2026
    Sharp's AI server plan signals a broader shift in Japan electronics
    Sharp's June 9 fiscal year 2026 business briefing highlighted a deeper partnership with Foxconn, with AI servers becoming the main focus. Sharp said it will begin selling AI servers...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook