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Tuesday 21 April 2026
Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable...
Tuesday 21 April 2026
AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026
Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income...
Tuesday 21 April 2026
Samsung plans NAND expansion at P5 on AI-driven price gains
Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
Tuesday 21 April 2026
MacBook Neo demand surge highlights chip shortage pressure
Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
Tuesday 21 April 2026
IX Renewables urges Taiwan collaboration to advance floating wind power
Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase...
Tuesday 21 April 2026
ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026
Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026
Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand
Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...
Tuesday 21 April 2026
Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027
Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026
Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
Despite a slowdown in demand for electric vehicles (EV) that has complicated efforts to localize lithium battery production in the US — and even cast doubt on the viability of...
Tuesday 21 April 2026
Middle East transshipment and supply chain shifts double SE Asia freight rates
Given the US-China trade war, many Taiwanese businesses and Chinese manufacturers relocated production lines to Southeast Asia, boosting shipment demand from the region. Now, escalating...
Tuesday 21 April 2026
APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...