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    China carmakers explore subscription and modular models as answer to car graveyards
    2h 37min ago
    Qualcomm shifts toward data center chips as AI demand squeezes memory supply
    2h 38min ago
    Samsung DRAM profit lead exposes a new HBM battleground
    2h 38min ago
    Chinese one-time car model draws in Taiwanese electronics and chip suppliers
    2h 38min ago
    Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
    2h 38min ago
    Win Semiconductors says GaAs and InP supply remains sufficient
    2h 39min ago
    NEWS TAGGED DEMAND
    Wednesday 29 April 2026
    Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices
    Hotai Motor said hybrid demand has surged as elevated oil prices pushed consumers toward fuel-efficient models, but global supply constraints could keep delivery delays in place through...
    Wednesday 29 April 2026
    Toyota leans on hybrids and affordable sedans to hit record global sales
    Toyota Motor reported record global vehicle deliveries of 11.28 million units for the fiscal year ending March 31, as executives said the automaker capitalized on strong demand for...
    Wednesday 29 April 2026
    NXP beats expectations and lifts outlook on improving chip demand
    NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...
    Wednesday 29 April 2026
    Oracle moves Supermicro orders to Taiwan, elevating local server makers
    Outsourcing by US cloud service providers (CSPs) has become an increasingly dominant trend, with Taiwanese manufacturers taking on a larger share of global production. Oracle has not...
    Wednesday 29 April 2026
    CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
    Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
    Wednesday 29 April 2026
    Adata reports soaring earnings on strong memory demand

    A surge in demand for AI is fueling a powerful upswing in the memory market, propelling Adata to record-breaking results at the start of...

    Wednesday 29 April 2026
    Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer
    Taiwan's drone export momentum continues to surge, with first-quarter 2026 shipments already surpassing the entire 2025 annual total. The market landscape has shifted as well, with...
    Wednesday 29 April 2026
    American-made Fords are selling out in Taiwan — and prices are going up to match
    Ford's Taiwan distributor, Ford Lio Ho, is raising prices on 2026 model-year vehicles built in the US, citing rising shipping costs and surging demand that has outpaced supply.
    Wednesday 29 April 2026
    CATL and HyperStrong sign record sodium-ion battery deal as storage market scales up
    On April 27, CATL and HyperStrong signed a strategic cooperation agreement for sodium-ion batteries, marking what multiple reports described as a major step toward large-scale commercialization...
    Wednesday 29 April 2026
    Memory test capacity stays high as substrate prices may rise in 2Q26
    The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
    Tuesday 28 April 2026
    Nvidia signs record Bengaluru office lease as India AI push accelerates
    Nvidia has signed a 10-year lease for approximately 760,000 square feet of office space in Bengaluru, marking the largest single-tenant office commitment in India to date. The space,...
    Tuesday 28 April 2026
    Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
    Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
    Tuesday 28 April 2026
    Agentic AI sparks CPU demand surge, boosting ASIC and niche chip makers
    The rise of agentic AI has transformed computing chip requirements, igniting a fierce CPU supply scramble. Traditional x86 giants like Intel and AMD are seeing growing CPU demand in...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Tuesday 28 April 2026
    Samsung fast-tracks Pyeongtaek fabs to turn HBM4 edge into AI memory scale

    Samsung is accelerating one of its most aggressive memory capacity buildouts in years, aiming to bring its Pyeongtaek Line 4 fab, or P4,...

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    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