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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Apr 1, 19:14
    Memory price surge intensifies NB shortage through 2026
    Apr 1, 19:13
    Commentary: What's the real game behind Arm's chip venture?
    Apr 1, 19:13
    Chinese automakers face challenges in Mexico despite initial success
    Apr 1, 19:13
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    Apr 1, 19:13
    Analysis: Deepdive into Huawei's 2025 annual report
    Apr 1, 19:13
    NEWS TAGGED DEMAND
    Monday 30 March 2026
    Samsung reportedly shifts Xi'an plant to 236-layer NAND

    Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    Arm pushes beyond licensing with a new AI CPU platform
    Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    AI optical boom forces FICG into overdrive expansion
    Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
    Monday 30 March 2026
    Tai-Tech flags AI, auto demand as inductor price hikes loom
    Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
    Monday 30 March 2026
    Aten International's AI rack push and consumer pivot set to reshape revenue mix and margins
    Aten International reported revenue gains early in the year on the back of AI data-center demand and outlined plans to expand rack offerings and enter consumer electronics —...
    Monday 30 March 2026
    Thermoplastic composites see growing applications in EVs and humanoid robots
    Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
    Monday 30 March 2026
    Senao International eyes AI and used phone demand to drive 2026 growth
    Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
    Monday 30 March 2026
    AI compression won't ease memory crunch, NAND shortage set to persist
    AI-driven demand is tightening global memory supply, pushing NAND flash and server DRAM into shortages, price hikes, and capacity constraints. Server memory demand is expected to grow...
    Monday 30 March 2026
    E Ink Holdings breaks ground on Guanyin plant to boost large-size e-paper production
    E Ink Holdings has broken ground on a new production base in Taoyuan's Guanyin Industrial Park. This move could expand the global supply of large-sized electronic paper and support...
    Monday 30 March 2026
    Huawei sees 60% surge in Taiwan earphone sales, targets wearables expansion
    Huawei Technologies unveiled its 2026 wearable product lineup at a launch event in Taiwan on the March 27. Yong Hai, general manager of Xunwei Technology, the exclusive distributor...
    Monday 30 March 2026
    China foundry SMIC moves to capture growth beyond AI-led supply squeeze

    SMIC on March 26 outlined an action plan to strengthen core operations and identify new growth drivers in 2026, targeting revenue growth...

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    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