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    Middle East conflict drives Shin-Etsu Silicone price hike; Topco to follow suit
    1min ago
    AI demand inflates silicon valuations across TSMC, Nvidia supply chain
    3min ago
    Google's AI chip push targets inference boom as battle with Nvidia enters new phase
    14min ago
    End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products
    18min ago
    Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption
    37min ago
    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED DEMAND
    Friday 10 April 2026
    China OSATs step up investment drive as AI demand lifts advanced packaging race

    China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

    Friday 10 April 2026
    Foxconn and Mitsubishi Fuso forge global play in electric buses

    Foxconn and Mitsubishi Fuso Truck and Bus have forged a strategic partnership aimed at exporting Japanese-made electric buses to Southeast...

    Friday 10 April 2026
    Spingence and Advantech accelerate AI edge deployment plans in South Korea manufacturing
    In response to strong demand for data security and on-premises AI deployment within South Korea's manufacturing and semiconductor sectors, Taiwanese AI company Spingence Technology...
    Friday 10 April 2026
    Exclusive: SpaceX delays FOPLP, PCB yield as execs plan April Taiwan visit
    Elon Musk's SpaceX is facing production challenges at its newly built fan-out panel-level packaging (FOPLP) and printed circuit board (PCB) factories in Texas, delaying full-scale...
    Friday 10 April 2026
    MetaOptics and Taiwan's Pinjie partner to build global metalens production hub
    MetaOptics' alliance with Taiwanese partner Pinjie Nano-Optics shifts advanced optical manufacturing to Taiwan, leveraging the island's semiconductor supply chain to enable metalens...
    Friday 10 April 2026
    Why South Korean panel makers see rising profits despite chip price inflation
    Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues...
    Friday 10 April 2026
    Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
    Amazon's custom chip business has surpassed an annual revenue run rate of more than US$20 billion, CEO Andy Jassy said in his annual shareholder letter, according to The Information...
    Friday 10 April 2026
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
    Friday 10 April 2026
    Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
    CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
    Friday 10 April 2026
    Taiwan targets Poland's drone supply chain as Eastern European demand surges
    Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...
    Friday 10 April 2026
    Inventec posts record March and 1Q26 revenue on AI server strength
    Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
    Friday 10 April 2026
    Weblink International: Apple Mac mini and MacBook Neo drive strong sales, boosting operational momentum
    Weblink International reported rising PC costs from tight memory supply and strong commercial demand driven by AI, boosting March and first-quarter 2026 revenue; global readers should...
    Friday 10 April 2026
    Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification
    As AI and high-performance computing (HPC) demand surges and the semiconductor supply chain undergoes accelerating restructuring, structural changes are emerging in the critical materials...
    Friday 10 April 2026
    Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach
    Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...
    Thursday 9 April 2026
    Haptic touchpads and AI vision chips propel Elan's early 2026 growth

    Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust 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