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    YMTC and XMC expansion headlines Wuhan's newly unveiled 2026 projects plan
    8h 36min ago
    Lisuan’s 6nm GPU won Microsoft WHQL certification
    8h 36min ago
    Commentary: What's the deal behind TEL China management shake-up
    8h 36min ago
    China's EV and export surge shakes global auto industry
    8h 37min ago
    Structural risks rise for global auto market as US policy swings and China faces overcapacity
    8h 37min ago
    Nvidia: GPU allocation follows first-come, first-served, not highest bidder
    8h 37min ago
    NEWS TAGGED DEMAND
    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Thursday 16 April 2026
    Falling margins and memory crisis causing spec downgrades on TV panels
    Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...
    Thursday 16 April 2026
    ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
    The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
    Thursday 16 April 2026
    Orange Electronic expands in Europe as auto aftermarket demand holds up
    Orange Electronic, a Taiwanese maker of tire pressure monitoring systems, is expanding its presence in Europe's automotive aftermarket, defying a broader slowdown in global vehicle...
    Wednesday 15 April 2026
    Tong Hsing Electronic expects revenue acceleration as fiber optics drives expansion
    Tong Hsing Electronic, a Taiwanese semiconductor packaging and substrate manufacturer specializing in CMOS image sensors, said on Monday that optical communication modules have become...
    Wednesday 15 April 2026
    YMTC to more than double capacity with new fabs amid China chip push
    Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its...
    Wednesday 15 April 2026
    Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
    Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
    Wednesday 15 April 2026
    ASML posts solid 1Q26 as AI-driven demand lifts outlook
    ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...
    Wednesday 15 April 2026
    RISC-V gains ground in AI data centers with Nvidia backing SiFive

    AI workloads are scaling faster than traditional CPU architectures were ever designed to handle, exposing clear limits in performance...

    Wednesday 15 April 2026
    Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
    China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
    Wednesday 15 April 2026
    SK Hynix may cut Nvidia HBM4 shipments as Rubin ramp reportedly faces delays

    SK Hynix is reportedly considering reducing its planned 2026 shipments of high-bandwidth memory (HBM4) to Nvidia by about 20-30%, amid...

    Wednesday 15 April 2026
    Samsung Electro-Mechanics to pour KRW1.8 trillion into Vietnam as ABF demand outstrips supply
    Samsung Electro-Mechanics (SEM) is reportedly planning to invest KRW1.8 trillion (US$1.22 billion) in Vietnam to expand ABF substrate production capacity. As AI drives a surge in demand...
    Wednesday 15 April 2026
    Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
    Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
    Wednesday 15 April 2026
    China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
    China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
    Wednesday 15 April 2026
    CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

    Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

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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