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    Why Tesla does not emphasize AIDV
    10h 3min ago
    Commentary: China's race for AI chip leaves out Nvidia
    10h 3min ago
    Memory shortages hit low-end phone PA shipments; supply chain sees 2027 rebound
    10h 3min ago
    Server ODMs race to expand global capacity as parts shortages linger
    10h 3min ago
    Samsung and SK Hynix may delay hybrid bonding in HBM until HBM5
    10h 3min ago
    NEWS TAGGED SHIPMENTS
    Wednesday 8 July 2026
    Novatek beats second-quarter revenue guidance on strong customer stockpiling
    Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
    Wednesday 8 July 2026
    ELAN revenue hit the top of forecast as notebook and AI products gained traction
    ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
    Wednesday 8 July 2026
    HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
    US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
    Wednesday 8 July 2026
    AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

    MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

    Wednesday 8 July 2026
    Wistron chair: AI demand remains strong as sovereign AI broadens global market

    AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

    Wednesday 8 July 2026
    Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
    AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor...
    Wednesday 8 July 2026
    ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

    ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates...

    Wednesday 8 July 2026
    Apple's first foldable reportedly enters production, but a record price and delayed sales loom
    Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers...
    Wednesday 8 July 2026
    WinWay's record June revenue driven by full AI test interface orders
    WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other...
    Tuesday 7 July 2026
    AI servers and MacBook demand push Quanta revenue to new record

    Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

    Tuesday 7 July 2026
    AI server demand tightens power device supply as lead times stretch to 270 days

    AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

    Tuesday 7 July 2026
    AI phones could exceed half of smartphone shipments by 2027 as costs rise
    The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices...
    Tuesday 7 July 2026
    Sysgration says drone and IPC sales will drive 2H26 growth

    Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

    Tuesday 7 July 2026
    Chicony Electronics reports June revenue gain as AI PC demand builds
    Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
    Monday 6 July 2026
    Chicony Power June revenue rises on pull-forward demand and server power sales
    Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook