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    Commentary: Behind Micron's bet for a long memory demand cycles
    10h 44min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    10h 44min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    10h 45min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    10h 45min ago
    MCU price hike expectations drive early 1H26 pull-ins
    10h 45min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    10h 45min ago
    NEWS TAGGED SHIPMENTS
    Monday 29 June 2026
    Taiwan smartphone shipments rose in May despite higher component costs
    Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
    Monday 29 June 2026
    Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

    Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

    Monday 29 June 2026
    Jih Lin rides AI power demand to clip packaging
    Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
    Sunday 28 June 2026
    Smartwatch sales return to growth as AI and health features lift demand
    Smartwatch sales slowed in 2024, but global demand has returned to growth in 2025, and first-quarter 2026 sales are still rising year on year. For consumers worldwide, the shift suggests...
    Saturday 27 June 2026
    AI-driven chip demand tightens air and sea freight capacity and lifts rates
    AI and semiconductor shipments are tightening global freight markets, with air cargo space in short supply and US-bound sea routes crowded. Lower fuel surcharges may ease some costs,...
    Friday 26 June 2026
    Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
    IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing...
    Friday 26 June 2026
    Global intelligent eyewear market surges as AR and smart glasses gain ground
    Global demand for intelligent eyewear is rising fast, with shipments jumping 83% in the first quarter of 2026, according to Counterpoint Research. For readers worldwide, the shift...
    Friday 26 June 2026
    SK Siltron to bring new 300mm wafer capacity online as AI demand lifts shipments

    SK Siltron is preparing to bring a new silicon wafer manufacturing facility online in South Korea next month. The expansion comes as AI...

    Thursday 25 June 2026
    China PC shipments fall as Huawei gains ground in weakening market
    China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand,...
    Thursday 25 June 2026
    Japan, France push to secure rare-earth supply beyond China

    Japan and France are moving to reduce their reliance on Chinese heavy rare earths, backing a recycling project in southwestern France...

    Wednesday 24 June 2026
    Imoo overtakes Samsung to become No. 4 smartwatch brand
    Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch...
    Wednesday 24 June 2026
    AI server demand drives Taiwan PCB output toward NT$256.1B in 2Q26
    Strong demand for AI servers is driving higher shipments of advanced printed circuit board (PCB) products in Taiwan, but it is also tightening supply of key materials and resources,...
    Wednesday 24 June 2026
    Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam
    Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment,...
    Wednesday 24 June 2026
    Foldable iPhone centers on South Korean OLEDs for supply in 2026
    Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments...
    Tuesday 23 June 2026
    Fulltech sees low DK2 shipments rising, starts M9 quartz cloth certification
    Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook