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    Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration
    21min ago
    China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk
    32min ago
    Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM
    37min ago
    Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity
    41min ago
    Why Tesla does not emphasize AIDV
    Jul 8, 18:54
    Memory shortages hit low-end phone PA shipments; supply chain sees 2027 rebound
    Jul 8, 18:54
    Server ODMs race to expand global capacity as parts shortages linger
    Jul 8, 18:54
    Samsung and SK Hynix may delay hybrid bonding in HBM until HBM5
    Jul 8, 18:54
    NEWS TAGGED SHIPMENTS
    Thursday 9 July 2026
    Largan investor conference to spotlight optical communications push and smartphone demand
    Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...
    Thursday 9 July 2026
    Partner Tech posts 7.45% first-half revenue gain on higher-value product shift
    Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...
    Thursday 9 July 2026
    Anpec June revenue rises on fan motor driver IC demand
    Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up...
    Thursday 9 July 2026
    Arterytek posts record second-quarter revenue on stronger MCU demand
    Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year...
    Thursday 9 July 2026
    Compeq says AI and satellite demand offset seasonal slowdown

    HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

    Thursday 9 July 2026
    China 618 smartphone sales fall 13% as Huawei takes lead
    China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...
    Thursday 9 July 2026
    Innodisk revenue surges on AI memory demand and price hikes
    Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
    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...
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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