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    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    26min ago
    Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
    27min ago
    Former TSMC exec theft highlights IP security
    Mar 19, 18:32
    Alibaba and Baidu price hikes reveal AI token economy shift
    Mar 19, 18:32
    HiSilicon unveils first self-developed high-end CIS chip, challenging Sony and Samsung
    Mar 19, 18:32
    Commentary: Groq 3 LPU and Rubin rack deployment seen as interim solution for Nvidia
    Mar 19, 18:32
    Samsung foundry sees rebound down the corner with Nvidia Groq orders despite market share decline
    Mar 19, 18:32
    Nvidia's Vera Rubin server drives surge in liquid cooling demand
    Mar 19, 18:32
    NEWS TAGGED SUPPLY CHAIN
    Friday 13 March 2026
    Taiwanese chipmakers target drone market at Embedded World 2026

    Unmanned vehicles, including military and commercial drones, drew strong attention at Embedded World 2026 in Nuremberg, Germany. Compared...

    Friday 13 March 2026
    Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
    The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
    Friday 13 March 2026
    Memory prices hit Chromebook hardest, even with AI boom
    Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
    Friday 13 March 2026
    Exclusive: Inside GlobalFoundries CEO's stealth Taiwan blitz: wafer deals, not a UMC takeover
    Tim Breen, who became GlobalFoundries' CEO in 2025, reportedly led a senior delegation to Taiwan this week for a five-day visit. The group held intensive meetings with supply chain...
    Friday 13 March 2026
    Middle East conflicts threaten affordable cars as automakers shift focus to flagship models
    As renewed Middle East conflicts compound post-pandemic chip shortages and tariff barriers, multiple overlapping risks are disrupting global vehicle supply chains and making them increasingly...
    Friday 13 March 2026
    Taiwan PCB output reaches $43B in 2025, TPCA says
    The Taiwan Printed Circuit Board Association (TPCA) held its annual member meeting, where chairman Lawrence Chang announced projections for the industry through 2026. The announcement...
    Friday 13 March 2026
    Interview: Taiwan-UK MOU could deepen space supply chains and startup ties
    At the 2026 Space-Comm Expo, ITRI and TSIDA signed an MOU with the UK’s ADS Group. This agreement marks a significant milestone in Taiwan-UK space cooperation, building on the...
    Thursday 12 March 2026
    ASE's Tien Wu: Taiwan leverages hardware strength as US chip rivalry intensifies
    Given the global chip war and US-China rivalry, ASE Technology Holding COO Tien Wu says that in an era where AI is driving transformation in the technology industry, the new bottleneck...
    Thursday 12 March 2026
    ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion
    The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment...
    Thursday 12 March 2026
    AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
    Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
    Thursday 12 March 2026
    Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
    With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...
    Thursday 12 March 2026
    Coretronic monitor shipments show potential, two new production lines added in 1Q26
    OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
    Thursday 12 March 2026
    AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
    Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
    Thursday 12 March 2026
    Taiwan leads Embedded World 2026 with largest exhibitor presence; targets 'non-red supply chain' demand
    Embedded World 2026 officially opened on March 10 in Nuremberg, Germany, featuring a particularly large turnout of Taiwanese participants. Taiwan emerged as the country with the most...
    Thursday 12 March 2026
    CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

    CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year...

    3/79 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook