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    Commentary: From Davos to Shanghai, three signals behind Jensen Huang's China trip
    5h 9min ago
    Commentary: With ChatGPT saying yes to ads, why is Google still pondering?
    5h 9min ago
    Amazon: AI applications are already pervasive in 2026
    5h 9min ago
    Taiwan secures tariff cut to 15% under Section 232, boosting auto parts exports to the US
    5h 9min ago
    Samsung and LG launch RGB Mini LED TVs to counter Chinese market expansion
    5h 9min ago
    Memory shortage drives notebook early shipments, fueling strong 1Q25
    5h 9min ago
    NEWS TAGGED SHIPMENTS
    Monday 26 January 2026
    Samsung expected to start HBM4 shipments to Nvidia, AMD in February
    Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
    Monday 26 January 2026
    How rising memory prices are reshaping the smartphone supply chain

    As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

    Monday 26 January 2026
    Foxconn leads EMS/ODM rankings on AI servers and Apple boost
    Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The...
    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Monday 26 January 2026
    iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
    The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...
    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Friday 23 January 2026
    Compal eyes explosive AI server growth in 2026 after revenue dip
    Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...
    Thursday 22 January 2026
    Cloud ASIC shipments set to surge in 2026; memory capacity remains key risk
    2026 is shaping up as a breakout year for cloud application-specific integrated circuit (ASIC) shipments. Not only has Broadcom secured mass production projects with multiple major...
    Thursday 22 January 2026
    Commentary: post-CES global expansion strategies for Chinese brands like TCL and Lenovo
    CES 2026 made it clear that Chinese brands are entering the global consumer electronics industry through concrete operating results. Its leaders are no longer stopping at exposure...
    Wednesday 21 January 2026
    AI servers and chips push Taiwan December exports to record highs
    Taiwan's Ministry of Economic Affairs (MOEA) reported on January 20, 2026, that strong demand for IC manufacturing and AI servers propelled export orders to new heights in December...
    Wednesday 21 January 2026
    China's 2025 smartphone shipments dip slightly in 2025 as brand competition heats up
    Apple, with its iPhone 17 series driving sales, has seen its monthly market share in China surge above 20%, while other major brands like Huawei, Vivo, Honor, Oppo, and Xiaomi have...
    Wednesday 21 January 2026
    Google Chromebook aims for steady 2026 shipments despite memory supply challenges
    Supply chain sources report that Chromebook shipments have stabilized under Google's support. Despite facing a memory market turmoil, Google has set a full-year shipment target of...
    Wednesday 21 January 2026
    Asia Optical bets on humanoid robots as its next growth engine

    Asia Optical is positioning itself for what its chairman believes could be the next major consumer technology wave: humanoid robots. I-Jen...

    Tuesday 20 January 2026
    Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
    China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
    Tuesday 20 January 2026
    Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
    Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
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    Research Report Database
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook