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    NEWS TAGGED INVENTORY
    Monday 11 May 2026
    Transcend chair sees AI memory supercycle
    AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
    Monday 11 May 2026
    Phison targets AI storage and edge computing growth through Phison 3.0 strategy
    Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...
    Monday 11 May 2026
    APLEX forecasts charging-station shipments as medical business ramps in 2027
    APLEX Technology said it secured a charging-pile order from a leading US customer and expected mass production shipments in the fourth quarter, while medical product trials with a...
    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Friday 8 May 2026
    LCD monitor panel prices climb again: BOE, TCL CSOT tighten supply amid Taiwan, South Korea cuts

    The LCD TV panel inventory replenishment cycle is nearing its end, but LCD monitor panel prices are expected to extend gains in May as...

    Thursday 7 May 2026
    Raydium Semiconductor sees mixed display demand as AI-driven IT cycle reshapes inventory trends
    Raydium Semiconductor reported first-quarter 2026 revenue and profit figures, signaling demand trends in large displays, automotive, and industrial markets that could affect global...
    Wednesday 6 May 2026
    VIS joins CoWoS chain with TSMC-backed Singapore interposer foundry
    Vanguard International Semiconductor (VIS) said on May 5 that it has secured support from TSMC for a new interposer foundry line at its 12-inch Singapore fab, alongside a broader push...
    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Wednesday 6 May 2026
    Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
    Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
    Tuesday 5 May 2026
    Taiwan networking vendors lose sync with global rebound, raising competitive and supply risks
    The global broadband customer premises equipment market entered a bottoming-and-rebound phase in 2026 after a prolonged inventory correction. Still, Taiwan networking vendors are losing...
    Tuesday 5 May 2026
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    US President Donald Trump's decision to raise tariffs on European automobiles and parts to 25% is compounding the US car market in the first quarter of 2026, where the absence of subsidies...
    Tuesday 5 May 2026
    Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
    Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
    Saturday 2 May 2026
    China's memory makers post blockbuster gains as AI tightens supply and resets prices

    China's memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology...

    Thursday 30 April 2026
    China Electric manufacturing bets on AI to revive growth
    More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial...
    Thursday 30 April 2026
    AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
    AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook