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    Samsung memory buyers lock in longer deals as 2027 demand comes early
    4min ago
    Taiwan wafer maker Episil triples capex to scale silicon photonics for AI
    6min ago
    Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth
    9min ago
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    10min ago
    Intel kills three projects in two months as Kechichian launches multi-year reset
    14min ago
    Automotive architecture innovation raises chip barriers, boosting semiconductor content amid vehicle sales slump
    14min ago
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    16min ago
    Unisplendour, H3C gain from AI buildout, monetization in focus
    16min ago
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    18min ago
    NEWS TAGGED CAPACITY
    Thursday 30 April 2026
    Microsoft sales beat estimates as Azure growth eases spending concerns

    Microsoft reported stronger-than-expected fiscal third-quarter results, as Azure growth, Microsoft Cloud demand, and rising Copilot adoption...

    Thursday 30 April 2026
    OpenAI accelerates Stargate build, surpasses 10GW US goal, and expands community-focused approach
    OpenAI announced it has exceeded its initial Stargate commitment by securing more than 10GW of AI infrastructure in the US ahead of schedule, adding over 3GW in the past 90 days. Stargate...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits a capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Wednesday 29 April 2026
    Reliance plans US$17 billion AI data centre cluster in Visakhapatnam amid India's capacity race
    Reliance Industries is planning to invest INR1.6 trillion (over US$17 billion) to build a 1.5GW data center cluster with captive renewable energy and battery storage in Visakhapatnam,...
    Wednesday 29 April 2026
    Seagate leans on long-term contracts as storage demand stabilizes
    Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
    Wednesday 29 April 2026
    Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
    Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
    Wednesday 29 April 2026
    Seagate sees agentic AI beginning to lift HDD demand
    Seagate Technology said emerging agentic artificial intelligence workloads are beginning to support demand for hard disk drives, as automated workflows generate and retain larger volumes...
    Wednesday 29 April 2026
    Automotive and networking chips move directly to 2nm as AI demand tightens capacity

    Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

    Wednesday 29 April 2026
    Hsinchu water restrictions ease as reservoirs rebound
    Taiwan's Water Resources Agency (WRA) disaster emergency response team held its third working meeting on April 27, deciding to downgrade the water status signal in Hsinchu from a "pressure-reducing"...
    Wednesday 29 April 2026
    The AI funding loop: Cloud giants pour billions into Anthropic to sell it back compute
    Google has pledged up to US$40 billion to Anthropic — US$10 billion upfront and US$30 billion contingent — reshaping global AI competition by tying compute access to funding...
    Wednesday 29 April 2026
    AI token demand drives TSMC node expansion, buoying Taiwan's economy
    A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
    Wednesday 29 April 2026
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
    Wednesday 29 April 2026
    CPUs reclaim the core of AI architecture as multicore trend tightens substrate supply
    Workloads are shifting from training to inference. In this transition, CPUs are regaining a central role in coordinating diverse computing tasks, significantly boosting their importance...
    Wednesday 29 April 2026
    Memory test capacity stays high as substrate prices may rise in 2Q26
    The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook