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    Sunday 5 April 2026
    E Ink rides AI-driven power surge as energy concerns boost e-paper demand
    E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Thursday 2 April 2026
    Benefits of CXL in server memory configuration

    Introduction

    Thursday 2 April 2026
    Samsung upgrades Austin fab, signals dual-track US chip strategy
    Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
    Thursday 2 April 2026
    Intel buyback signals shift beyond austerity as chipmaker regains confidence
    Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
    Thursday 2 April 2026
    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
    Thursday 2 April 2026
    Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
    Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
    Thursday 2 April 2026
    Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

    Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

    Thursday 2 April 2026
    China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk
    China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...
    Wednesday 1 April 2026
    Nexchip applies for HK listing amid mature-node expansion
    Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
    Wednesday 1 April 2026
    Taiwan scientists rethink lithium-ion batteries, eye high-power EV applications

    In a breakthrough that could redefine electric vehicle (EV) battery technology, a research team led by Professor Yu-Sheng Su at the International...

    Wednesday 1 April 2026
    China's AI chip demand drives advanced foundry growth amid geopolitical split
    Under a push to localize capacity, China's leading domestic foundries are well-positioned to leverage their home market and policy advantages to replicate TSMC's growth trajectory...
    Wednesday 1 April 2026
    Lumentum expands InP production in North Carolina to capture AI infrastructure demand across GPU and ASIC ecosystems
    US-based optical communications leader Lumentum is making a major investment in core AI data center hardware, reinforcing its strategic position in the AI infrastructure supply chain...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook