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    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    14min ago
    US-China tech clash over chips intensifies ahead of summit, with global supply-chain implications
    16min ago
    China's AI and cloud firms step up use of domestic chips
    17min ago
    NEWS TAGGED MATERIALS
    Wednesday 8 April 2026
    Commentary: US MATCH Act tightens chip tool controls as China builds local supply chain
    At SEMICON China 2026, Applied Materials and ASML kept a low profile under tightening US export controls, while domestic Chinese suppliers dominated visibility and floor presence.
    Wednesday 8 April 2026
    Corning to showcase breakthrough tech at Touch Taiwan 2026
    Corning will present materials and connectivity innovations at Touch Taiwan 2026 in support of global AI infrastructure, semiconductor packaging, and consumer electronics supply chains,...
    Wednesday 8 April 2026
    Samsung Display secures exclusive Apple foldable OLED orders, partners poised to benefit
    Samsung Display (SDC) has taken the lead in the industry by initiating mass production of 8.6-generation OLED panels for IT applications, as well as OLED panels for Apple's foldable...
    Wednesday 8 April 2026
    Rising gallium costs force price increases across GaAs chip supply chain

    Prices for gallium arsenide (GaA) substrates — a key material used in power amplifiers for wireless communications — are rising,...

    Wednesday 8 April 2026
    Middle East conflict disrupts supply chain; polarizer prices set to rise 10% from 2Q26
    Industry sources reveal that polarizer manufacturers are preparing a price hike starting in the second quarter of 2026, with increases beginning at 10%, though final approval remains...
    Wednesday 8 April 2026
    China export controls spark global InP supply concerns for AI high-speed transmission
    Indium phosphide (InP), a critical material for long-distance optical communication, has become essential for AI-driven high-speed data transmission. However, China's export restrictions...
    Wednesday 8 April 2026
    Humanoid robots drive tactile sensor development as Taiwan firms vie for differentiation
    Labor shortages in the service sector are more severe than in manufacturing. This, coupled with its largely unstructured environments, makes it a market urgently keen on adopting AI...
    Tuesday 7 April 2026
    Korean chip suppliers face second year of price cuts despite AI boom

    Samsung and SK Hynix delivered record performance in 2025, driven by strong investment in AI infrastructure. Yet the gains have not flowed...

    Tuesday 7 April 2026
    PCB bottlenecks, freight costs push electronics prices higher
    The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
    Tuesday 7 April 2026
    Formosa Plastics denies cutting PE supply amid US-Iran conflict, confirms March output increase
    Impacted by the conflict in the Middle East, Taiwan has recently reported a shortage of plastic bags, raising questions about whether Formosa Plastics Group deliberately reduced production...
    Tuesday 7 April 2026
    CCL expansion triggers equipment shortages; lead times extend up to two years
    Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
    Friday 3 April 2026
    Samsung Electro-Mechanics lifts FC-BGA prices on AI-driven shortage
    Samsung Electro-Mechanics has raised prices for its high-end flip-chip ball grid array (FC-BGA) substrates as demand from artificial intelligence (AI) servers and high-performance...
    Thursday 2 April 2026
    Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
    Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
    Thursday 2 April 2026
    ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround
    Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...
    Wednesday 1 April 2026
    Northrop Grumman advances diamond chip for high-power military radar protection
    Northrop Grumman's Microelectronics Center has announced a breakthrough in diamond-based receiver protection components after a device withstood more than 100 watts of power in extreme...
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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