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    Friday 10 July 2026
    Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

    New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

    Friday 10 July 2026
    Asus June revenue tops NT$100 billion as AI servers drive growth outlook
    Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...
    Friday 10 July 2026
    Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good
    Meta Platforms' decision to start charging developers for its most advanced AI model is less a product launch than a wager on where the economics of artificial intelligence (AI) are...
    Friday 10 July 2026
    King Slide leans on R&D, automation, and global expansion to defend margins
    King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
    Friday 10 July 2026
    Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes
    Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...
    Thursday 9 July 2026
    Memory costs slash low-end phone output and pressure PA shipments

    The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

    Thursday 9 July 2026
    AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

    Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
    Thursday 9 July 2026
    Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event
    Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...
    Thursday 9 July 2026
    Honor expands Taiwan smartphone push with flagship and midrange launches
    Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...
    Thursday 9 July 2026
    SK Hynix supplier talks show AI memory boom shifting pricing power

    The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

    Thursday 9 July 2026
    Innodisk revenue surges on AI memory demand and price hikes
    Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
    Thursday 9 July 2026
    Macronix and Winbond post record June revenue as memory prices stay firm
    Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...
    Wednesday 8 July 2026
    Novatek beats second-quarter revenue guidance on strong customer stockpiling
    Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
    Wednesday 8 July 2026
    AI memory boom turns price hikes into antitrust flashpoint across supply chain
    As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook