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    Saturday 11 April 2026
    BenQ Materials expands into semiconductor processes, targets advanced nodes

    BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

    Friday 10 April 2026
    Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
    Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually...
    Friday 10 April 2026
    Ampak cites DDR price swings disrupting orders, sees industrial control demand support
    Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...
    Friday 10 April 2026
    China's export controls spark 140x yttrium price surge, fueling chip equipment fears
    Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...
    Friday 10 April 2026
    Demand for AI infrastructure spreads shortages beyond memory chips to MLCCs

    As global corporations accelerate spending on artificial intelligence (AI) infrastructure, supply constraints are no longer limited to...

    Friday 10 April 2026
    Inventec posts record March and 1Q26 revenue on AI server strength
    Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
    Thursday 9 April 2026
    Memory shortage persists, ASPs surge up to fivefold, says module maker chief
    Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
    Thursday 9 April 2026
    Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

    Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

    Thursday 9 April 2026
    CXMT IPO delay eases DRAM supply risks, supports pricing cycle
    China's DRAM maker ChangXin Memory Technologies (CXMT) may be delaying its IPO, easing near-term supply concerns, and reinforcing the current memory upcycle. Sources cited by iNews24...
    Thursday 9 April 2026
    Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
    After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...
    Thursday 9 April 2026
    China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
    Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
    Wednesday 8 April 2026
    Adata, Team Group post record March sales, expect 40% contract price hike in 2Q26
    Memory module giants Adata Technology and Team Group both reported record-high revenue for March 2026. Adata's monthly revenue surpassed NT$10.54 billion (approx. US$330.19 million),...
    Wednesday 8 April 2026
    China intervenes in memory supply; Apple outpaces local smartphone vendors
    Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
    Wednesday 8 April 2026
    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
    Wednesday 8 April 2026
    Apple leverages supply chain advantage to boost market share despite AI lag
    As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...
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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