Samsung Electro-Mechanics (Semco) is gaining pricing power as AI server demand extends multilayer ceramic capacitor (MLCC) lead times beyond a year. Shortages now span consumer, automotive...
Concerns over a potential AI bubble are intensifying. From large language models (LLMs) and AI data centers to humanoid robots, investors are increasingly questioning when massive...
Digital transformation services provider ChainSea Information Integration will list on the Taipei Exchange on October 23 at an underwriting price of NT$60 (US$1.85) per share, as it...
Western Digital has made clear how it intends to meet a sharp rise in hard-drive demand while a rival expands output: it will not build more drives. On its October 22 earnings call,...
LG Display (LGD) returned to an operating profit in the third quarter of 2026, showing how far its OLED shift now drives earnings, and how little room it leaves when currency and component...
Texas Instruments reported strong revenue growth in its third-quarter earnings call due to strong demand across its industrial, automotive, and data center businesses. The company...
Persistent supply shortages have kept the niche memory market hot, with Elite Semiconductor Microelectronics Technology (ESMT) estimating that the structural supply gap exceeds 30%...
As Tesla showcases the new "flying" capability of its next-generation Roadster electric sports car, Vertical Aerospace, a key player in the flying-car sector, is facing regulatory...
Sluggish end-market recovery, cautious procurement by brand customers, and persistently high upstream material costs are frustrating panel makers' efforts to implement price hikes...
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
From historic trade barriers targeting solar photovoltaics to current import restrictions on new energy vehicles, the minimum import price mechanism has once again surfaced as a core...
