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    Saturday 6 June 2026
    AI demand squeezes mainstream DRAM supply as DDR5, DDR4 prices rise

    DRAM prices are climbing as Samsung Electronics, SK Hynix, and Micron Technology prioritize high-bandwidth memory, or HBM, for AI applications,...

    Friday 5 June 2026
    India faces PCB supply squeeze as raw material shocks, AI demand, and import dependence drive costs higher
    India's PCB industry is facing mounting supply constraints and cost pressures, driven by a combination of raw material inflation, logistics disruptions, and a structural reliance on...
    Friday 5 June 2026
    Memory crunch pushes low-end smartphones toward 2026 breaking point
    The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...
    Friday 5 June 2026
    RTX Spark rekindles memory shortages, TeamGroup shifts to industrial control
    Although PC market sales have slumped amid rising memory prices, Nvidia's "N1X" RTX Spark superchip is also fueling hopes for AI PC potential. TeamGroup General Manager Gerry Chen...
    Thursday 4 June 2026
    AI sparks tight supply warning for high-end passive components; MLCC rally eyes new super cycle
    AI-driven demand for computing infrastructure has ended the passive components industry's inventory adjustment phase, with Taiwan-based leaders Yageo and Walsin Technology both seeing...
    Thursday 4 June 2026
    Qualcomm says Snapdragon C fills entry-level AI PC gap, not tied to Apple
    Qualcomm's new entry-level Snapdragon C lineup is not directly tied to Apple, according to Kedar Kondap, senior vice president and general manager of compute and gaming at Qualcomm...
    Thursday 4 June 2026
    Exclusive: China tightens its grip on Silicon Carbide as the industry shifts to 8-inch wafers
    At Computex 2026, much of the spotlight fell on the rapid evolution of AI data center infrastructure. Among the technologies drawing renewed attention was silicon carbide (SiC), a...
    Thursday 4 June 2026
    Taiwan's Walsin Technology gains pricing power from AI demand

    Walsin Technology, one of Taiwan's leading manufacturers of multilayer ceramic capacitors (MLCCs), has notified distributors that it will...

    Wednesday 3 June 2026
    Notebook shipment update, April 2026

    Introduction

    Tuesday 2 June 2026
    Anthropic files confidential paperwork for IPO, racing ahead of OpenAI
    Anthropic announced that it has filed confidential paperwork to go public on June 1 to the US Securities and Exchange Commission, pulling ahead of rival OpenAI for now in the IPO race...
    Tuesday 2 June 2026
    Agentic AI triggers widespread computing crunch across global supply chain
    In 2026, a global compute shortage spanning chips, cloud services, servers, and data-center components is sweeping across the industry. The scarcity of compute and broad price hikes...
    Tuesday 2 June 2026
    China's underwhelming holiday season shows memory hikes still weigh on consumer demand
    After sharp swings in the memory spot market in April and May 2026, the industry's tight supply-demand balance has not changed. Spot prices through the end of May have recovered modestly...
    Tuesday 2 June 2026
    Honor launches entry-level X6d 5G in Taiwan as low-end competition heats up
    Honor expanded its Taiwan lineup with the launch of the Honor X6d 5G after entering the market in April 2026 with a flagship model, the company announced, seeking to capitalize on...
    Tuesday 2 June 2026
    DeepSeek's pricing move could redistribute value across AI hardware market
    Chinese AI startup DeepSeek said it will permanently cut the API price of its flagship model by 75% from June 1, prompting debate across the global AI industry. Amazon AWS said the...
    Tuesday 2 June 2026
    Analysis: Advanced packaging shifts from TSMC dominance to industry collaboration
    Nvidia CEO Jensen Huang has repeatedly backed TSMC's price hikes, saying its advanced process and supply-chain services are difficult and highly valuable. As AI chip demand surges,...
    1/48 pages
    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 Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook