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    Flagship smartphone SoCs upgrade to 2nm drives cost surge and brand procurement shifts
    1min ago
    Samsung reportedly ramps up GDDR6 supply for Tesla but halts 1d DRAM mass production plan
    1min ago
    Blue Origin launch falls short, but satellite race presses on
    5min ago
    ASM International reports 16% growth in 1Q26 revenue driven by booming AI market
    13min ago
    NEWS TAGGED DEMAND
    Wednesday 22 April 2026
    Nvidia-linked Chinese PCB maker jumps on Hong Kong stock debut, targets AI expansion

    Victory Giant Technology, a China-based PCB maker and Nvidia supply chain partner, debuted on the Hong Kong Stock Exchange on April 21,...

    Wednesday 22 April 2026
    Allbirds outlines AI pivot backed by US$50 million financing, draws mixed reaction
    Struggling footwear brand Allbirds has announced plans to pivot to artificial intelligence (AI) infrastructure, supported by a US$50 million convertible financing facility, as it exits...
    Wednesday 22 April 2026
    Taiwan's Top lead frame players ride price hikes waves to record orders
    Geopolitical risks and rising industrial demand have driven volatile metal prices for gold, silver, and copper, triggering a wave of quarterly price increases in the lead frame industry...
    Wednesday 22 April 2026
    Taiwan's floating offshore wind grows, fixed-bottom sites reach saturation
    Driven by rapid growth in the AI and semiconductor industries, green electricity demand is expected to reach 40 billion kWh by 2030. As fixed-bottom wind turbine installations gradually...
    Wednesday 22 April 2026
    SJSemi's blockbuster IPO reorders China's chip packaging landscape
    Shares of SJSemi surged on their trading debut on Shanghai's SSE STAR Market on Monday, underscoring investor enthusiasm for advanced chip packaging technologies as demand for artificial...
    Tuesday 21 April 2026
    Enflame tests IPO path with fast growth, Tencent reliance, and rising losses
    Enflame is moving closer to a STAR Market listing, highlighting a central tension in China's AI chip sector: strong demand and rapid revenue growth have yet to translate into a sustainable...
    Tuesday 21 April 2026
    AP Memory posts 112% profit surge in March, expects stronger growth momentum in 2026
    Niche memory design firm AP Memory announced a 112% year-over-year increase in its self-reported March 2026 revenue to NT$814 million (approx. US$25.9 million). Pre-tax net income...
    Tuesday 21 April 2026
    Samsung plans NAND expansion at P5 on AI-driven price gains
    Surging demand for NAND flash, fuelled by artificial intelligence workloads and data centre expansion, is pushing memory makers into a new investment cycle, with Samsung Electronics...
    Tuesday 21 April 2026
    MacBook Neo demand surge highlights chip shortage pressure
    Apple's MacBook Neo has recorded stronger-than-expected sales since its global launch in March 2026, quickly emerging as one of the company's most popular entry-level products.
    Tuesday 21 April 2026
    IX Renewables urges Taiwan collaboration to advance floating wind power
    Taiwan plans to launch a floating wind turbine demonstration project in 2026, a move with implications for global energy markets as soaring oil prices and geopolitical risk increase...
    Tuesday 21 April 2026
    ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
    ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
    Tuesday 21 April 2026
    Beijing acts on memory price surge, AI demand reshapes device costs

    China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

    Tuesday 21 April 2026
    Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

    The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

    Tuesday 21 April 2026
    Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand
    Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...
    Tuesday 21 April 2026
    Samsung scales MRAM to 8nm, setting 5nm showdown with TSMC in 2027
    Samsung is accelerating its push into magnetoresistive random-access memory (MRAM), positioning the technology as a strategic pillar alongside DRAM and high-bandwidth memory (HBM)...
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    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