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    Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
    4min ago
    SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes
    7min ago
    LG wins Nvidia certification for 600kW CDU and lands North America data center project
    31min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    Jul 27, 20:11
    NEWS TAGGED DEMAND
    Tuesday 28 July 2026
    Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

    Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

    Tuesday 28 July 2026
    Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

    Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

    Tuesday 28 July 2026
    Smart glasses ignite AI device battle as China nears 80% global brand share
    Smart glasses are emerging as a major next-generation consumer device as breakthroughs in generative AI and large language models (LLMs) reshape the wearable market. Once constrained...
    Tuesday 28 July 2026
    Anthropic seeks SK Hynix supply for AI chips, SK chair says

    Anthropic has asked SK Hynix to help supply chips for its own in-house AI chip production, SK Group chairman Chey Tae-won said. He...

    Tuesday 28 July 2026
    Zeiss races to break ASML's EUV optics bottleneck for the AI chip boom
    Zeiss Semiconductor Manufacturing Technology is expanding production capacity in Germany to relieve a critical constraint on ASML's lithography output, with AI data center investment...
    Tuesday 28 July 2026
    Memory module maker Apacer warns 2027 DRAM supply could fall 70%
    Memory price increases are expected to moderate in the second half of 2026, but shortages will remain severe, particularly for DRAM, according to Apacer CEO C.K. Chang.
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Monday 27 July 2026
    AIDC secures NT$22 billion in civil aviation, engine contracts to boost long-term growth
    Taiwanese aerospace company Aerospace Industrial Development (AIDC) secured new contracts worth more than NT$22 billion (approx. US$680.27 million) with several major aerospace companies...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    India's HCLTech plans US$4.4B AI data center
    HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...
    Monday 27 July 2026
    IDMs target AI margins, boosting Taiwan power suppliers
    International IDMs such as Texas Instruments (TI) and STMicroelectronics are leaning into AI data-center demand, while the market's shift toward 400V and 800V power architectures is...
    Monday 27 July 2026
    Nokia says AI spending is driving optical networking demand
    AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...
    Monday 27 July 2026
    AI demand, aluminium foil costs trigger rare capacitor price rises across China, Japan and Taiwan

    Rising raw material costs and tightening supply of high-end components for AI applications have triggered an unusual round of price...

    Monday 27 July 2026
    Industrial PC orders rise on edge AI demand

    Industrial PC vendors are seeing order momentum strengthen as edge AI and physical AI applications spread beyond data centers into factories...

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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    AI Summit Seoul