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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
    Mar 31, 18:06
    Memory price surge to slash US PC shipments by 13% in 2026
    Mar 31, 18:06
    Micron advances GDDR stacking technology to compete in post-HBM era
    Mar 31, 18:06
    Chinese memory firms secure nearly two-year wafer supply contracts amid AI-driven demand
    Mar 31, 18:06
    China's Longsys advances AI-driven memory controller architecture with SPU innovation
    Mar 31, 18:06
    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
    Mar 31, 18:06
    NEWS TAGGED DEMAND
    Wednesday 1 April 2026
    Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale
    The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the...
    Tuesday 31 March 2026
    Global Foundry 2.0 market climbs to record US$320 billion in 2025 revenue
    The semiconductor industry has formally entered the Foundry 2.0 era, a phase defined by the deep integration of manufacturing, assembly, and testing, profitably driven by the global...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    MPI probe card lead times stretch to 6 months on AI chip testing surge
    Taiwan-based semiconductor testing interface provider MPI Corporation has reported that strong demand from the AI chip testing market has pushed probe card lead times to as long as...
    Tuesday 31 March 2026
    Memory chip shortage drives surge in China's used phone chip market
    The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is...
    Tuesday 31 March 2026
    Apple business units and Nintendo drive Weblink's optimistic 2H26 outlook
    Weblink International, a subsidiary of Acer Group, is benefiting from growth in software subscriptions, Apple business device sales, and rising demand for Nintendo hardware and software,...
    Tuesday 31 March 2026
    LCD TV panel prices rise on sports-driven stocking and surge in memory costs
    Global TV buyers and manufacturers are facing higher prices and tighter availability after leading brands accelerated panel purchases in the first quarter of 2026 to meet sports-driven...
    Tuesday 31 March 2026
    Top 10 chart: Taiwan's AI winners diverge as market corrects ahead of lagging revenue data

    By late March, Taiwan's equity market is offering a more nuanced read of the AI infrastructure boom. While accumulated revenue and year-over-year...

    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Tuesday 31 March 2026
    Memory shortage persists as AI-era supply-demand imbalance deepens
    Global memory chip shortages have shifted industry focus from price competition to securing supply, driven by explosive demand for AI servers. Advanced production capacity is being...
    Tuesday 31 March 2026
    AI computing shifts from training to inference; heterogeneous architectures go mainstream
    As generative AI continues to advance, its capabilities and application scenarios are rapidly expanding, driving structural changes in computing infrastructure. At AI EXPO Taiwan 2026,...
    Tuesday 31 March 2026
    OpenClaw signals shift to AI agents and self-evolving models
    The rapid rise of the open-source AI agent framework OpenClaw, widely known as "Lobster," is reshaping the AI industry's trajectory in 2026, steering focus from generative models toward...
    Tuesday 31 March 2026
    Apple sustains growth with budget MacBook Neo and OpenClaw craze
    Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...
    Tuesday 31 March 2026
    LCD monitor panel prices rose as notebook panel price drop slowed in March
    Rising upstream costs and constrained fab capacity are driving increases in LCD monitor panel prices, with April hikes likely as display driver and timing-controller ICs gain. Tight...
    Tuesday 31 March 2026
    DFI drives defense and automation growth amid rising edge computing demand
    As edge computing moves from pilot phases to broad deployment, industrial PC vendors are shifting emphasis toward system stability, supply flexibility, and reduced long-term maintenance...
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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