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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    Aug 3, 18:58
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    Aug 3, 18:57
    BYD accelerates in-house chip push with 4nm Xuanji A3
    Aug 3, 18:57
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    Aug 3, 18:57
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    Aug 3, 18:56
    NEWS TAGGED DEMAND
    Tuesday 4 August 2026
    Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
    Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...
    Tuesday 4 August 2026
    Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

    China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...

    Tuesday 4 August 2026
    RichWave says Wi-Fi 7 momentum stays strong in 2H26

    RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

    Monday 3 August 2026
    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    Major memory suppliers are increasing capital spending as AI-related demand from U.S. technology companies accelerates, but Kioxia is keeping investment comparatively tight. According...
    Monday 3 August 2026
    Amazon deepens OpenAI ties with US$50B AWS expansion
    Amazon has completed the latest round of its US$50 billion investment in OpenAI, fully funding an originally conditional financing package that gives it about a 5% stake in the company...
    Monday 3 August 2026
    Coretronic's OLED and auto-display gains point to steadier growth as NB weakens
    Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...
    Monday 3 August 2026
    CSCC opens Pingtung R&D center to target battery, semiconductor supply chains
    China Steel Chemical Corporation has opened a new research and development center at its Pingtung plant as it expands into lithium battery anode materials, advanced carbon materials,...
    Monday 3 August 2026
    MA-tek sells Shanghai unit, expands AI market push in Japan and the US

    MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

    Monday 3 August 2026
    AI infrastructure orders extend PCB expansion race
    Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
    Monday 3 August 2026
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Merry Electronics cites costs and overseas ramp-up as 2026 profit risks
    Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...
    Monday 3 August 2026
    xLight bets on EUV light source, eyes ASML deal
    The semiconductor industry is grappling with a supply-demand imbalance as AI-driven demand for advanced-node chips outpaces global capacity by several times, pushing up fab utilization...
    Monday 3 August 2026
    Taiwan auto market braces for second-half sales push as new models arrive
    Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...
    Monday 3 August 2026
    MA-tek sells 80% stake in Shanghai subsidiary to accelerate global expansion
    Semiconductor testing company Materials Analysis Technology (MA-tek) approved the sale of an 80% stake in its Chinese subsidiary MA-tek Technology Testing (Shanghai), as it moves to...
    Monday 3 August 2026
    Apple says advanced-node capacity tightens amid 2nm race

    Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

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    Research Report Database
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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