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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    11h 47min ago
    Memory price surge intensifies NB shortage through 2026
    11h 47min ago
    Commentary: What's the real game behind Arm's chip venture?
    11h 47min ago
    Chinese automakers face challenges in Mexico despite initial success
    11h 47min ago
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    11h 47min ago
    Analysis: Deepdive into Huawei's 2025 annual report
    11h 47min ago
    NEWS TAGGED DEMAND
    Monday 23 March 2026
    Commentary: CPO mass production put to test as photonic integration faces challenges
    Driven by massive demand from cloud AI, silicon photonics continues to gain momentum. At the Optical Fiber Communication Conference (OFC 2026), industry players engaged in in-depth...
    Monday 23 March 2026
    Ventec eyes double-digit growth in 2026 amid product price hikes and niche material expansion
    Niche copper-clad laminate (CCL) manufacturer Ventec expects to achieve double-digit revenue growth in 2026, driven by ongoing product price increases and strategic expansion into...
    Monday 23 March 2026
    Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

    Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

    Sunday 22 March 2026
    Chunghwa Precision Test breaks ground on new Taiwan plant to meet AI chip demand
    Chunghwa Telecom-owned probe card manufacturer Chunghwa Precision Test (CHPT) broke ground on a new plant on March 20 at the Pingzhen Industrial Park in Taoyuan, signaling an aggressive...
    Saturday 21 March 2026
    SK Hynix targets autonomous fabs by 2030 to tackle AI-driven manufacturing challenges
    SK Hynix is targeting the development of autonomous semiconductor fabrication facilities by 2030 as it seeks to address rising AI-driven demand and increasing manufacturing complexity,...
    Saturday 21 March 2026
    MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026
    With silicon photonics (SiPh) demand surging, MA-tek chairwoman Yong-Fen Hsieh announced the company has secured major orders from the world's three largest customers, driving revenue...
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q 2026

    Introduction

    Friday 20 March 2026
    Samsung reportedly secures OpenAI HBM4 supply deal, shifts foundry capacity
    Samsung Electronics is reportedly set to exclusively supply sixth-generation high-bandwidth memory (HBM4) to OpenAI while reallocating more than half of its advanced foundry capacity...
    Friday 20 March 2026
    Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
    DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
    Friday 20 March 2026
    Memory price surge drives Transcend's 15x profit growth in January 2026
    Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
    Friday 20 March 2026
    MediaTek on cruise control as chipmakers scramble for next-gen silicon photonics standards
    Nvidia GTC 2026 and the Optical Fiber Communication Conference (OFC) have underscored the growing importance of optical communication in cloud AI, with chipmakers playing an increasingly...
    Friday 20 March 2026
    As NAND makers move on, MLC memory nears the end of the line

    As global NAND flash makers shift toward higher-layer 3D architectures, legacy MLC NAND is slipping into a severe supply-demand imbalance...

    Friday 20 March 2026
    Nvidia Vera Rubin servers to drive liquid cooling demand
    Nvidia has revealed more details about its next-generation Vera Rubin (VR) servers at Nvidia GTC 2026, confirming a full transition to liquid cooling architecture. Thermal module makers...
    Friday 20 March 2026
    Analysis: Alibaba and Baidu raise AI pricing as token-based model reshapes cloud economics
    Alibaba and Baidu have raised prices for AI computing services, reflecting a broader shift in how cloud providers monetize AI as demand for tokenized workloads accelerates.
    Friday 20 March 2026
    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
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    Research Report Database
    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