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    Commentary: ASML's upcoming financial reports highlights EUV capacity challenges
    1h 3min ago
    Analysis: China's humanoid robot market soldifies three-way competition
    1h 3min ago
    Samsung plans to add Pro model to Galaxy S27 lineup
    1h 3min ago
    Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand
    1h 3min ago
    Apple leverages supply chain advantage to boost market share despite AI lag
    1h 5min ago
    Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth
    1h 7min ago
    NEWS TAGGED DATA
    Wednesday 1 April 2026
    Top 10 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
    CEA-Leti bets on Taiwan fabs to turn Europe's chip research into reality
    Europe is tightening its semiconductor research links with Taiwan's manufacturing engine, with French research institute CEA-Leti positioning itself as a gateway between the two ec...
    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
    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
    US rare earth commissions stillwater magnet line, advancing domestic supply of critical materials
    US Rare Earth's commissioning of its Stillwater commercial magnet production line enables deliveries of neodymium-iron-boron magnets in the second quarter of 2026, potentially easing...
    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
    Nvidia CEO Jensen Huang reframes AI compute as a token-minting revenue machine
    Nvidia CEO Jensen Huang said on the Lex Fridman Podcast that computing is undergoing a structural shift — from a "storage system," where data is pre-defined and retrieved, to...
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Phison and Intel go hybrid to keep China's AI lobster craze from burning out
    The recent craze for OpenClaw "lobster raising" in China has sparked massive token consumption, with Yangtze Memory Technologies (YMTC) calling it the first killer app of AI agents...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    Swancor debuts fully recyclable AI robots, leveraging advanced composites for scalable industrial adoption
    Swancor Holding's subsidiary, Swancor Robotech, on March 27, opened an intelligent robot application demonstration center in Neihu, Taipei, highlighting progress in integrating artificial...
    Monday 30 March 2026
    AI meets reality: why physical data is the real constraint

    Artificial intelligence is entering a new phase centered on agentic systems, with momentum shifting from digital environments to real-world...

    Monday 30 March 2026
    AI compute shifts to inference, reshaping data center bottlenecks

    The focus of artificial intelligence computing is set to shift from training to inference beyond 2025, a transition that will also redefine...

    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Blue Origin files plan for space-based computing network
    Blue Origin, the aerospace venture founded by Amazon founder Jeff Bezos, is moving to enter the emerging field of space-based computing, outlining plans to deploy a vast network of...
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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