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    Innolux posts small 2025 profit during ongoing factory sale drama
    14min ago
    Middle East conflict disrupts auto supply chains, triming low-end models
    Mar 12, 18:50
    China achieves mass production of T1200-grade carbon fiber, advancing semiconductor and robotics materials
    Mar 12, 18:50
    Memory price surge reshaped PC market, hitting Chromebook hardest amid AI boom
    Mar 12, 18:50
    Middle East turmoil impacts South Korean exports and semiconductor supply chain
    Mar 12, 18:50
    US section 337 investigation puts Taiwanese auto parts suppliers on the spot
    Mar 12, 18:50
    Exclusive: Middle East conflict and AI demand drive cost pressures, supply chain shifts procurement risks to clients
    Mar 12, 18:50
    HomeRegions
    Tuesday 10 March 2026
    Moxa eyes Middle East market growth amid energy and AI infrastructure demand
    Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region at its Lunar New Year media event. General Manager Eddy Lin emphasized that geopolitical conflicts remain a concern, but ongoing semiconductor capacity expansion, supply chain diversification, edge AI upgrades, data center buildout, and critical system monitoring will drive double-digit growth for Moxa in 2025
    Tuesday 10 March 2026
    Taiwan-US memory, foundry, and packaging expansions surge; Malaysia and India reportedly face delays
    The global semiconductor industry is rapidly expanding production capacity, with Taiwan, the US, and China accelerating memory, advanced packaging, and wafer foundry construction plans. Supply chain sources report a sharp order increase for 2026, driven not only by TSMC's large-scale expansions in Taiwan and the US but also by accelerated memory fab projects from Nanya Technology and Micron, alongside continuous growth in China's semiconductor output
    Tuesday 10 March 2026
    China's EV charging war: BYD strikes back at CATL
    China's electric vehicle industry is shifting its competitive focus from driving range to charging speed, as automakers and battery suppliers race to cut recharging times and improve energy replenishment efficiency
    Tuesday 10 March 2026
    Japan targets JPY40 trillion in domestic semiconductor sales by 2040
    Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts to rebuild its chip industry and capture growing demand from AI and data center applications, according to Nikkei
    Tuesday 10 March 2026
    BOE capex slowdown raises concerns for Korean display equipment suppliers
    Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied heavily on Chinese demand for growth
    Tuesday 10 March 2026
    AI short drama 'Huo Qubing' goes viral, Seedance 2.0 cuts video generation cost below US$0.14/sec
    AI-generated video technology is rapidly disrupting the film and television industry. The recent AI-generated Chinese short drama Huo Qubing has gone viral on social media, sparking discussions with its near-realistic visuals and extremely low production costs
    Monday 9 March 2026
    US lawmakers seek to extend Huawei sanctions to US subsidiary Futurewei

    Bipartisan US lawmakers are pressing the Trump administration to extend Huawei sanctions to its US research subsidiary, Futurewei Technologies, warning that the entity may allow the Chinese telecom group to maintain research activities in the US despite existing restrictions

    Monday 9 March 2026
    China warns Nexperia dispute could trigger new global chip shortage
    China's commerce ministry has warned that the conflict between Dutch chipmaker Nexperia and its Chinese subsidiary could trigger another global semiconductor supply chain crisis, raising fresh concerns over potential disruptions to automotive chip supplies
    Monday 9 March 2026
    China's new Five-Year Plan pairs tech push with consumption pivot
    China's draft 15th Five-Year Plan for 2026–2030 signals that Beijing is seeking to rebalance its economic model while keeping technological development at the center of national strategy
    Monday 9 March 2026
    Mitsui partners with Kaynes and AOI Electronics to support Indian OSAT business
    Mitsui has concluded a strategic business partnership agreement with Kaynes Semicon Private Limited, an OSAT (semiconductor back-end process) company in India, and AOI Electronics, the largest Japanese OSAT company. The agreement aims to support the start-up and operation of Kaynes' OSAT business and to facilitate sales of products manufactured by Kaynes
    Monday 9 March 2026
    South Korea's IC design moves to bridge demand and local foundries
    Despite holding a dominant position in the memory chip industry, South Korea's system semiconductor ecosystem remains underdeveloped, with the country's IC design market share at only about 2%. Kyung-ho Kim, the newly appointed chairman of the Korea Fabless Industry Association (KFIA), has outlined plans to build a design ecosystem closely tied to actual market demand and to strengthen collaboration with domestic foundries
    Monday 9 March 2026
    Tungsten prices surge nearly 6x amid China export controls and geopolitical tensions with Japan
    Geopolitical strains between China and Japan have intensified following Japanese Prime Minister Sanae Takaichi's remarks on "Taiwan contingencies," impacting Japanese firms' access to high-purity tungsten powder. Although companies maintain inventories, urgent material needs from advanced semiconductor process gases and PCB drill bits face price pressure, prompting some major PCB drill manufacturers to consider price hikes
    Monday 9 March 2026
    Industry mulls thicker HBM standards for 20-layer stacks
    Global semiconductor companies are discussing relaxing thickness standards for next-generation high-bandwidth memory (HBM) as the industry moves toward higher stack counts in future designs, according to ZDNet Korea
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity at TSMC to its next-generation Vera Rubin platform, as regulatory barriers in both the US and China continue to cloud prospects for sales to Chinese customers, the Financial Times reported

    Monday 9 March 2026
    India roundup: Japan, South Korea deepen push as semiconductor and tech investments expand
    Japanese and South Korean firms are expanding their presence in India as the country strengthens its semiconductor and technology ecosystem. Rohm has partnered with Suchi Semicon for back-end manufacturing, while Hanmi Semiconductor and OLED materials firm Lordin are advancing India plans alongside Micron's new facility
    3/40 pages
    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