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Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Global smartphone industry, 1Q 2026
Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY
Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market
Memory makers' revenues are estimated to hit another record high in the second quarter of 2026; The US, Japan, and South Korea launch new product competitions, while Taiwanese players continue to pursue niche market momentum.
Notebook shipment update, April 2026
Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.
Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP
Panel makers' FOPLP strategies vary, with Innolux being the most active. AUO utilizes RDL technology to develop emerging applications such as satellite antennas.
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion
Taiwan, China wafer foundry industry, 2Q 2026: Cross-strait revenues to surge over 25%
Taiwan and China's wafer foundry industry off-season was not slow, and the price hike effect will drive up cross-strait industry revenues in the second quarter of 2026 and full-year 2026.
From tech glasses to AI gateways: Smart eyewear becomes the entry point for AI agents
Lightweight and affordable smart glasses are gradually becoming popular, with related brands and third-party developers integrating AI agents onto the mobile devices.
Taiwan broadband CPE industry, 1Q 2026: 10G upgrades drive volume but pricing pressures linger
Global broadband CPE shipments in the second quarter of 2026 are estimated to see a yearly growth of 3.4%, with PON CPE supporting shipment growth.