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    ODM/EMS March revenue surged driven by AI server demand
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    Glass substrate moves from R&D to mass production
    4h 25min ago
    JCET advances in advanced packaging with CPO samples shipped and large glass substrate validation
    4h 25min ago
    Huawei backs North Ocean Photonics to boost domestic optical chip autonomy
    4h 25min ago
    China's auto market faces fierce competition amid cooling demand
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    Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
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    NEWS TAGGED 2025
    Tuesday 31 March 2026
    Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
    Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
    Tuesday 31 March 2026
    Innodisk: AI memory demand outpaces supply; NAND, DRAM price keeps climbing
    AI and edge computing demand is accelerating, prompting industrial memory module maker Innodisk to project strong growth through 2026. Chairman and president Randy Chien said NAND...
    Tuesday 31 March 2026
    Chinese GPU maker Moore Threads wins US$91 million AI cluster order

    Chinese GPU developer Moore Threads has secured a CNY660 million (approx. US$95.5 million) contract to supply its KUAE intelligent computing...

    Tuesday 31 March 2026
    China's EVE Energy hits record revenue in 2025, but margins come under pressure
    EVE Energy reached a record CNY61.47 billion (approx. US$8.8 billion) in revenue for 2025, driven by strong growth in its energy storage segment, yet profit growth remained minimal,...
    Tuesday 31 March 2026
    Taiwan's auto industry goes digital as chips eclipse carmaking
    Taiwan's automotive industry is undergoing a profound transformation, shifting away from traditional mechanical assembly toward what analysts describe as a semiconductor- and ICT-driven...
    Tuesday 31 March 2026
    Huawei poaches top scientist as Germany's tenure rules drive talent away
    Huawei has recruited a leading scientist from a German research institute, raising concerns among the German government and academic circles. According to Nikkei Asia, Martin...
    Tuesday 31 March 2026
    BYD faces tougher market with rising sales, falling profits
    BYD on March 27 released its audited 2025 results, according to disclosures compiled by Sina Finance, showing steady revenue growth but a notable decline in profitability...
    Tuesday 31 March 2026
    South Korea's ENERZAi partners with Advantech to expand global edge AI market
    South Korean edge AI software startup ENERZAi, which has developed a 1.58-bit ultra-low bit quantization technology, is collaborating closely with Taiwan industrial PC leader Advantech...
    Monday 30 March 2026
    Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast

    Introduction

    Monday 30 March 2026
    Passive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

    Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China...

    Monday 30 March 2026
    Samsung reportedly aims to begin silicon photonics mass production in 2028
    Samsung Electronics plans to mass-produce silicon photonics starting from 2028, a move that could reshape global data-center networking, AI hardware integration, and foundry competition...
    Monday 30 March 2026
    Huawei PanguLM lead exits, reviving model controversy

    Huawei's AI leadership is facing renewed turnover. Wang Yunhe, director of Huawei Noah's Ark Lab and a key architect behind PanguLM, has...

    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    Sony raises PlayStation 5 prices amid memory costs spike
    Sony Group's gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective...
    Monday 30 March 2026
    Senao International eyes AI and used phone demand to drive 2026 growth
    Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
    5/280 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