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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    1h 55min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    1h 55min ago
    Middle East conflict drives up electronic industry costs and delays
    1h 55min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    1h 55min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    1h 55min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    1h 55min ago
    NEWS TAGGED 2026
    Thursday 2 April 2026
    Benefits of CXL in server memory configuration

    Introduction

    Thursday 2 April 2026
    Wiwynn taps optics chief to deepen CPO push for AI servers

    Wiwynn has nominated LandMark Optoelectronics chairman and CEO Steven Chang to its 2026 board, reinforcing its push into co-packaged optics...

    Thursday 2 April 2026
    Copper price surge drives quarterly lead frame price hikes
    Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
    Thursday 2 April 2026
    Taiwan car market shows structural shifts, with Tesla deliveries surging
    Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...
    Thursday 2 April 2026
    South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
    South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...
    Thursday 2 April 2026
    Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
    As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
    Thursday 2 April 2026
    Up Young targets double-digit revenue growth in 2026 through business and brand expansion
    Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development...
    Thursday 2 April 2026
    TSMC's US expansion held ransom as JASM takes flight
    TSMC is winning quietly in Japan and losing loudly in Washington — and the reason may have nothing to do with chips.
    Thursday 2 April 2026
    Commentary: What's the real game behind Arm's chip venture?
    Amid AI-driven shifts, Arm launched its AGI CPU in March 2026 to address system-level optimization lacking in highly customized data center CPUs. Partnering with Meta and supported...
    Thursday 2 April 2026
    Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

    In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code...

    Thursday 2 April 2026
    Microsoft bets US$6.5 billion on Southeast Asia AI buildout, spanning Singapore and Thailand

    Microsoft has unveiled back-to-back investments across Southeast Asia, committing US$5.5 billion to Singapore and more than US$1 billion...

    Thursday 2 April 2026
    Notebook shortages persist despite rumors of easing memory prices
    Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
    Thursday 2 April 2026
    ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround
    Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...
    Thursday 2 April 2026
    Kioxia sets cutoff for legacy NAND, phases out SLC and MLC lines by 2026
    Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
    Thursday 2 April 2026
    Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

    Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

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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