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    NEWS TAGGED 2026
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Exclusive: Nanya Tech revenue hits record on DRAM price surge; Kioxia clarifies investment intent
    Nanya Technology Corporation (NTC) reported March 2026 revenue of NT$18.17 billion (approx. US$568.15 million), up 16.42% month-over-month and 560.04% year-over-year. First-quarter...
    Saturday 4 April 2026
    Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
    Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
    Saturday 4 April 2026
    Samsung strike threat clouds PMIC, mature-node outlook
    Samsung Electronics reportedly faces renewed strike risk after union talks stalled, threatening already tight mature-node semiconductor supply chains. Power management ICs (PMICs)...
    Friday 3 April 2026
    2026 USTR Report: landmark 'ART' pact reshapes US-Taiwan trade landscape
    The Office of the United States Trade Representative (USTR) has designated Taiwan as a highly cooperative and pivotal trading partner in its 2026 National Trade Estimate (NTE) Repo...
    Friday 3 April 2026
    US faces split Asia: allies build 'sovereignty walls' as digital tensions rise

    The 2026 National Trade Estimate (NTE) Report signals a new era of digital friction between the US and its closest Asian allies.

    Friday 3 April 2026
    US-China trade tensions deepen as supply chains fracture despite tariff truce

    The trade environment for US businesses operating in or trading with China deteriorated sharply between 2025 and 2026, according to a comparative...

    Friday 3 April 2026
    Taiwan pushes ahead with AI and tech agenda even as budget deadlock threatens fiscal paralysis
    Taiwan sits at a rare intersection of economic momentum and political gridlock. The island's economy expanded 8.68% in 2025, exports hit a record US$640.75 billion, and per capita...
    Friday 3 April 2026
    Taiwan tackles CPO testing bottlenecks to scale SiPh for AI data centers
    The surge in AI computing power is driving explosive demand for high-speed optical interconnects in data centers. Forecasts show that by 2026, over 50% of data center transceiver sales...
    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...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook