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    NEWS TAGGED 2026
    Friday 10 July 2026
    Meta readies Iris chip, locks in supply for push to 14 gigawatts
    Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
    Friday 10 July 2026
    CSP ASIC demand drives structural growth in high-speed interconnects
    As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast...
    Friday 10 July 2026
    HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

    High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

    Friday 10 July 2026
    China's AI talent demand spreads into chips, rare earths, and new materials
    China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
    Friday 10 July 2026
    Malaysia solar firms rush to secure stock before China tax breaks end
    Malaysia's renewable energy market is expected to keep expanding in 2026 as data center construction and rising solar adoption support demand, while Chinese policy changes are already...
    Friday 10 July 2026
    Liteon Technology June revenue jumps 37% on AI server power demand
    Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
    Friday 10 July 2026
    Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026
    Global Mixed-mode Technology reported June revenue of NT$743 million (US$23.16 million), down 0.71% from May but up 7.19% from a year earlier. The Taiwanese PMIC maker said second-quarter...
    Friday 10 July 2026
    Hushan reports June sales as North America aftermarket demand cools briefly
    Hushan said its self-reported consolidated revenue for June was about NT$120 million (US$3.74 million), led by about NT$61 million from door-handle products, about NT$28 million from...
    Friday 10 July 2026
    Arbor posts record June sales as edge AI demand lifts first-half revenue
    Taipei-based industrial PC maker Arbor reported record consolidated revenue in June 2026 and said demand for edge AI, smart manufacturing and industrial digital transformation continued...
    Friday 10 July 2026
    JPC Connectivity June revenue hits a new high on AI data center demand
    AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...
    Friday 10 July 2026
    Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026
    Cadmen said June revenue rose 9.28% year on year to NT$71.19 million (US$2.22 million), while first-half revenue climbed 9.66% to NT$401 million (US$12.52 million). The computer-aided...
    Friday 10 July 2026
    Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

    Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has...

    Friday 10 July 2026
    BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

    BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

    Friday 10 July 2026
    China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai

    When the 2026 World Artificial Intelligence Conference (WAIC) opens on July 17, its exhibition halls will double as a statement: China...

    Friday 10 July 2026
    China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC
    Two Chinese technology players will use the 2026 World Artificial Intelligence Conference (WAIC), running July 17-20 in Shanghai, to present what each bills as the world's first AI...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook