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    Insight: Alibaba built a three-layer AI investment strategy around chips, memory and models
    5h 37min ago
    UK opens up more to China as international academic collab shifts
    5h 37min ago
    Commentary: Intel must prove AI demand can turn into deliverable capacity
    5h 37min ago
    Commentary: Why are Chinese automakers finding it so hard to cut dependence on CATL?
    5h 51min ago
    US auto industry races to replace China-linked connected vehicle hardware and software
    5h 55min ago
    NEWS TAGGED 2027
    Wednesday 22 July 2026
    TSMC raises 2027 chip prices, giving Intel fresh pricing room

    TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion...

    Wednesday 22 July 2026
    Memory shortage to worsen in 2027 as AI inference strains supply, Silicon Motion CEO says
    The global memory shortage will worsen in 2027 and may not begin to ease until the second half of 2028, with prices likely to remain elevated for the next two to three years, according...
    Wednesday 22 July 2026
    Academia Sinica quantum chip platform targets production by end of 2026
    Academia Sinica said its quantum chip fabrication platform in Tainan is moving through equipment calibration and is expected to start producing quantum chips by the end of 2026. The...
    Tuesday 21 July 2026
    Elite Material, TUC race ahead in AI CCL push

    As AI server products accelerate their generational shift and demand higher-frequency, higher-speed transmission, the upgrade cycle...

    Tuesday 21 July 2026
    Samsung could overtake SK Hynix in the HBM market by 2027
    Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
    Monday 20 July 2026
    Hanmi Semiconductor speeds up HBM tool output and plants US flag as equipment shortage looms
    South Korea's Hanmi Semiconductor is racing to expand output of the bonding equipment that global memory and foundry makers rely on to build high-bandwidth memory (HBM), warning that...
    Friday 17 July 2026
    Taiwan's 2027 tech budget rises 6.2% to NT$176.8 billion, targeting AI and space

    Taiwan plans to increase its technology budget by 6.2% in 2027 to accelerate investment in artificial intelligence (AI), space technology...

    Friday 17 July 2026
    Japan's ACSL eyes Taiwan drone supply chain expansion, commits to TADTE 2027
    Japanese industrial drone maker ACSL is open to expanding procurement from Taiwan as it strengthens its international supply chain strategy, with the company accepting an invitation...
    Friday 17 July 2026
    TSMC says A14 process on track for 2028 volume production
    TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.
    Thursday 16 July 2026
    Foxconn shows Model A and Model B EVs in Japan through CDMS push
    Foxconn recently displayed its Model A and Model B electric vehicles in Tokyo, as the Taiwanese manufacturer stepped further into Japan's EV market. The vehicles were shown for the...
    Thursday 16 July 2026
    ASML signals pricing power and a two-year capacity sprint as AI tightens the lithography bottleneck
    During the question-and-answer session of ASML's second-quarter 2026 earnings call on July 15, executives at the world's only maker of extreme ultraviolet (EUV) lithography systems...
    Thursday 16 July 2026
    Chip inflation drives phone prices higher, clouds 2027 demand
    Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
    Wednesday 15 July 2026
    AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
    AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
    Wednesday 15 July 2026
    PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
    Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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