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    NEWS TAGGED 2028
    Friday 5 June 2026
    GoldKey Technology sees memory crunch lasting into 2028 as AI demand lifts prices

    GoldKey Technology expects memory shortages to persist into 2028, with AI demand and structural supply constraints set to keep prices...

    Wednesday 3 June 2026
    GSEO sees CPO business as potential second growth engine from 2027 to 2028
    Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
    Tuesday 2 June 2026
    Foxconn, Nvidia advance robotaxi fleet plans, eye 2028 southern Taiwan launch
    Nvidia announced at its GTC Taipei 2026 event that it will significantly expand the ecosystem of its Nvidia Drive Hyperion robotaxi-ready platform, bringing together global automakers,...
    Monday 1 June 2026
    Compeq says AI infrastructure will drive sharp revenue and profit gains in 2027 and 2028
    Compeq Manufacturing Co. told shareholders on May 28 that AI infrastructure demand has transformed the printed circuit board industry and will push high-end PCB manufacturing complexity,...
    Thursday 28 May 2026
    Marvell raises multi-year outlook as AI data center demand drives accelerating growth
    On May 27, Marvell Technology reported record revenue in the fiscal first quarter of 2027 and raised its long-term outlook, citing accelerating demand for AI-related data center infrastructure,...
    Thursday 28 May 2026
    Marvell eyes XPU and attach wins as pillars of custom silicon growth
    Marvell Technology has said its custom silicon business and data center solutions are emerging as central pillars of its long-term growth strategy, driven by rising demand from hyperscale...
    Wednesday 27 May 2026
    WinWay weighs Texas shift after AI chip testing surge in North America
    US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only...
    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Wednesday 20 May 2026
    Former Samsung semiconductor head warns that memory prices and demand could fall sharply after 2028
    The global semiconductor industry has been focused on a memory supercycle, with some forecasts suggesting the upturn could last until 2030. However, Kye-hyun Kyung, former head of...
    Tuesday 19 May 2026
    Anthropic urges US to close chip export loopholes and ban AI distillation attacks
    Anthropic urged US policymakers to tighten chip export controls and pass legislation banning so-called distillation attacks, warning that failure to act could allow China to shape...
    Wednesday 13 May 2026
    Inventec sees strong AI, general-purpose server demand through 2028
    Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
    Wednesday 6 May 2026
    Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
    Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
    Tuesday 5 May 2026
    AMI capacity sold out through 2028 as CCL makers race for high-end tools

    The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

    Tuesday 5 May 2026
    Samsung reportedly eyes SiC foundry reboot, targets 2028 mass production
    Samsung Electronics is reportedly restarting its silicon carbide (SiC) wafer foundry business, aiming to tap into the fast-growing next-generation power semiconductor market, reinforce...
    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
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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 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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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook