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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    Apr 16, 19:31
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    Apr 16, 19:30
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    Apr 16, 19:30
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    Apr 16, 19:30
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    Apr 16, 19:30
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    Apr 16, 19:30
    NEWS TAGGED CAPACITY
    Friday 17 April 2026
    Visionox starts 8.6G AMOLED tool install, pushes FMM-free OLED
    China-based display maker Visionox is stepping up its push into next-generation AMOLED manufacturing, announcing on April 15 a key milestone at its 8.6-generation production line in...
    Friday 17 April 2026
    Musk's foundry push forces chipmakers to rethink customer relationships
    Elon Musk has said that the computing demands of Tesla, xAI, and SpaceX will far exceed current semiconductor supply capacity, arguing that existing production can meet only a fraction...
    Friday 17 April 2026
    J&V Energy Technology's Greenet to list on OTC in May 2026 as it pursues rapid capacity expansion
    J&V Energy Technology's Greenet plans to list on the OTC market in May 2026 and is fully booked, signaling a rapid global push into green power as it seeks to scale to 800-850...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
    Thursday 16 April 2026
    Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
    Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
    Thursday 16 April 2026
    Global Expansion of 2.5D/3D Packaging: Strategic Moves in the US, Asia, and Beyond

    Introduction

    Thursday 16 April 2026
    Renesas reports accelerated MRDIMM adoption in China
    As AI servers rapidly increase demand for high bandwidth and large-capacity memory, Renesas Electronics noted that, driven by strong demand in China and expanding capacity, its Memory...
    Thursday 16 April 2026
    ASE Holdings to acquire Innolux Fab 5 for US$460 million

    ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the...

    Thursday 16 April 2026
    Advanced Power Electronics confirms price hikes amid memory shortage hitting PC revenue
    Advanced Power Electronics Corp.'s (APEC's) report signaling rising component costs and constrained foundry capacity has implications for global tech supply chains, potentially affecting...
    Thursday 16 April 2026
    Gulf states turn to alternative air defenses as US delivery delays persist

    Middle Eastern Gulf states are seeking alternative air defense systems as delays in US weapons deliveries and rising regional tensions...

    Thursday 16 April 2026
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited

    China-based Yangtze Memory Technologies Corp (YMTC) is advancing an aggressive expansion plan that could become the world's third-largest...

    Thursday 16 April 2026
    ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
    The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
    Wednesday 15 April 2026
    YMTC to more than double capacity with new fabs amid China chip push
    Yangtze Memory Technologies Corp (YMTC) plans to build two additional fabrication plants, alongside a third facility nearing completion — a move that would more than double its...
    Wednesday 15 April 2026
    Nscale redirects OpenAI's Stargate Norway capacity to Microsoft
    Hyperscaler Nscale has agreed to rent data center capacity to Microsoft at its campus in Narvik, Norway. Located in the Arctic Circle, the site was previously intended for OpenAI as...
    Wednesday 15 April 2026
    Taiwan's Ministry of Digital Affairs advances drone-based high-altitude platform station plan
    To strengthen communications resilience, Taiwan's Ministry of Digital Affairs (MODA) is promoting a high-altitude platform station (HAPS) project. The initiative uses domestically...
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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