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    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    11h 54min ago
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    11h 56min ago
    Chenbro highlights four risk factors amid promising AI server outlook
    Mar 11, 18:09
    Apple finalizes book-style design for foldable iPhone
    Mar 11, 17:52
    US-Iran war disrupts helium supply chain for South Korean semiconductor firms
    Mar 11, 17:52
    Semcos secures exclusive ABF substrate orders for Tesla AI chips for 2027
    Mar 11, 17:52
    NEWS TAGGED CAPACITY
    Monday 9 March 2026
    Nvidia halts China-bound H200 production, shifts TSMC capacity to Vera Rubin

    Nvidia has halted production of artificial intelligence (AI) chips intended for the Chinese market and redirected manufacturing capacity...

    Monday 9 March 2026
    OpenAI, Oracle rethink Texas expansion, though Stargate buildout continues
    OpenAI and Oracle's decision to drop a planned expansion at their flagship Texas AI campus highlights the shifting economics and technology cycles of large-scale AI infrastructure...
    Sunday 8 March 2026
    DynaPack plans triple BBU capacity expansion to meet AI data center demand
    With AI data centers now integrating battery backup units (BBU), battery module maker DynaPack plans to add an additional 200% to its production capacity at its Taiwan and Thailand...
    Sunday 8 March 2026
    SpaceX shifts from GaAs as scalable silicon and perovskite solar technologies advance
    In early 2026, Tesla CEO Elon Musk visited China to inspect its solar supply chain, focusing on back-contact, heterojunction, and perovskite technologies. This move suggests a reevaluation...
    Saturday 7 March 2026
    Largan avoids low-margin orders as optical industry enters slow season
    Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce...
    Saturday 7 March 2026
    TienPin eyes stable growth in 2026 as AI server liquid-cooling cleaning demand heats up
    TienPin United Enterprise has been benefiting from a rapid surge in the artificial intelligence (AI) server liquid-cooling cleaning business since the second half of 2025, with its...
    Friday 6 March 2026
    AP Memory expands S-SiCap capacity as chipmakers shift toward custom memory
    AP Memory expects growth momentum to extend into 2026, with revenue visibility already exceeding the typical six-month outlook seen in previous years. Tight supply in the global memory...
    Friday 6 March 2026
    SuperAlloy targets 2026 growth with semiconductor components and recycled aluminum
    SuperAlloy Industrial said it plans to return to growth by 2026, pivoting to semiconductor components and expanding its recycled aluminum capacity, following a subdued year for its...
    Friday 6 March 2026
    Rising silver prices shift solar technology race toward low-silver cells
    Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating...
    Friday 6 March 2026
    Intel’s EMIB gains traction as CoWoS alternative, reviving IC substrate investment
    The global AI surge has sharply increased demand for advanced chips, leaving TSMC's CoWoS capacity in tight supply. Intel's advanced packaging strategy is set to reach a critical turning...
    Friday 6 March 2026
    China's mature process chip investments alarm Taiwan; government urged to audit local firms' China production
    Taiwan's Legislative Yuan has yet to review the 2026 central government budget amid political deadlock, but lawmakers have raised concerns over China's massive subsidies and capacity...
    Thursday 5 March 2026
    Persistent DRAM shortage to push prices and capacity investments higher, Nanya says
    DRAM supply-demand tightness and rapid AI-driven demand expansion will drive contract prices up and prompt sustained capacity investment, Nanya Technology (NTC) president Pei-Ing Lee...
    Thursday 5 March 2026
    Micron unveils 256GB SOCAMM2, scaling AI server memory to 2TB per CPU

    Artificial intelligence (AI) infrastructure is evolving faster than traditional server hardware cycles can accommodate. As AI workloads...

    Thursday 5 March 2026
    Taiwan weighs power controls for AI data centers as compute push tests grid capacity

    Taiwan is exploring regulatory measures to manage the rising electricity demand from AI computing infrastructure, even as the government...

    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    2/63 pages
    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