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    Malaysia's Oppstar revises AI chip deal, formalizes US$2.9 million design contract
    35min ago
    Anthropic expands India leadership team as enterprise and startup AI adoption accelerates
    35min ago
    Morgan Stanley: Supply constraints to drive next phase of the AI boom
    36min ago
    Acer sees AI token economy extending Taiwan's PC supply-chain gains
    39min ago
    Export controls cast a shadow over AI's optical communications supply chain
    40min ago
    DeepX targets wider NPU partnerships at Computex 2026
    41min ago
    Column: Embodied reasoning brings robots closer to deeper thinking
    41min ago
    Nvidia ramps up hiring in Vietnam for AI server assembly, eyes closer Foxconn collab
    May 28, 18:29
    Four major shifts for AI semiconductors as physical AI moves into factories
    May 28, 18:29
    Capacity is the new moat in the ASIC race
    May 28, 18:29
    AI chip battle expands into CPUs as cloud giants target agentic AI
    May 28, 18:29
    Why has Xpeng’s South Korea debut stalled?
    May 28, 18:29
    SpaceX says AI chip shortage threatens Orbital AI push
    May 28, 18:29
    NEWS TAGGED COMPONENT
    Friday 29 May 2026
    Lenovo redesigns ThinkPad and shifts to services as component inflation squeezes PC market
    Lenovo is pursuing a "dual-down" strategy to capture market share as rising memory prices and CPU shortages squeeze PC makers, shifting from hardware supplier to a technology solutions...
    Thursday 28 May 2026
    Apple's entry-level push puts pressure on Windows notebook makers
    Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer...
    Thursday 28 May 2026
    Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
    Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
    Thursday 28 May 2026
    Yageo tops Murata in AI-driven passive component orders

    Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

    Wednesday 27 May 2026
    Hiwin opens Italy HQ, bridging Europe to global markets
    Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting...
    Wednesday 27 May 2026
    Copper crunch hits components cost amid AI demand surge
    Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...
    Wednesday 27 May 2026
    Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
    Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
    Tuesday 26 May 2026
    Darfon Electronics invests in AI cooling systems maker GrAndvance
    As demand for high-performance computing continues to rise, thermal management has emerged as one of the most critical constraints on server performance. Liquid cooling systems, once...
    Tuesday 26 May 2026
    Wiwynn expands US capacity as AI server boom strains power and supply chains

    Taiwan-based AI server maker Wiwynn is accelerating its global expansion as surging demand for AI infrastructure creates mounting pressure...

    Tuesday 26 May 2026
    Inside China's humanoid robot boom: Price war, fractured supply chains
    China's humanoid robot market is expanding rapidly, but intensifying price competition and growing concerns over product reliability are beginning to expose structural weaknesses across...
    Monday 25 May 2026
    India's electronics manufacturers seek higher-margin businesses as smartphone slowdown shrinks profits
    India's electronics manufacturing industry, which has emerged as the world's second-largest mobile phone production hub after China, is facing growing pressure as slowing smartphone...
    Monday 25 May 2026
    Samsung Electro-Mechanics secures large silicon capacitor supply contract
    Samsung Electro-Mechanics (Semco)'s KRW1.5 trillion (approx. US$990 million) silicon capacitor supply contract with a major global company could reshape component supply for AI servers,...
    Monday 25 May 2026
    EGAT pivots into drones to capture US and European defense and commercial demand
    Evergreen Aviation Technologies Corporation (EGAT) said it expanded into drone manufacturing to serve growing overseas demand, pursuing customers in the US and shipments to Europe...
    Monday 25 May 2026
    Nichidenbo appoints WT Microelectronics representative as chairman to cement share-swap tie-up
    Nichidenbo's May 22 board changes and planned equity link with WT Microelectronics signal a strategic pivot that could influence global component supply chains, as leadership shifts...
    Sunday 24 May 2026
    AI server boom squeezes Samsung Electro-Mechanics' component supply

    Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

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    Research Report Database
    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook