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    HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market
    5min ago
    India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money
    7min ago
    OpenAI pushes deeper into AI agents as Cursor joins intensifying enterprise race
    8min ago
    ASIC server demand rises, boosting high-speed connectivity suppliers
    Jul 9, 18:38
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    Jul 9, 18:38
    NEWS TAGGED COMPONENT
    Friday 10 July 2026
    Taiwan robot dog platform could give island early edge in global robotics race
    Taiwan's new quadruped robot dog platform highlights how global robotics supply chains may shift as companies seek alternatives beyond China, Europe, and the US. Supporters say Taiwan's...
    Friday 10 July 2026
    King Slide leans on R&D, automation, and global expansion to defend margins
    King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
    Friday 10 July 2026
    Samsung's mobile business balances stronger demand against mounting profit pressure

    Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production...

    Thursday 9 July 2026
    Inventec expects server shipments to rise quarterly as component shortages loom
    Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
    Thursday 9 July 2026
    Team Group posts record first-half revenue on industrial and AI demand
    Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company...
    Wednesday 8 July 2026
    ELAN revenue hit the top of forecast as notebook and AI products gained traction
    ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
    Wednesday 8 July 2026
    Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
    AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor...
    Wednesday 8 July 2026
    Weblink International posts record quarterly revenue on AI demand and enterprise upgrades
    Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...
    Wednesday 8 July 2026
    AI servers squeeze MOSFET supply while PC slump tests power component pricing power

    AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

    Wednesday 8 July 2026
    Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

    Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained...

    Tuesday 7 July 2026
    US Army depot ramps up drone parts production to cut foreign dependence
    The US Army is expanding drone component production at Tobyhanna Army Depot in Pennsylvania, shifting the site from a maintenance center into a manufacturing hub for brushless motors...
    Monday 6 July 2026
    Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
    Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
    Monday 6 July 2026
    India roundup: India accelerates semiconductor ambitions through policy and global partnerships
    India accelerated its semiconductor ambitions through deeper Japan cooperation, policy advances, new manufacturing partnerships, and local technology investments, reinforcing efforts...
    Sunday 5 July 2026
    Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates
    Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have...
    Saturday 4 July 2026
    Thinking wins varistor orders as Japanese rival exits amid silver prices hikes

    Volatile precious metal prices weighed heavily on passive component suppliers in early 2026, but the cost pressures have also created...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook