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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    10h 37min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    10h 38min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    10h 38min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    10h 38min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    10h 38min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    10h 38min ago
    NEWS TAGGED COST
    Thursday 16 April 2026
    Thunder Tiger eyes LUCAS market with low-cost loitering drone
    Taiwanese drone manufacturer Thunder Tiger Group is developing a domestic version of the Low-cost Unmanned Combat Attack System, or LUCAS, modeled on systems deployed by the US in...
    Thursday 16 April 2026
    Mobile manufacturers adapt to soaring key component prices with strategic measures
    Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...
    Thursday 16 April 2026
    Falling margins and memory crisis causing spec downgrades on TV panels
    Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...
    Wednesday 15 April 2026
    Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
    Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
    Wednesday 15 April 2026
    CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

    Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

    Wednesday 15 April 2026
    Foxconn deepens EV vertical integration with CDMS model for streamlined production
    Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...
    Tuesday 14 April 2026
    Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
    Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
    Tuesday 14 April 2026
    UK confirms GBP380 million support for Tata battery plant in Somerset
    The UK government has confirmed GBP380 million (US$510 million) in funding to support a new electric vehicle battery plant being built in southwest England by Tata Group's battery...
    Monday 13 April 2026
    Qualcomm moves into custom DRAM with CXMT for smartphones
    Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
    Monday 13 April 2026
    Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy
    BOE former chairman Wang Dongsheng once predicted that panel production lines below Generation 7.5 would eventually be phased out following the end of the industry's oligopolistic...
    Monday 13 April 2026
    AI memory crunch revives DDR3 in PC market
    AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices high enough to revive...
    Saturday 11 April 2026
    Novatek hits 1Q26 revenue target on SoC, edge AI growth
    Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
    Saturday 11 April 2026
    Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
    Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
    Saturday 11 April 2026
    Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
    Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
    Saturday 11 April 2026
    BenQ Materials expands into semiconductor processes, targets advanced nodes

    BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

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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