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    Nvidia's Huang says AI agents are tools, not humanlike beings
    4min ago
    Zhonghao Xinying pushes TPU chips to cut AI inference costs in China
    Jul 15, 17:30
    Advanced packaging materials poised to outgrow front-end process, with CPO moving toward commercial use
    Jul 15, 17:30
    Analysis: CXMT IPO draws strategic investors across China’s semiconductor supply chain
    Jul 15, 17:30
    Memory makers regain pricing power as AI demand squeezes other markets
    Jul 15, 17:30
    NEWS TAGGED DEMAND
    Thursday 16 July 2026
    Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand
    Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...
    Thursday 16 July 2026
    Thunder Tiger splits drone unit into specialized entities for anti-drone systems, engines
    Thunder Tiger is widening its drone business in Taiwan and the US as it prepares new models for 2026, sets up two new entities, and advances work tied to counterdrone systems and aircraft...
    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Thursday 16 July 2026
    AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results
    Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...
    Thursday 16 July 2026
    Chip inflation drives phone prices higher, clouds 2027 demand
    Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
    Thursday 16 July 2026
    AI demand-driven memory crunch leaves smart cars exposed

    AI-driven demand is tightening global memory supplies, crowding out smartphones, PCs, and vehicles as DRAM and NAND Flash capacity...

    Wednesday 15 July 2026
    JCET forecasts higher first-half profit on AI-driven chip demand
    China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
    Wednesday 15 July 2026
    AI server tracker: Power and thermal suppliers lead June revenue growth

    Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

    Wednesday 15 July 2026
    SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

    SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

    Wednesday 15 July 2026
    Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
    Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
    Wednesday 15 July 2026
    AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
    AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
    Wednesday 15 July 2026
    PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
    Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
    Wednesday 15 July 2026
    Global semiconductor equipment sales set to hit record US$165.9B in 2026
    Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
    Wednesday 15 July 2026
    SK Hynix reportedly starts ordering equipment for Yongin fab, plans 20,000 wafers a month

    SK Hynix has begun placing orders with major suppliers for advanced DRAM manufacturing equipment for the first phase of its Yongin...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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