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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    2h 42min ago
    China aims to reduce reliance on Japanese photoresists
    2h 42min ago
    Memory price surge drives smartphone panel prices down in 1Q26
    2h 42min ago
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    2h 43min ago
    Grid capacity will be key to AI and industrial competition
    2h 43min ago
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    2h 43min ago
    NEWS TAGGED DEMAND
    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Wednesday 14 January 2026
    Global EV sales, 2025 review & 2026 forecast

    Introduction

    Wednesday 14 January 2026
    SK Hynix to invest in new advanced packaging plant amid AI memory demand
    SK Hynix has announced plans to invest KRW19 trillion (US$13.02 billion) to construct a new advanced packaging facility, P&T7, in Cheongju, North Chungcheong Province, South Korea...
    Wednesday 14 January 2026
    SK Hynix reportedly trims consumer memory, shifts focus to servers

    Surging demand for AI hardware is prompting memory makers to reassess their product portfolios as resources shift toward higher-margin...

    Wednesday 14 January 2026
    Apple leads 2025 global smartphone sales with upgrade strategy
    Global smartphone shipments increased by 2% year-over-year in 2025, marking the second consecutive year of growth, according to Counterpoint Research. The growth was driven by strong...
    Wednesday 14 January 2026
    Tatung targets 2026 for accelerated transformation amid strong power and EMS growth
    Tatung Co. has identified 2026 as a pivotal year to advance its transformation efforts, focusing on power, energy, and technology sectors following recent board elections and management...
    Wednesday 14 January 2026
    HTSI gets boost from probe cards and engineering services

    Hermes Testing Solutions Inc. (HTSI), a provider of semiconductor wafer testing solutions, said demand for flexible and highly customized...

    Wednesday 14 January 2026
    Trusval posts record 2025 revenue on strong order visibility from customer expansions
    Trusval Technology reported record-high revenues for December, the fourth quarter, and full-year 2025. December 2025 revenue reached NT$560 million (US$17.75 million), down 12% from...
    Wednesday 14 January 2026
    Formosa Plastics Group sees rising net loss in 2025
    Formosa Plastics Group (FPG) announced preliminary consolidated financial results for 2025 on January 12, reporting a combined net loss after tax of approximately NT$1.093 billion...
    Tuesday 13 January 2026
    WT Microelectronics and WPG post record 2025 revenues driven by AI momentum
    Leading IC distributors WT Microelectronics and WPG reported strong revenue growth in 2025, fueled by robust demand from AI and data-center sectors. WT Microelectronics posted a record...
    Tuesday 13 January 2026
    Topco Scientific posts record 2025 revenue on strong advanced process material demand
    Continued capacity expansion for advanced semiconductor manufacturing processes is driving strong demand for key materials such as photoresist and quartz. Topco Scientific (TSC), a...
    Tuesday 13 January 2026
    Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings
    Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center...
    Tuesday 13 January 2026
    Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery
    Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread...
    Tuesday 13 January 2026
    Memory price surge spares Nintendo's Switch 2 so far; lower-priced model faces headwinds
    Nintendo president Shuntaro Furukawa said the supply of the company's Nintendo Switch 2 game console has been stabilizing globally, though Japan continues to trail other markets, as...
    Tuesday 13 January 2026
    Micron warns AI memory crunch to last until 2028 as Idaho fab crawls online
    The global AI boom is pushing the memory industry to its limits. Demand for DRAM and high-bandwidth memory (HBM) continues to rise, while supply remains constrained, with Micron warning...
    1/176 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook