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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    Jan 22, 18:32
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    Jan 22, 18:32
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    Jan 22, 18:31
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    Jan 22, 18:30
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    Jan 22, 18:30
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    Jan 22, 18:30
    NEWS TAGGED DEMAND
    Friday 23 January 2026
    RDIMM spot prices blow past US$2,000, raising odds of 80% Samsung memory hike
    Structural imbalances in the memory industry have emerged due to AI data center demand, sending server memory prices sky high and upstream manufacturers to go all out to increase profits...
    Friday 23 January 2026
    Intel’s “better than guidance” quarter comes with a catch
    Intel's latest financials highlight a fragile turnaround: while AI-linked data center demand and early traction in advanced manufacturing offer strategic promise, weak margins, volatile...
    Friday 23 January 2026
    Intel slows its most ambitious node—and signals where the real battle is for now
    Intel is sharpening its manufacturing strategy around yield improvement, selective capital spending, and differentiated advanced packaging, while keeping major 14A capacity investments...
    Friday 23 January 2026
    Taiwan air cargo volume set to hit historic peak in 2026, driven by AI and chip exports
    Taiwan's air cargo is on track to reach a record high by 2026, propelled by strong demand for AI servers and advanced semiconductors primarily exported to the US. According to Taiwan's...
    Friday 23 January 2026
    NAND shortages help Phison to enter US server supply chain
    Severe NAND flash shortages driven by AI servers have emerged, but have become a growth opportunity for Phison Electronics. Company CEO K.S. Pua said that the shortage is enabling...
    Friday 23 January 2026
    Greenet eyes 123% revenue surge in 2025 amid rising semiconductor green power demand
    The urgent net-zero transition in high-tech sectors like semiconductors and AI computing is driving rapid growth in Taiwan's green power sales market. Greenet, a leading domestic electricity...
    Thursday 22 January 2026
    China rolls out trade-in subsidies again to support ICT device sales
    Despite forecasts of a decline in sales of ICT products, including smartphones and notebooks, by 2026 due to memory supply shortages, China is introducing new purchase subsidies to...
    Thursday 22 January 2026
    OpenAI and ServiceNow partner to embed AI models and agents into enterprise workflows
    OpenAI and enterprise software firm ServiceNow have forged a partnership to integrate advanced AI models and agents into ServiceNow's corporate workflows, enhancing capabilities in...
    Thursday 22 January 2026
    AI PC battle heats up as Nvidia and MediaTek join forces
    Despite uncertain macroeconomic trends and rising memory prices with constrained supply, PC brands, suppliers, and research firms remain pessimistic about 2026 PC demand. However,...
    Thursday 22 January 2026
    Nvidia overtakes Apple as TSMC's largest customer

    Nvidia CEO Jensen Huang said rising demand for AI computing has pushed the company past Apple to become the largest customer of Taiwan...

    Thursday 22 January 2026
    Kioxia warns of tight NAND supply through 2027

    Kioxia, the world's third-largest manufacturer of NAND flash memory, has largely exhausted its production capacity for the current year...

    Thursday 22 January 2026
    GlobalWafers chair sees Taiwan's semiconductor edge, says AI is irreversible
    On January 21, 2026, GlobalWafers chairwoman Doris Hsu spoke to the media about the recent US-Taiwan tariff agreement, which lowers Taiwan's reciprocal tariffs to 15% without stacking...
    Thursday 22 January 2026
    GlobalWafers eyes quarterly revenue growth in 2026; chair sees better market than last year
    GlobalWafers chairman Doris Hsu told the media on January 21, 2026, that the company's global expansion plans are starting to pay off, with subsidiaries in Niigata and Utsunomiya,...
    Thursday 22 January 2026
    Chinese AI chipmakers face mixed reactions to Nvidia H200 block
    The US has confirmed that under a new set of stringent regulations, Nvidia's H200 is permitted to be exported to the Chinese market, and Chinese customers have expressed strong demand...
    Thursday 22 January 2026
    EMS watch: Celestica and Flex double down on platform-led data center builds; Sanmina and Jabil expand through M&A and diversified portfolios
    Electronics manufacturing services (EMS) providers are sharpening their competitive positions around AI-era infrastructure, shifting attention from cyclical end markets to longer-cycle...
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    KLA
    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
    Skyted's Sound Bubble at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook