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    Commentary: ASML's upcoming financial reports highlights EUV capacity challenges
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    Analysis: China's humanoid robot market soldifies three-way competition
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    Samsung plans to add Pro model to Galaxy S27 lineup
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    Aces' AI server business to become main growth driver amid surge in high-speed interconnect demand
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    Apple leverages supply chain advantage to boost market share despite AI lag
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    Chinese SSD maker Dapustor sees rising QLC demand amid AI-driven storage growth
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    NEWS TAGGED DEMAND
    Tuesday 31 March 2026
    Custom chips demand spike draws Taiwan firms into ASIC arena
    While the barriers to entry in cloud AI ASICs remain out of reach for many chip designers, demand for specialized chips at the edge is rising sharply. Across a widening range of applications,...
    Tuesday 31 March 2026
    Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
    Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
    Monday 30 March 2026
    Taiwan wafer foundry industry, 1Q 2026 and 2026 forecast

    Introduction

    Monday 30 March 2026
    China's chip equipment and supply chain scale up on AI demand, look overseas
    SEMICON China 2026 opened in Shanghai, highlighting how AI demand is reshaping the global semiconductor industry and accelerating China's domestic supply chain.
    Monday 30 March 2026
    Passive component maker Tai-Tech wins US client, scales Malaysia plant for AI server, EV demand

    Taiwan inductor maker Tai-Tech has begun mass production at its Malaysia plant, targeting customers shifting supply chains away from China...

    Monday 30 March 2026
    Mitac Digital Technology eyes double-digit growth with three-pronged strategy in 2026
    Mitac Digital Technology (MDT) is aiming for double-digit growth in 2026 with the launch of three key initiatives. The company's automotive infotainment business leads the way for...
    Monday 30 March 2026
    Microloops expands liquid cooling capacity in China and Vietnam to meet rising demand
    Cooling module manufacturer Microloops announced plans to expand its liquid cooling plate production capacity in Vietnam and China to address growing demand for liquid cooling solutions...
    Monday 30 March 2026
    Samsung reportedly shifts Xi'an plant to 236-layer NAND

    Samsung Electronics has reportedly begun mass production of 236-layer NAND flash at its Xi'an plant in China, marking a key step in...

    Monday 30 March 2026
    China's semiconductor capacity share to reach 32% by 2030
    The global semiconductor industry is undergoing a structural transformation. SEMI estimates that in 2025, capital expenditures (CapEx) by the four largest US cloud service providers...
    Monday 30 March 2026
    Arm pushes beyond licensing with a new AI CPU platform
    Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    AI optical boom forces FICG into overdrive expansion
    Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China,...
    Monday 30 March 2026
    Tai-Tech flags AI, auto demand as inductor price hikes loom
    Taiwan-based inductor maker Tai-Tech Advanced Electronics said artificial intelligence and automotive electronics will drive growth in 2026, as rising raw material costs are setting...
    6/197 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook