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    Nvidia resumed RTX 3060 production with Samsung's 8nm process amid US export controls
    Mar 9, 17:57
    Nvidia expands GPU market share despite 4Q25 AIB shipment decline
    Mar 9, 17:57
    Middle East conflict triggers automotive supply chain crisis, testing Asian carmakers
    Mar 9, 17:57
    Samsung's Galaxy S26 series aims for double-digit sales growth with innovative features
    Mar 9, 17:57
    Why China's AI ecosystem is moving from DeepSeek V4 to OpenClaw AI agents
    Mar 9, 17:57
    LG Energy Solution switches to L&F cathode materials for Tesla battery supply
    Mar 9, 17:55
    NEWS TAGGED DEMAND
    Tuesday 24 February 2026
    CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
    The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
    Tuesday 24 February 2026
    South Korean battery leaders ramp up LFP production for North American ESS market
    The surge in demand for energy storage systems (ESS) in North America is fueling a competitive push among South Korea's three leading battery manufacturers—LG Energy Solution...
    Tuesday 24 February 2026
    OpenAI agreement boosts Cerebras’ renewed IPO push
    Cerebras Systems has confidentially filed for a US initial public offering for a second time, as the AI chip designer seeks to capitalize on surging demand for high-performance computing...
    Tuesday 24 February 2026
    AI devours DRAM supply, SK’s Chey expands “monster chip” push

    Artificial intelligence infrastructure spending is tightening global memory supply and reshaping the semiconductor cycle. Speaking at...

    Tuesday 24 February 2026
    Taiwan's CMAT to debut as AI chip testing boom lifts margins
    Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
    Monday 23 February 2026
    US tariff ruling puts Taiwan chips in the crosshairs
    The US Supreme Court ruling invalidating broad reciprocal tariffs has shifted President Donald Trump's trade focus toward Taiwan and the semiconductor sector, a key supplier to the...
    Monday 23 February 2026
    Kioxia sells out 2026 NAND capacity as AI demand tightens global memory supply
    As the global memory market tightens under the weight of artificial intelligence (AI) demand, Japanese NAND flash maker Kioxia Holdings has emerged as one of the clearest beneficiaries...
    Saturday 21 February 2026
    Glass fiber shortage intensifies capacity battle, pushing prices higher and reshaping PCB supply chains
    The ongoing global shortage of glass fiber, a critical upstream material for PCBs, has escalated competition among major end customers and is driving a structural reallocation of capacity...
    Saturday 21 February 2026
    AI supply chain tracker: Rack infrastructure joins the AI buildout
    January 2026 revenue data show that Taiwan's AI server supply chain expansion is reaching beyond chipmakers and server assemblers into rack-level infrastructure, as mechanical, thermal,...
    Friday 20 February 2026
    Taiwan surpasses China in monthly imports to the US for first time in decades
    The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
    Friday 20 February 2026
    AI server supply chain tracker: AI infrastructure arms race boosts Taiwanese AI chip and server suppliers
    The AI infrastructure boom has entered a full-scale arms race in 2026, with US cloud giants dramatically ramping up capex. Taiwanese chipmakers and server suppliers are emerging as...
    Thursday 19 February 2026
    DIGITIMES Insight: TSMC's swelling facilities budget signals a global capacity race
    When chipmakers spend big, it is usually the machines that cost the most. Process equipment — the lithography tools, deposition systems, and etch chambers that define the bleeding...
    Thursday 19 February 2026
    AI server supply chain tracker: PCB and CCL lead, ASIC and testing diverge
    Taiwan's AI server supply chain started 2026 on firmer footing, according to January revenue data from 14 PCB, CCL, ASIC design, and IC testing firms. Year-over-year growth confirms...
    Wednesday 18 February 2026
    Zhen Ding sees 2026 growth surge as high-end AI lifts PCB prices and volumes
    Major printed circuit board (PCB) manufacturer Zhen Ding Technology (ZDT) held its year-end party on February 13, where chairman Charles Shen announced that full-year 2025 revenue...
    Wednesday 18 February 2026
    AI server MLCC orders double capacity; Murata considers price increase

    Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

    9/187 pages
    New Power WorldWide 2026
    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