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    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    13min ago
    AI researchers urge international safeguards as industry pushes for mechanisms to slow frontier AI
    20min ago
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands
    20min ago
    Column: Taiwan suppliers map entry into the US Space Force supply chain
    Jul 28, 18:30
    Samsung plans 2 nm GAA base die for HBM5 to boost AI memory speed
    Jul 28, 18:30
    AI demand squeezes memory supply, pressuring PC and TV markets
    Jul 28, 18:30
    China's GenAI race shifts to open source ecosystems
    Jul 28, 18:30
    NEWS TAGGED EXPANSION
    Wednesday 29 July 2026
    SK Hynix sees record-breaking 2Q on surging AI demand

    SK Hynix has announced its financial results for the second quarter of fiscal year 2026, reporting unprecedented growth in revenue...

    Wednesday 29 July 2026
    Amazon files for 5,105 satellites in direct challenge to Starlink

    Amazon has filed with the Federal Communications Commission to launch and deploy 5,105 low Earth orbit satellites for a direct-to-device...

    Wednesday 29 July 2026
    OpenAI expands Dublin hub with 250 jobs and larger office lease
    OpenAI is expanding its European headquarters in Dublin, adding 250 jobs and leasing 8,000 square metres of office space as it scales operations across Europe. The move came as the...
    Tuesday 28 July 2026
    SK Hynix enters LPDDR6 production race with Xiaomi first in line
    SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
    Tuesday 28 July 2026
    Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

    Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

    Monday 27 July 2026
    Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

    Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

    Monday 27 July 2026
    CXMT's US$8.6 billion IPO sets off new spending cycle across China's DRAM supply chain
    China's leading DRAM producer CXMT listed on Shanghai's STAR Market on July 27 after raising about CNY57.9 billion (approx. US$8.6 billion), the board's largest initial public offering...
    Monday 27 July 2026
    India's HCLTech plans US$4.4B AI data center
    HCLTech said it plans to establish its first AI data center at the upcoming Odisha Sovereign AI Park, marking a further step in its expansion into the full-stack artificial intelligence...
    Monday 27 July 2026
    ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

    China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

    Sunday 26 July 2026
    KKR plans gradual exit as LCY Group accelerates semiconductor materials expansion
    TSMC supplier LCY Group President Bowei Lee said private equity firm KKR & Co. plans to gradually divest its holdings in businesses affiliated with the Taiwanese chemical group,...
    Sunday 26 July 2026
    Lynas says Malaysia heavy rare earth project has gone over budget
    Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
    Sunday 26 July 2026
    Google AI search reshapes traffic as publishers weigh blocking crawlers
    Google's expansion of AI-driven search features is prompting a backlash from publishers and media companies that rely on search traffic. Over the past year, the company has rolled...
    Friday 24 July 2026
    TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
    Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
    Friday 24 July 2026
    Samsung to break ground on Onyang HBM expansion in October, targets 2029 production
    Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting...
    Thursday 23 July 2026
    Kyushu chip output jumps 60% amid TSMC expansion, but local suppliers see limited gains

    Kyushu's semiconductor production, investment and hiring have risen sharply since TSMC announced its Kumamoto expansion, but local companies...

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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    AI Summit Seoul