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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    11h 28min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    11h 28min ago
    Middle East conflict drives up electronic industry costs and delays
    11h 28min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    11h 28min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    11h 28min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    11h 28min ago
    NEWS TAGGED EXPANSION
    Thursday 2 April 2026
    Benefits of CXL in server memory configuration

    Introduction

    Thursday 2 April 2026
    Samsung reportedly supplies Exynos modem chips to Fibocom for 5G module mass production
    Samsung Electronics has supplied its Exynos modem chipset to Chinese wireless module maker Fibocom, marking a notable expansion of its system semiconductor business into external clients,...
    Thursday 2 April 2026
    Asahi Kasei enters AI chip fiberglass market to challenge Nittobo's dominance
    Japan's Asahi Kasei has announced its official entry into the AI chip supply chain with fiberglass cloth as an insulating substrate material, targeting the current global leader Nittobo,...
    Thursday 2 April 2026
    Topco maintains stable shipments despite Middle East conflict, builds safety stock as AI demand accelerates
    As the US-Iran conflict enters its second month, concerns are mounting over potential disruptions to global energy supplies and petrochemical feedstocks. Against this backdrop, Jeffery...
    Thursday 2 April 2026
    Up Young targets double-digit revenue growth in 2026 through business and brand expansion
    Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development...
    Thursday 2 April 2026
    TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
    TSMC's expansion scale in the US has exceeded expectations, prompting Taiwanese suppliers with existing or planned local operations to take a more proactive approach. Reportedly, companies...
    Wednesday 1 April 2026
    Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

    Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

    Wednesday 1 April 2026
    Rising memory costs and AI demand set to shrink PC shipments
    A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the...
    Tuesday 31 March 2026
    Elite Material plans multi-country expansion to reach 9.45 million CCL sheets monthly capacity by 2027
    Elite Material (EMC), a leading Taiwanese copper-clad laminate (CCL) manufacturer, announced the completion of capacity expansions at its Huangshi and Zhongshan plants in China and...
    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
    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,...
    Sunday 29 March 2026
    Taiwan lead frame supplier pushes China expansion alongside management overhaul
    Chang Wah Technology (CWTC) approved a plan to build a new factory in Weihai, Shandong. It confirmed leadership changes as it presses on with overseas expansion to boost production...
    Sunday 29 March 2026
    Semicon China 2026: AI spending nears US$800 billion, IBS flags 2028 chip cycle risk

    SEMICON China 2026 spotlighted the scale of the AI investment boom, with Handel Jones, CEO of International Business Strategies (IBS),...

    Saturday 28 March 2026
    Holy Stone Enterprise expands Japan and Taiwan capacity, signaling tighter MLCC supply for AI power supplies
    Holy Stone Enterprise plans to invest another NT$3 billion (US$94 million) to add a production line at its Hokkaido R&D center and expand capacity at its Yilan Lize plant in Taiwan...
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook