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Monday 5 January 2026
AI data centers pivot to HVDC as power management rivals memory in infrastructure priority

Nvidia's push for an HVDC 800V power design has opened a new growth window for the power management supply chain heading into 2026. IC...

Monday 5 January 2026
Memory price surge drives profit windfall across sector
Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
Monday 5 January 2026
Taiwan power chipmakers bank on AI data centers and auto orders for 2026 growth
Taiwan's power semiconductor suppliers are positioning for steady growth through 2026. The momentum comes from two fronts: artificial intelligence data centers adopting new power...
Monday 5 January 2026
Taiwan IC design industry faces intensifying G2 pressures in 2026
Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
Friday 2 January 2026
Memory shortages to persist through 2026 as AI server demand surges

Global memory markets are expected to remain tight through 2026 as aggressive spending by cloud service providers (CSPs) on AI infrastructure...

Friday 2 January 2026
IC substrates and networking PCBs grow; materials and equipment face shortages
The PCB industry is making large upgrades. The largest beneficiaries of the AI boom are IC substrate makers that are part of the advanced chip packaging supply chain, such as Unimicron...
Friday 2 January 2026
Global auto market faces turning point in 2026 as competition in China intensifies
The global automotive market reached a critical turning point in 2025 amid unprecedented pressures from tariffs, policies, and inflation, triggering preemptive buying before expected...
Friday 2 January 2026
Baidu's AI chip unit Kunlunxin confidentially files for Hong Kong IPO
Baidu is moving forward with plans to spin off its AI chip unit, Kunlunxin, and list it in Hong Kong, highlighting the company's push for semiconductor self-sufficiency. On January...
Friday 2 January 2026
Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
Friday 2 January 2026
China's CXMT moves toward IPO with global DRAM share nearing 4%
China's leading DRAM producer, ChangXin Memory Technologies (CXMT), has entered the initial public offering phase as it targets a rapid increase in global market share, aiming to...
Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Friday 2 January 2026
Server ODMs remain bullish through the end of 2026 despite bubble concerns
Although AI bubble concerns persist, server ODMs remain optimistic about 2026. Nvidia's GB300 began shipping in the fourth quarter of 2025, and the new Vera Rubin architecture expected...
Friday 2 January 2026
Europe's defense tech market surges with ongoing Russia-Ukraine conflict; UK and Germany lead AI innovation
Europe's defense technology sector is experiencing rapid growth as the ongoing Russia-Ukraine war and rising geopolitical tensions drive increased investment in AI-driven defense...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...