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    NEWS TAGGED INVENTORY
    Tuesday 16 June 2026
    3Q26 LCD TV panel market cools as small sizes lead decline

    Global LCD TV panel prices have entered a new round of adjustment after the FIFA World Cup and China's 618 Shopping Festival stocking...

    Friday 12 June 2026
    Power semiconductors race to cut resistance for GPU cooling
    Power semiconductors are taking on a central role as AI data centers move from 800V high-voltage input down through multiple power-conversion stages to the ultra-low voltages used...
    Thursday 11 June 2026
    AI servers squeeze high-end MLCC supply, sending Taiwan firms toward China alternatives
    AI servers and high-voltage electric vehicles (EVs) are tightening the global supply of high-end multilayer ceramic capacitors (MLCCs), prompting some Taiwan supply chain players to...
    Wednesday 10 June 2026
    World Cup demand and advertising economics keep TV prices stable despite rising memory costs
    Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
    Wednesday 10 June 2026
    Chang Wah says semiconductor inventory correction has ended, sees 2026 sales growth
    Chang Wah Technology has declared that the global semiconductor inventory correction has ended, with demand recovering in industrial control, networking, and AI data center power management...
    Tuesday 9 June 2026
    Adata, Macronix report record May revenue amid rising memory demand, prices
    Memory manufacturers have reported revenue gains in May 2026, with Adata Technology posting NT$12.94 billion (approx. US$410.88 million), setting a new record for the third consecutive...
    Thursday 4 June 2026
    Goldkey targets NT$10B funding to lock in memory supply as prices surge
    Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
    Wednesday 27 May 2026
    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
    Monday 25 May 2026
    Ample Electronic says AI demand is boosting MLCC-related passive components
    Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...
    Saturday 23 May 2026
    Lenovo revenue rises 27% as AI demand helps offset PC market strain

    Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

    Thursday 21 May 2026
    Samsung labor dispute adds pressure to memory chip market
    Surging demand for AI data center infrastructure has already pushed the memory market into a structural shortage. Now, Samsung Electronics' labor dispute is adding another layer of...
    Thursday 21 May 2026
    DFI flags supply crunch, not orders, as 2026's real growth ceiling
    DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
    Monday 18 May 2026
    Ilitek eyes 2Q26 ramp for OLED TDDI and auto products
    Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...
    Thursday 14 May 2026
    Memory supply crunch pushes Phison to historic earnings
    Phison Electronics posted record earnings in April as the artificial intelligence boom and tightening NAND flash supply drove memory prices sharply higher, underscoring the growing...
    Thursday 14 May 2026
    Wieson eyes 2Q26 recovery as new businesses gain traction
    Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
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    TI
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook