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    Global supply chains buckle as helium shortages and China's price edge hit Taiwan
    23min ago
    Cambricon and Moore Threads post strong 1H26 growth as China AI chips move to deployment
    Aug 10, 17:26
    Google readies Pixel 11 lineup, market breakthrough still under question
    Aug 10, 17:26
    Interview: Nvidia says networking is the core of AI computing as AI factories scale
    Aug 10, 17:25
    NEWS TAGGED INVENTORY
    Monday 27 July 2026
    German automakers cuts prices in China as EV rivals pressure luxury sales
    Mercedes-Benz, BMW and Audi have been cutting prices in China since early 2026 as inventory rose and the premium market shifted toward new energy vehicles led by Chinese brands. The...
    Sunday 26 July 2026
    Alphabet's purchase commitments surge past US$800 billion amid AI infrastructure expansion
    Alphabet disclosed in its latest quarterly filing that its purchase commitments and other contractual obligations had climbed to US$811 billion as of the end of June, underscoring...
    Saturday 25 July 2026
    Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
    Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
    Thursday 23 July 2026
    Transsion raises phone prices to offset memory-chip inflation and weaker shipments

    Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

    Tuesday 21 July 2026
    Goldkey secures NT$3.6 billion loan to expand AI server memory business
    Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers...
    Friday 17 July 2026
    Jabil opens automated logistics hub in Penang to support global supply chains
    Jabil has opened a new logistics hub in Penang, underscoring how manufacturers are reshaping supply chains through automation, artificial intelligence (AI), and improved inventory...
    Thursday 16 July 2026
    MCU lead times stretch, but industry holds the line against a pandemic-style order rush

    Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer electronics, are experiencing longer...

    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Tuesday 14 July 2026
    Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

    As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

    Tuesday 14 July 2026
    Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion
    Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx....
    Monday 13 July 2026
    Trio revenue rises on AI server battery backup demand in June
    Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Wednesday 8 July 2026
    Novatek beats second-quarter revenue guidance on strong customer stockpiling
    Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
    Wednesday 8 July 2026
    ELAN revenue hit the top of forecast as notebook and AI products gained traction
    ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
    Tuesday 7 July 2026
    Analog IC supply squeeze intensifies, ADI extends lead times

    Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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