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    Middle East conflict disrupts auto supply chains, triming low-end models
    3h 55min ago
    China achieves mass production of T1200-grade carbon fiber, advancing semiconductor and robotics materials
    3h 56min ago
    Memory price surge reshaped PC market, hitting Chromebook hardest amid AI boom
    3h 56min ago
    Middle East turmoil impacts South Korean exports and semiconductor supply chain
    3h 56min ago
    US section 337 investigation puts Taiwanese auto parts suppliers on the spot
    3h 56min ago
    Exclusive: Middle East conflict and AI demand drive cost pressures, supply chain shifts procurement risks to clients
    3h 56min ago
    NEWS TAGGED INVENTORY
    Wednesday 10 December 2025
    Nvidia trials chip-tracking tech amid US bust of US$160M GPU smuggling ring

    Nvidia has developed technology to verify the physical location of its artificial intelligence chips, according to a Reuters...

    Wednesday 10 December 2025
    Nichidenbo benefits from tantalum capacitor price hikes but memory shortages remain a concern
    Tantalum capacitor manufacturers have recently announced price increases. Nichidenbo General Manager Yao Kuo Yu stated that the company is expected to benefit from the low-cost inventory...
    Wednesday 10 December 2025
    Novatek turns to ASIC as weak device demand drags November revenue
    Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
    Tuesday 9 December 2025
    Google and Microsoft prioritize speed over cost as CSPs scramble for memory
    A major memory shortage is hitting the industry as the supply-demand gap widens. Some upstream memory manufacturers are prioritizing server shipments, while other companies have been...
    Monday 8 December 2025
    Cable makers see short-term gains from rising copper prices
    Amid the recent surge in copper prices, cable maker Taya points to potential short-term benefits from inventory appreciation, but long-term profits will still depend on inventory management...
    Thursday 4 December 2025
    WiseChip expands display tech into three industries
    WiseChip Semiconductor general manager Wen-Qin Ye stated that overall operations have suffered from macroeconomic conditions and tariff impacts, falling short of expectations. However,...
    Monday 24 November 2025
    Lenovo builds a 50% inventory buffer to hold PC prices through 2025
    Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
    Friday 21 November 2025
    eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
    Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments from...
    Thursday 20 November 2025
    Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

    King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

    Thursday 20 November 2025
    A DRAM crunch, MediaTek's hunt in Korea, and a surprise player in China's memory rebound
    The global memory market is experiencing a severe shortage, with NAND and DRAM prices skyrocketing. Smartphone, PC, industrial PC, and automotive vendors are racing to secure inventory...
    Wednesday 19 November 2025
    ADATA forecasts tight memory supply through 2026 amid rising DDR5 prices
    Memory module manufacturer ADATA Technology Co. predicts the tight memory supply situation will continue through 2026, raising concerns about possible shipment reductions in consumer...
    Tuesday 18 November 2025
    Samsung, SK Hynix inventory drop signals AI memory supercycle
    South Korea's top memory chip makers are entering what industry executives call a full-scale "supercycle," as Samsung Electronics and SK Hynix report steep inventory reductions through...
    Saturday 15 November 2025
    Memory panic buying grips tech industry as shortage extends to 2027
    The memory buying surge escalated into the fourth quarter of 2025, sparking panic purchases across the supply chain. According to market sources, brands and system vendors such as...
    Friday 14 November 2025
    ASUS AI servers near 20% of 3Q25 revenue
    ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
    Friday 14 November 2025
    ADATA sets new quarterly profit records amid strong memory market demand
    ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
    4/15 pages
    New Power WorldWide 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook