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REALTIME NEWS
Anduril boosts Taiwan sourcing 15x, considering local production
Tomorrow's Headlines
1h 59min ago
AI demand tightens high-end MLCC supply, pushing Taiwan firms to seek China alternatives
Tomorrow's Headlines
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Supply chain says no formal Nvidia notice on possible 800VDC delay
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CPO production delay may boost growth of LPO and NPO
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Taiwanese chips gain from non-China drone supply chain demand
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Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
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NEWS TAGGED JUNPIER RESEARCH
Friday 12 June 2009
Sales of low-cost handsets rising significantly, says Juniper Research
Between 2009 and 2014, annual sales of low-cost mobile handsets will rise by 22% to over 700 million, according to Juniper Research. Operators and device manufacturers are increasingly...
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
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Samsung Foundry turns to 5nm, 8nm orders as 2nm comeback takes shape
SK Hynix speeds Yongin fab buildout as memory crunch fuels capacity race
Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
Global semiconductor market to hit US$1.5 trillion in 2026 as memory surges 250%, WSTS forecasts
Analysis: New AI race is redefining semiconductor industry at Computex
Microsoft Azure's China retreat shows data sovereignty is squeezing global cloud providers
Taiwan AI industry plan targets silicon photonics as new moat
Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
Apple moves private cloud compute to third party with Google Cloud AI
Commentary: YMTC, CXMT relisting shows US-China tech controls are moving beyond chips
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RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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