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    Memory chip shortage drives surge in used phone recycling in China
    2h 5min ago
    OpenClaw drives AI shift to agents and self-evolution in 2026
    2h 5min ago
    LCD monitor panel prices rose as NB panel declines slowed in March
    2h 5min ago
    DDI price hikes mainly aim to pass on costs, not boost profits
    2h 5min ago
    Memory shortage persists in AI era with supply-demand imbalance through 2026
    2h 5min ago
    Apple's low-cost MacBook Neo and OpenAI-driven demand sustain growth amid memory shortages
    2h 5min ago
    NEWS TAGGED MARKET
    Monday 30 March 2026
    Kioxia outlines supply strategy, stresses new 2027 capacity won't disrupt NAND market balance
    As generative AI (GenAI) shifts from large-model training to large-scale inference, Japanese NAND giant Kioxia forecasts continued price increases for NAND and SSD products. Despite...
    Monday 30 March 2026
    Arm pushes beyond licensing with a new AI CPU platform
    Since Arm formally launched its Arm AGI CPU platform and upended its long-standing business model, industry observers have been eager to understand both the mechanics behind the move...
    Monday 30 March 2026
    AI-driven memory market set to top US$600 billion on rising storage demand
    The global semiconductor memory market is expected to surpass US$600 billion by 2026, as artificial intelligence accelerates a shift toward high-performance storage, according to industry...
    Monday 30 March 2026
    Sumco shifts wafer strategy to equipment upgrades over new plant
    Sumco has revised its semiconductor wafer supply plan to prioritize upgrading existing fabrication equipment over building new capacity, following approval from Japan's Ministry of...
    Monday 30 March 2026
    Analysis: Terafab's scale raises market doubts; is Elon Musk aiming to dominate chip supply chain?
    Elon Musk recently announced the launch of the "Terafab" project, aiming to expand compute production capacity to 1 TW per year, which is about 50 times the current global compute...
    Monday 30 March 2026
    Thermoplastic composites see growing applications in EVs and humanoid robots
    Thermoplastic composites have emerged as key materials in manufacturing worldwide, as production trends toward lightweighting and automation. With competition in the field now intensifying,...
    Monday 30 March 2026
    2026 Global Helium Supply Crisis: Strategic Implications for Semiconductor and Storage Supply Chains

    The global helium market is currently facing an unprecedented supply shock, driven by geopolitical instability in the Middle East. As of March 2026, disruptions at Qatar's...

    Sunday 29 March 2026
    Innodisk says AI success depends on software-hardware integration, signaling shifts for edge and industry deployments
    Innodisk told attendees at the 2026 AI EXPO that effective AI deployment requires more than raw computing power; it depends on tight integration between software and hardware, and...
    Sunday 29 March 2026
    A race to the bottom: China’s auto boom turns brutally competitive
    The global auto industry is entering a turning phase of structural transformation, and nowhere is the upheaval more intense than in China, where a fierce competitive shakeout is un...
    Sunday 29 March 2026
    AI demand leaves memory industry's commodity model intact

    espite a surge in demand driven by generative artificial intelligence, the fundamental economics of the memory industry remain largely...

    Saturday 28 March 2026
    PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models
    Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...
    Saturday 28 March 2026
    Arm enters AI cloud CPU market with limited impact on IC design clients
    Arm has officially launched its self-developed chip platform, the Arm AGI CPU, targeting data center applications. This move confirms earlier reports that Arm is stepping beyond its...
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26
    Specialized display maker Data Image is eyeing year-on-year revenue growth in the first half of 2026, with results expected from several product lines. In addition, the company has...
    Friday 27 March 2026
    SK Hynix targets KRW100 trillion net cash as AI demand surges, eyes US listing

    SK Hynix plans to build more than KRW100 trillion (approx. US$66 billion) in net cash to support long-term investment in artificial intelligence...

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    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook