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    Amazon signals chip export ambitions as in-house silicon business tops US$20 billion run rate
    8min ago
    Blaize and Nokia expand partnership to validate hybrid AI infrastructure across Asia-Pacific
    29min ago
    MediaTek builds an end-to-end challenge to Qualcomm and Broadcom
    45min ago
    CoWoS capacity emerges as AI bottleneck as TSMC’s advanced packaging grows at 80% CAGR
    56min ago
    Advanced packaging emerges as new battleground in AI chip race between Taiwan and US
    Apr 9, 18:45
    AD Technology targets KRW 1 trillion revenue with 2nm CPU platform by 2029-2030
    Apr 9, 18:45
    South Korean panel profits expected to rise despite chipflation
    Apr 9, 18:45
    NEWS TAGGED MARKET
    Thursday 9 April 2026
    EV market cooling pushes US battery makers into energy storage
    US efforts to localize lithium battery production are encountering a new challenge: a mismatch between supply and demand, driven by political shifts and changes to subsidy programs...
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    China accelerates semiconductor equipment localization; Korean firms eyeing Taiwan as orders slip
    In response to US semiconductor sanctions and to accelerate AI industry development, China is aggressively promoting localization in semiconductor manufacturing. While South Korean...
    Thursday 9 April 2026
    Apple hit by Mac shipping delays as DRAM shortage intensifies
    Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
    Thursday 9 April 2026
    LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
    Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    DIGITIMES analyst discusses Apple's Siri evolution, AI agent trends, and Samsung's 2nm reality
    In his podcast, DIGITIMES senior analyst Luke Lin discussed Apple's upcoming evolution of Siri. The new version is expected to integrate Google's Gemini and allow users to select their...
    Wednesday 8 April 2026
    China intervenes in memory supply; Apple outpaces local smartphone vendors
    Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic...
    Wednesday 8 April 2026
    Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
    Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...
    Wednesday 8 April 2026
    Memory rally lifts Adata to record quarter, AI demand fuels outlook

    Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

    Wednesday 8 April 2026
    SK Hynix reportedly in talks with Microsoft and Google on long-term AI memory deals
    After Samsung Electronics moved to secure long-term memory supply agreements with major technology companies, rival SK Hynix is now pursuing similar deals with leading artificial intelligence...
    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    Analysis: China's humanoid robot market forms three-player structure at scaling inflection point

    China's AgiBot Innovation (Shanghai) Technology has shipped its 10,000th humanoid robot, the Agibot Expedition A3, signalling early mass...

    Wednesday 8 April 2026
    Apple leverages supply chain advantage to boost market share despite AI lag
    As the industry enters the second quarter of 2026, Apple plans to significantly shift its shipment schedule for iPhones and other consumer electronics, with a base iPhone model possibly...
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
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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