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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    7h 31min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    7h 31min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    7h 31min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    7h 31min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
    7h 31min ago
    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
    7h 31min ago
    NEWS TAGGED MARKET
    Friday 12 June 2026
    Aurotek expands robot and automation footprint as non-humanoid demand surges
    Aurotek reported accelerating revenue and is pivoting its product strategy toward large-scale robot automation as demand from AI infrastructure, AI servers and advanced semiconductor...
    Friday 12 June 2026
    T3EX Global Holdings posts May revenue gain as China shipments and high-tech logistics recover
    T3EX Global Holdings reported consolidated revenue of NT$2.099 billion (approx. US$66.4 million) in May 2026, up 11.13% month-over-month and 10.70% year-over-year, driven by a rebound...
    Friday 12 June 2026
    J&V Energy moves into AI data center power infrastructure to tap Taiwan's AI electricity boom
    J&V Energy Technology is deepening its push into green power trading, energy storage, and overseas markets, while moving to capture new opportunities in AI energy infrastructure...
    Friday 12 June 2026
    CXMT IPO rides HBM shift to shake DRAM order, but Koreans seen holding ground

    ChangXin Memory Technologies (CXMT), China's largest DRAM maker, plans to raise approximately CNY29.5 billion (US$4.35 billion) through...

    Friday 12 June 2026
    Tesla's US-made LFP battery push faces China's scale advantage
    Tesla is building its own lithium iron phosphate supply chain as it seeks to compete with China's low-cost battery industry, according to clues in Aleees' public share offering prospectus...
    Friday 12 June 2026
    Anthropic expands footprint in India via major IT partnerships
    US AI firm Anthropic has deepened its presence in India's tech sector through a new strategic alliance with Tata Consultancy Services (TCS), the nation's top software exporter, reports...
    Friday 12 June 2026
    China's memory firms chase capital as AI storage demand lifts Biwin, Longsys
    As CXMT and YMTC move toward initial public offerings, other players across China's memory supply chain are also advancing expansion, fundraising, and listing plans. The activity spans...
    Friday 12 June 2026
    CXMT and YMTC chase IPOs as AI memory demand tests capacity, yield, and tool localisation
    China's two leading memory chipmakers, CXMT and YMTC, are moving closer to the capital market, putting the country's memory industry back under the semiconductor spotlight.
    Friday 12 June 2026
    Google TPU orders shift as MediaTek, Marvell, and Broadcom split market
    Broadcom has acknowledged it will not win all of Google's TPU orders, highlighting how tensor processing units have become a competitive arena for multiple chipmakers. For global readers,...
    Thursday 11 June 2026
    Taiwan chips in as drone makers ditch China supply chains

    Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

    Thursday 11 June 2026
    MSI sees CPU shortages easing as margins recover

    Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

    Thursday 11 June 2026
    Global smartphone industry, 1Q 2026

    Introduction

    Thursday 11 June 2026
    Niching Industrial sees heat spreader revenue hit record on AI server demand
    AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
    Thursday 11 June 2026
    Transsion turns from Africa phones to energy storage, but the harder fight is just starting
    Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
    Thursday 11 June 2026
    AI boom drives capital inflows, but Taiwan sees low systemic risk
    Taiwan's export growth has accelerated to its strongest pace in nearly 16 years on the back of AI and higher prices for electronic components, drawing large amounts of capital into...
    3/241 pages
    Research Report Database
    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
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook