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    NEWS TAGGED PRODUCTION
    Monday 27 April 2026
    Broadcom, Marvell set to benefit as 1.6T optical modules near mass production
    1.6T optical communication modules are set for broad adoption in AI data centers in 2026, with optical transceiver vendors and key IC design houses preparing for shipments. Broadcom's...
    Monday 27 April 2026
    DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
    As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
    Monday 27 April 2026
    MediaTek ASIC revenue may overtake smartphone chips amid Google's TPU ramps
    MediaTek's application-specific integrated circuit (ASIC) business is drawing market attention as volume production of Google's tensor processing units (TPUs) is expected to ramp from...
    Monday 27 April 2026
    S-Tech accelerates high-end materials shift, doubles titanium alloy share to target aerospace and US markets
    S-Tech Corp's shift toward titanium alloys and entry into the US market could reshape global supply for the aerospace and defense sectors, reducing reliance on nickel-based products...
    Monday 27 April 2026
    Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

    Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

    Monday 27 April 2026
    Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
    At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
    Sunday 26 April 2026
    Samsung reportedly advances sub-10nm DRAM as SK Hynix targets HBM4E sampling
    Samsung Electronics has reportedly produced a working die for sub-10nm DRAM, marking a potential breakthrough below the 10-nanometer threshold, according to The Elec. SK Hynix,...
    Sunday 26 April 2026
    Nvidia and OpenAI both make US$20 billion bets on AI chip startups: what's the common factor?
    2026 has become a major year for IPO fundraising among leading AI players. At the end of 2025, Nvidia CEO Jensen Huang spent US$20 billion to acquire the IP and talent of AI chip startup...
    Sunday 26 April 2026
    JDI accelerates exit from LTPS, reshaping automotive display panel landscape
    Japan Display Inc. (JDI) is accelerating its withdrawal from the low-temperature polycrystalline silicon panel market by selling its Tottori plant to Yahata Toei Real Estate, a deal...
    Saturday 25 April 2026
    LandMark Optoelectronics ramps up semiconductor-grade equipment for 6-inch SiPh amid surging demand
    Silicon photonics (SiPh) products continue to see strong demand, with optical communication epitaxy manufacturer LandMark Optoelectronics reporting output still far below customer...
    Saturday 25 April 2026
    Taiwan's industrial production surges on AI infrastructure demand
    Data released by Taiwan's Ministry of Economic Affairs (MOEA) on April 23 showed that major global cloud service providers continue to expand procurement of artificial intelligence...
    Saturday 25 April 2026
    India's solar growth faces policy tension between local manufacturing push and rapid capacity expansion
    India's push to localize solar manufacturing while rapidly expanding capacity is creating a structural bottleneck, as stricter domestic sourcing rules risk constraining supply just...
    Friday 24 April 2026
    Strait of Hormuz disruption puts semiconductor supply chains at risk as photoresist shortages grow

    Geopolitical tensions in the Middle East and the blockade of the Strait of Hormuz since early March 2026 are beginning to ripple through...

    Friday 24 April 2026
    AI PCB supply crunch squeezes margins on rising materials and energy costs
    A tightening supply of high-end materials is emerging as a key constraint just as PCB specifications and manufacturing processes move into a new upgrade cycle. Shortages span from...
    Friday 24 April 2026
    Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

    Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

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