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    Micron exits Crucial consumer market amid shift to AI-driven memory demand
    9h 20min ago
    Infineon builds GaN patent barriers, forcing clear IP boundaries for major players
    9h 20min ago
    GaN supply chain reshaped: AI demand drives Western firms to rely on China
    9h 20min ago
    Exclusive: Ex-TSMC R&D VP talks advanced packaging and CoWoS
    9h 20min ago
    China's rare metal export restrictions create global supply gap benefiting Taiwan metal firm
    9h 21min ago
    China faces AI data center overcapacity and low utilization amid rising compute demand
    9h 21min ago
    NEWS TAGGED PRODUCTION
    Friday 28 November 2025
    Samsung Display cautious on OLEDoS ramp as yields stay low
    Samsung Display has started producing OLED on Silicon panels for extended-reality devices, but the company is holding back on mass production as low yields and a still-nascent XR...
    Friday 28 November 2025
    Apple's IT demand lifts global OLED material spending 6.2% in 3Q25
    Global OLED panel makers ramped up emissive-material purchases in the third quarter of 2025, largely fueled by stronger sales of Apple's iPhone and iPad lines.
    Friday 28 November 2025
    Commentary: China's humanoid robot boom faces order uncertainty
    The humanoid robot sector in China is experiencing rapid growth in production capacity, despite unclear large-scale demand, as companies prepare for anticipated commercialization...
    Friday 28 November 2025
    MiTAC confident in 2026 growth despite macro environment challenges
    As 2025 wraps up, MiTAC Holdings president Billy Ho has stated that it has been a year of changes and challenges. He noted that 2026 will still have obstacles, including geopolitics,...
    Friday 28 November 2025
    Analysis: Auto suppliers push into robotics and servers as traditional markets cool

    In recent years, a growing number of Taiwanese auto–parts suppliers have accelerated their push into the robotics and server supply...

    Friday 28 November 2025
    Why Jensen Huang spent Thanksgiving weekend in Taiwan
    Nvidia CEO Jensen Huang was spotted in Taipei, Taiwan, on November 27, marking his third trip to Taiwan in the second half of 2025. While earlier reports suggested that he was in...
    Friday 28 November 2025
    US pushes 50-50 chip split, but Taiwan's 10x capacity lead says otherwise
    US Secretary of Commerce Howard Lutnick previously proposed the idea of a 50–50 chip split between Taiwan and the US, but it is unclear whether this reflects Lutnick's personal...
    Friday 28 November 2025
    FitTech targets 2Q26 profits with goal to become Taiwan's largest foundry
    FitTech has had weak performance since 2023. It posted a net loss attributable to the parent of NT$290 million (approx. US$9.2 million) for the first three quarters of 2025, although...
    Friday 28 November 2025
    AI servers fuel interconnect boom as suppliers race to integrate signal, power, and cooling
    As AI computing power rapidly scales, electronic system interconnect demands are shifting from traditional terminal structure optimization to comprehensive integration of high-speed...
    Thursday 27 November 2025
    Walmart's electronic shelf label rollout to end by 2026, but E Ink sees no sign of demand slowdown
    Despite concerns over growth momentum in the electronic shelf label (ESL) market as Walmart's installation project is slated to finish by 2026, E Ink Holdings remains confident about...
    Thursday 27 November 2025
    Data Image enters drone market with new Taoyuan production line

    Data Image, Qisda Group's display subsidiary, is moving into the drone market and is preparing a new production line in Taoyuan to support...

    Thursday 27 November 2025
    Chinese smartphone makers halt iPhone Air follow-up projects amid weak sales
    Following disappointing sales of Apple's iPhone Air and tightening supply chains, major Chinese smartphone manufacturers have reportedly frozen or canceled their own "Air" ultra-thin...
    Thursday 27 November 2025
    Jtron joins Advantest and TSMC's outsourced test service chain
    Jtron Technology, a semiconductor test equipment engineering and technical service provider that has joined the supply chains of Advantest and TSMC, is scheduled to list on the over-the-counter...
    Thursday 27 November 2025
    Tongtai targets 20% revenue from electronics equipment by 2026
    Facing challenges in the machine tool industry in 2025, Tongtai Machine & Tool expects to remain profitable primarily due to non-operating income, while actively working to return...
    Thursday 27 November 2025
    FOCI advances 1.6T SiPh for AI servers, eyes mass production
    Driven by the AI server market, FOCI is steadily advancing its 1.6T-class silicon photonics (SiPh) products toward mass production. General manager DD Hu announced that sample shipments...
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    Research Report Database
    BIZ FOCUS
    Nov 26, 08:00
    Facing the rise of AI, how does Global Instrument Technology leverage Chunghwa Telecom's IDC for the manufacturing industry's AI-driven transformation
    Wednesday 26 November 2025
    GaNrich Delivers Portfolio from 40V to 1200V For the Data Center HVDC Architecture
    Wednesday 26 November 2025
    Smart dining transformation accelerates: ASUS IoT IoRT solutions enhance operational efficiency in chain restaurants
    Tuesday 25 November 2025
    ASUS IoT AISEHS raises intelligent security standards, helping semiconductor industry move from passive to active protection
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