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    Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
    2min ago
    Microsoft AI data center faces Wisconsin lawsuit over noise and light pollution
    40min ago
    NEWS TAGGED SHIPMENTS
    Tuesday 7 July 2026
    AI server demand tightens power device supply as lead times stretch to 270 days

    AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

    Tuesday 7 July 2026
    AI phones could exceed half of smartphone shipments by 2027 as costs rise
    The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices...
    Tuesday 7 July 2026
    Sysgration says drone and IPC sales will drive 2H26 growth

    Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

    Tuesday 7 July 2026
    Chicony Electronics reports June revenue gain as AI PC demand builds
    Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
    Monday 6 July 2026
    Chicony Power June revenue rises on pull-forward demand and server power sales
    Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
    Monday 6 July 2026
    Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
    Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
    Monday 6 July 2026
    Apple's foldable phone could lift foldable market momentum
    Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...
    Monday 6 July 2026
    Foldable phone market braces for second-half launch wave
    The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...
    Monday 6 July 2026
    Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season
    Sea and air freight capacity stayed tight as the second-half shipping season approached, with strong exports of AI and semiconductor products from Taiwan to the US continuing to pressure...
    Monday 6 July 2026
    Transcom lifts 2Q26 revenue 29% on defense and satellite demand
    Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the...
    Saturday 4 July 2026
    Machvision's June revenue hits another record due to AI demand
    Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...
    Friday 3 July 2026
    Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction
    With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers...
    Friday 3 July 2026
    Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

    Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

    Friday 3 July 2026
    Kioxia begins sample shipments of 10th-generation flash memory
    Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply...
    Friday 3 July 2026
    Sinbon lifts revenue to record levels as humanoid robot work advances
    Sinbon reported record monthly revenue in June 2026 and new highs for the second quarter and the first half of 2026, driven by stronger demand in green energy and industrial applications...
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    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