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    AI demand driven structural chip shortage threatens auto industry
    7h 11min ago
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    7h 11min ago
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    7h 11min ago
    Samsung foundry to see turnaround as Chinese clients return in 2026
    7h 14min ago
    Analysis: Chip inflation is a major supply chain risk in 2026
    9h 16min ago
    China's AI path: Looking back at DeepSeek's one year anniversary
    9h 16min ago
    NEWS TAGGED SHIPMENTS
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Wednesday 28 January 2026
    Samsung reportedly channels most 1c DRAM capacity into HBM4 for early 2026 mass production
    Samsung Electronics is emerging as the leading supplier of sixth-generation High Bandwidth Memory (HBM4) to Nvidia and AMD as of February 2026, backed by growing confidence in its...
    Wednesday 28 January 2026
    China's TV subsidies lose traction, shipments likely to decline in 2026
    China will continue implementing its national subsidy policy in 2026, but with stricter conditions and higher thresholds. Judging from TV sales trends in 2025, the subsidies had already...
    Tuesday 27 January 2026
    Nexperia supply crisis eases as Honda and GAC restart three China plants
    Honda announced on January 26, 2026, that its previously halted Chinese auto factories had gradually resumed production since January 19. The shutdowns were primarily caused by a temporary...
    Tuesday 27 January 2026
    Samsung doubles down on Galaxy A as Chinese brands take half the market
    Samsung Electronics said on January 26, 2025, that it will launch its new Galaxy A07 5G smartphone in Taiwan, aiming to lift shipment momentum in the mass-market segment.
    Tuesday 27 January 2026
    Memory crunch accelerates notebook orders, reshapes 2026 demand

    Rising memory prices and persistent supply tightness are prompting PC brands to pull forward notebook orders, disrupting traditional seasonal...

    Tuesday 27 January 2026
    Microsoft's Maia 200 volumes set to jump more than tenfold from Maia 100 levels, DIGITIMES says
    Microsoft introduced Maia 200 on January 27, 2026, its latest in-house AI accelerator, as part of a broader effort to optimize cloud infrastructure for inference-heavy workloads. Analysts...
    Monday 26 January 2026
    Samsung expected to start HBM4 shipments to Nvidia, AMD in February
    Samsung Electronics is expected to begin shipping its sixth-generation high-bandwidth memory chips, known as HBM4, to Nvidia as early as February, Reuters reported, while...
    Monday 26 January 2026
    How rising memory prices are reshaping the smartphone supply chain

    As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

    Monday 26 January 2026
    Foxconn leads EMS/ODM rankings on AI servers and Apple boost
    Honhai Precision posted strong revenue growth in the fourth quarter of 2025, driven by robust shipments of high-end AI servers and the launch of Apple's new iPhone generation. The...
    Monday 26 January 2026
    Pegatron eyes triple-digit AI server growth in 2026, targets ASIC opportunities
    Pegatron is poised to continue its strong expansion in the artificial intelligence (AI) server market as it enters its fourth year, with expectations of sustaining triple-digit revenue...
    Monday 26 January 2026
    iPhone 17 high-end model demand exceeds expectations as Taiwanese carriers struggle to meet supply
    The iPhone 17 series has been on the market for over a quarter, yet Taiwan's telecom channels still face significant shortages of high-end models. A check on local carrier websites...
    Monday 26 January 2026
    The ASIC server wars begin as Nvidia squeezes the margins
    ASIC servers are emerging as the most closely watched segment of the server supply chain heading into 2026. Nvidia remains the dominant force in AI servers and continues to ship the...
    Friday 23 January 2026
    Compal eyes explosive AI server growth in 2026 after revenue dip
    Compal Electronics is anticipating a significant surge in AI server shipments beginning in 2026, following a projected revenue decline in 2025, according to chairman Ray Chen at the...
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    KLA
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook