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    Analysis: ASML earnings prove AI demand is hitting the factory floor
    10min ago
    In-depth: DeepSeek's one-year breakthrough shows how China builds AI without cutting-edge chips
    20min ago
    NEWS TAGGED SUPPLIER
    Thursday 29 January 2026
    Celestica posts sharp revenue gains as cloud and AI spending rise

    Celestica, a global supplier of data center infrastructure and advanced technology manufacturing, reported sharply higher revenue and...

    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
    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
    Analysis: SK Hynix's exclusive supply to Microsoft reflects HBM3E market consolidation
    Recent reports indicate that SK Hynix has become the exclusive HBM supplier for Microsoft's next-generation AI accelerator, Maia 200, underscoring its competitiveness in the HBM3E...
    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...
    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...
    Monday 26 January 2026
    Taiwanese precision optics reaps benefits of waveguide tech
    Smart glasses have transitioned from being a concept to practical use and pricing. 2026 is expected to be major for AI wearable devices, especially after the compute power of multimodal...
    Saturday 24 January 2026
    Taiwanese optics industry poised to reshape automotive electronics amid autonomous driving boom
    As the automotive sector pivots toward autonomous driving technologies, Taiwan's optics industry is rapidly evolving from a consumer electronics supplier into a critical player in...
    Friday 23 January 2026
    Resistor price surge spreads as Walsin Technology hikes pricing
    Price increases for resistors are spreading across the passive components industry. After reported hikes by Taiwan-based market leader Yageo and supplier Formosan Rubber, Walsin Technology...
    Wednesday 21 January 2026
    iCatch and Jet Opto Announce 4K Automotive AI Imaging Solution

    iCatch Technology

    Saturday 17 January 2026
    Apple's LCD demand gives Radiant room to expand into AR and OLED
    Radiant, a key supplier of Apple's backlight modules, is positioning itself to benefit from both legacy and emerging display technologies. While Apple continues to push toward OLED...
    Thursday 15 January 2026
    UHT, Fong Jaw partner on dual-use VTOL drone for defense and commercial markets

    Taiwan-based advanced materials supplier UHT Unitech has signed a memorandum of understanding with aerospace manufacturer Fong Jaw Aerospace...

    Thursday 15 January 2026
    ASML CEO claims China's EUV lags by 8 gen ahead of 4Q25 earnings
    ASML, the Dutch semiconductor equipment leader and exclusive supplier of EUV lithography systems, is set to release its fourth-quarter 2025 and full-year financial results on January...
    Wednesday 14 January 2026
    Samsung will adopt South Korea-made mask blanks to EUV process to reduce reliance on Japan
    Samsung Electronics is set to introduce South Korea-made mask blanks into its extreme ultraviolet (EUV) process starting as early as the second quarter of 2026. According to ET...
    Monday 12 January 2026
    Samsung reclaims top spot in global DRAM market with record quarterly revenue
    Samsung Electronics has reclaimed its position as the world's leading DRAM supplier in the fourth quarter of 2025, reporting record revenue of KRW27.7 trillion (US$19.2 billion) in...
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    Research Report Database
    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