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2026/11/3
The 2026 OCP Global Summit focused on advances in AI infrastructure, spanning optical interconnects, USFP, NPO and XPO, PTFE orthogonal backplanes, 3.5D advanced packaging, memory architectures, and CPU racks. These developments show how the industry is responding to demand from expanding AI compute workloads and agentic AI. This article reviews technology strategies from companies such as NVIDIA, AMD, Cisco, SK hynix, and HGGenuine, and examines how high-speed data transmission, power delivery, cooling, and system integration could shape next-generation data centers and create opportunities for Taiwan’s supply chain.
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# Taiwan
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# AI
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2026/10/27
Anthropic’s IPO plans have drawn market attention. This article reviews the revenue growth, enterprise customer expansion, financing, and compute spending commitments disclosed in its S-1 registration statement, and examines the IPO’s implications for the company’s funding flexibility, AI industry valuations, and supply chain. With rapid growth alongside substantial compute procurement, Anthropic’s ability to turn demand for its models into stable profits and cash returns will be key to how the market assesses its IPO valuation and long-term prospects.
# News
# USA
2026/10/14
fiisual Taiwan Stock Lab brings together industry heatmaps, index trends, industry articles, and individual stock data, helping investors move from broad market trends to in-depth company analysis. This article explains how to compare industry and peer performance, and how to track a company’s operations through financial indicators, capital flows, financial statements, and related news. It also introduces features such as adding data to chart comparisons with a click, switching between quarterly and annual data, and pinning the latest figures—making research and data comparisons more efficient.
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2026/7/28
Growing demand from AI servers, high-voltage power architectures, vehicle electrification, and industrial automation, combined with geopolitical developments and supply chain restructuring, has gradually shifted the Power semiconductors industry toward a seller’s market. This article examines the major power semiconductor product categories, end-use applications, and competitive landscape, while exploring how AI is driving higher demand for components such as MOSFETs, IGBTs, and SiC devices. It also assesses how Taiwanese suppliers, including PANJIT and APEC, may benefit from supply chain realignment.
# Manufacturing Industry
# Automotive
2026/7/20
As demand for AI model training continues to surge, GPU computing power is evolving from a technology resource into a standardized, tradable asset, paving the way for the emergence of GPU compute futures. This article explains how GPU compute futures work, their role in hedging and risk management, and the value they bring to the market. It also explores how AI developers, data center operators, and financial institutions can use futures contracts to manage fluctuations in compute pricing, while highlighting the latest initiatives from exchanges such as CME Group and Intercontinental Exchange (ICE). Discover how the financialization of computing power is shaping the next frontier of the AI economy.
# Trading
# Financial Products
# Futures
2026/7/16
Apple's decision to raise prices for products including Macs and iPads reflects more than just a pricing strategy—it highlights the growing cost pressures created by the global imbalance between memory supply and demand. This article examines the key drivers behind the sharp increase in DRAM and NAND prices, including AI-driven demand for HBM and enterprise SSDs, the concentrated supply among the three leading memory manufacturers, the rapid rise of Chinese memory makers, and Apple's strategic evaluation of Chinese suppliers. It also explores how developments in the memory industry are reshaping the consumer electronics market and the future competitive landscape of the global supply chain.
# China
2026/7/14
ASML is the world's only company capable of mass-producing EUV lithography systems, making it the global leader in semiconductor manufacturing equipment and a key indicator of worldwide semiconductor capital spending and AI industry trends. This article explores ASML's position in the semiconductor industry, the differences between EUV and DUV technologies, and how demand for its equipment reflects capacity expansion in advanced process nodes and HBM. It also analyzes the company's latest financial performance, equipment orders, key takeaways from its earnings call, and the impact of AI, export controls, and global foundry investment on its future business outlook and the semiconductor industry cycle.
2026/7/8
An antitrust lawsuit against Samsung, SK hynix, and Micron has been accepted, alleging that the three leading memory manufacturers shifted production capacity from conventional DRAM to higher-margin HBM in response to booming AI demand. The plaintiffs claim this strategy has contributed to a roughly 700% increase in DRAM prices over the past four years. This article examines the key issues surrounding the lawsuit, explains how HBM capacity expansion is affecting memory supply and demand, and explores the oligopolistic structure of the DRAM market, the drivers behind soaring memory prices, and the potential implications for the memory industry and the broader AI supply chain.
2026/6/24
Rapid growth in AI server demand is driving the passive components industry beyond its traditional inventory cycle and into a phase of structural growth. On the supply side, capacity expansion for high-end products remains limited, while longer lead times and ongoing price increases continue to emerge, pushing the industry firmly into a seller's market. This article examines how AI servers are reshaping the supply-demand dynamics of the passive components industry and explores the opportunities for Taiwanese companies such as Yageo and Holy Stone Enterprise.
2026/6/17
As demand for AI servers continues to surge, passive components have evolved from supporting components into a key area of market focus. From MLCCs and resistors to power inductors, these fundamental electronic components play a critical role in ensuring the stable operation of AI servers, GPUs, and high-speed data transmission systems. This article explores the major categories of passive components, their functions, and industry trends, while examining how the AI boom is creating opportunities for specification upgrades and long-term structural growth across the passive components industry.
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