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    Texas Instruments' chip price hikes create space for second-tier players
    6h 45min ago
    OpenAI's capital expenditure cut misunderstood
    6h 45min ago
    Apple's iPhone 18 shipment expected to drop 20% in 2026?
    6h 45min ago
    Is NVIDIA about to crash the PC party?
    6h 45min ago
    BMW shifts from L3 to L2+ autonomous driving amid rising liability costs
    6h 46min ago
    Analysis: US–China AI rivalry intensifies as “distillation” tests export controls
    6h 54min ago
    NEWS TAGGED 2024
    Tuesday 24 February 2026
    Huawei tops US$128bn in 2025 — but growth cools to 2%

    Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

    Friday 13 February 2026
    Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets
    As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
    Friday 13 February 2026
    Kioxia forecasts up to 77% operating profit surge on AI-driven NAND price rally
    Driven by expanding memory demand from AI servers and rising average selling prices, Japan-based NAND flash and SSD maker Kioxia expects solid growth in fiscal year 2025 (April 2025-March...
    Thursday 12 February 2026
    Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

    Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

    Wednesday 11 February 2026
    Coretronic warns seasonal dip but sees 10-20% annual growth potential across product lines
    Coretronic said shipments of its energy-saving and imaging products will fall in the first quarter of 2026 due to seasonal factors and fewer working days, while projecting 10–20%...
    Friday 6 February 2026
    China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
    China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
    Thursday 5 February 2026
    Samsung sees net cash surpass KRW100 trillion, fueling semiconductor investment, M&As
    Samsung Electronics has once again pushed its net cash above KRW100 trillion (US$68.97 billion), reaching KRW100.61 trillion at the end of 2025, up 7.8% from the same period in 2024...
    Wednesday 4 February 2026
    China smartphone market and industry, 4Q 2025

    Introduction

    Monday 2 February 2026
    TSMC revises five-year growth plan, turning tech lead into high profits
    TSMC chairman C.C. Wei recently confirmed that AI demand is real and the trend will remain unchanged in the coming years. AI accelerators accounted for a "high double-digit" percentage...
    Saturday 31 January 2026
    China claims 64% of ESS battery market as South Korea scrambles to launch a comeback
    The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...
    Thursday 29 January 2026
    UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
    United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
    Wednesday 28 January 2026
    Powertech posts 4Q25 profit high, eyes growth momentum into 2026
    Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
    Wednesday 28 January 2026
    Analysis: Why Tesla is splitting AI5 chip production between TSMC and Samsung
    In mid-December 2025, TSMC chairman C.C. Wei disclosed details of a conversation with Elon Musk regarding future development priorities. The discussion centered not on automotive production,...
    Wednesday 28 January 2026
    As China races to localize auto chips, Taiwan locks onto upmarket
    In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
    Wednesday 28 January 2026
    South Korea's trade with Vietnam grows strongly; sets export value record in 2025
    South Korea's total export value surpassed US$700 billion for the first time in 2025, with Vietnam remaining the third-largest trading partner and the second-largest source of South...
    1/63 pages
    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook