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    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    2h 5min ago
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    2h 5min ago
    OpenClaw drives edge AI chip and mini PC supply chain expansion
    2h 5min ago
    Nvidia's entry into AI agent race validates Chinese tech giants 'lobster farming' ecosystem
    2h 6min ago
    Legacy European and American Tier 1 suppliers reshape profit models through slimming and cross-sector expansion
    2h 6min ago
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    2h 6min ago
    NEWS TAGGED 2024
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Monday 16 March 2026
    Gogoro founder goes missing as reports on US$4.7M debt surfaces
    Horace Luke, the former Nike designer and Microsoft creative director who founded Gogoro in 2011 to revolutionize electric scooters, has reportedly accumulated debts of about NT$150...
    Saturday 14 March 2026
    Southern Taiwan Science Park revenue nears NT$3 trillion in 2025
    The Southern Taiwan Science Park (STSP) reported revenue of NT$2.97 trillion (US$93.5 billion) in 2025, up 34.26% from 2024, benefiting from the AI wave and strong demand for advanced...
    Friday 13 March 2026
    Acer reports higher revenue and profit for fourth quarter and full year 2025
    Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached...
    Thursday 12 March 2026
    Nvidia expands GPU market share as AIB shipments rise despite increased costs
    Nvidia strengthened its dominance in the add-in-board (AIB) GPU market in the fourth quarter of 2025, capturing a record 94% market share even as overall shipments dipped amid rising...
    Thursday 12 March 2026
    Asia Optical posts strong 2025 profit growth led by tech upgrades
    Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
    Thursday 12 March 2026
    Elan and DSME collaborate on RF front-end chips to target LEO satellite market
    The global low-Earth orbit (LEO) satellite market is entering a period of explosive growth, with market estimates projecting an increase from US$15 billion in 2024 to US$108 billion...
    Tuesday 10 March 2026
    Nvidia to restart RTX 3060 with Samsung amid China curbs, Korean report says
    Nvidia is preparing to resume production of its GeForce RTX 3060 graphics processing unit (GPU) through Samsung Electronics' foundry business, according to reports from the Korea...
    Tuesday 10 March 2026
    Samsung union plans 18-day strike, adding risk to HBM supply chain
    Samsung Electronics' labor union recently announced that employees who do not participate in a planned 18-day general strike from May 21 to June 7, 2026, will face penalties, sparking...
    Monday 9 March 2026
    Chinese optics firms shift from smartphones toward higher-end applications
    China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...
    Friday 6 March 2026
    Column: AI reasoning era reshapes compute demand and signals structural growth for semiconductor supply chains
    In the second half of 2022, AI underwent a genuine structural inflection point. Frontier models began to demonstrate true generalization and multi-tasking capabilities at scale. Generalization...
    Friday 6 March 2026
    Amtran hits 9-year revenue high in 2025 with product mix optimization
    Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13%...
    Thursday 5 March 2026
    Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
    Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...
    Thursday 5 March 2026
    Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

    In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...

    Wednesday 4 March 2026
    Acter Group posts 37% revenue growth in 2025 on Taiwan project surge
    Taiwanese cleanroom integration engineering leader Acter reported consolidated revenue of NT$10.98 billion (US$348.84 million) for the fourth quarter of 2025, up 16% year-on-year,...
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    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook