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    NEWS TAGGED 2025
    Wednesday 11 February 2026
    Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

    Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

    Wednesday 11 February 2026
    Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100%
    Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed...
    Wednesday 11 February 2026
    Taiwan exports exceed NT$2 trillion in January, memory shortage escalates
    Taiwan's Ministry of Finance (MOF) announced on February 9, 2026, that Taiwan's exports in January 2026 hit a record high, surpassing NT$2 trillion (US$63.4 billion) for the first...
    Tuesday 10 February 2026
    AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
    AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
    Tuesday 10 February 2026
    Renesas turns to China and India for recovery after first net loss in six years
    Renesas Electronics recorded its first net loss in six years in fiscal 2025, reflecting weak demand for automotive semiconductors and a limited contribution from AI-related products...
    Tuesday 10 February 2026
    Acer ITS drives 40% revenue surge in January 2026, fueled by multi-business growth
    Acer reported consolidated revenue of NT$21.077 billion (approx. US$668.4 million) for January 2026, marking a 39.8% year-over-year increase and setting a post-pandemic record for...
    Tuesday 10 February 2026
    Vanguard sees modest recovery as capacity use rises in early 2026

    Vanguard International Semiconductor (VIS) reported consolidated revenue of NT$4.01 billion (approx. US$127 million) in January 2026,...

    Tuesday 10 February 2026
    Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain
    China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...
    Tuesday 10 February 2026
    Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
    Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
    Tuesday 10 February 2026
    Amkor pivots toward AI and HPC with ambition to expand advanced packaging
    Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
    Tuesday 10 February 2026
    Asus' AI server push bolsters revenue despite memory shortages
    Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
    Tuesday 10 February 2026
    Behind Nvidia’s fried-chicken diplomacy
    Nvidia CEO Jensen Huang reportedly hosted a "fried chicken and beer" meeting in Silicon Valley on February 5, 2026, with SK Group chairman Tony Choi, according to industry sources...
    Tuesday 10 February 2026
    Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
    Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
    Tuesday 10 February 2026
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
    Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
    Tuesday 10 February 2026
    Commentary: From retreat to return, SMIC's long road back to advanced packaging
    China-based foundry SMIC will release fourth-quarter 2025 results on February 10 and hold its first 2026 investor briefing on February 11. Market focus is expected to center on its...
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    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