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    Samsung's Xi'an NAND plant cuts output amid upgrade, impacting market through 2027
    9h 20min ago
    Breaking down the challenges facing the new Apple CEO
    9h 20min ago
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    9h 20min ago
    TSMC targets Samsung's LPU foundry orders amid intensifying competition
    9h 20min ago
    Memory price surge hits India smartphone shipments in 1Q26
    9h 20min ago
    What PC brands's layoff wave can tell us about AI-driven resource shift and cost surge
    9h 21min ago
    NEWS TAGGED 2025
    Wednesday 11 February 2026
    CSBC eyes profit turnaround in 2026 with momentum from building submarines and vessels for Taiwan Navy
    Taiwanese shipbuilding company CSBC expects to return to profitability in 2026 as its full-year 2025 revenue rebounded significantly, aligning with its operational plans despite ongoing...
    Wednesday 11 February 2026
    Why SMIC’s full fabs don’t guarantee fatter profits
    China's largest contract chipmaker Semiconductor Manufacturing International Corporation (SMIC) reported a resilient fourth quarter and record full-year results for 2025, supported...
    Wednesday 11 February 2026
    Nam Liong says order visibility extends in 3Q25 as advanced materials enter trial ramp-up
    Nam Liong Global said its overall order visibility has extended through the third quarter of 2026, with advanced materials for the electronics technology industry clearing customer...
    Wednesday 11 February 2026
    Commentary: Foreign EDA playbook frays as China's domestic camp mobilizes
    Qun Ge, global senior vice president and chairman and president of Synopsys China, is set to depart. The move appears routine. But it points to deeper structural shifts in the global...
    Wednesday 11 February 2026
    Coretronic expects February shipments to decline amid off-season, fewer workdays
    Taiwanese display solutions provider Coretronic reported consolidated revenue of NT$3.21 billion (US$101.86 million) for January 2026, down 21% from NT$4.06 billion in December 2025,...
    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%...
    Wednesday 11 February 2026
    SMIC breaks 2025 revenue record, margins fall to 19.2%
    On February 10, Semiconductor Manufacturing International Corporation (SMIC) reported record 2025 revenues, but quarterly gross margins fell to 19.2%. The decline, driven by heavy...
    Wednesday 11 February 2026
    Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
    Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
    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,...

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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