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    NEWS TAGGED 2025
    Wednesday 21 January 2026
    Research Insights: Nvidia unveils Alpamayo platform for L4 self-driving
    Nvidia unveiled its Alpamayo family at CES 2026, introducing a suite that includes the open-source AI model Alpamayo 1, the AlpaSim simulation framework, and Physical AI Open Datasets...
    Wednesday 21 January 2026
    China tightens rare earth export controls to Japan, further fueling geopolitical tensions
    Chinese authorities have increased scrutiny on rare earth exports bound for Japan, as export volumes declined in December 2025 compared to the previous month. The move reflects Beijing's...
    Wednesday 21 January 2026
    Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
    Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
    Wednesday 21 January 2026
    Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
    The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
    Tuesday 20 January 2026
    AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
    Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
    Tuesday 20 January 2026
    PowerTech and ChipMOS report robust November profits amid strong memory demand
    Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector...
    Tuesday 20 January 2026
    Samsung foundry utilization reportedly nears 60% as losses narrow
    Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
    Tuesday 20 January 2026
    ASM International reports stronger orders as China's demand rebounds

    ASM International said it posted stronger-than-expected preliminary results for the fourth quarter of 2025, buoyed by a rebound in demand...

    Tuesday 20 January 2026
    Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
    Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
    Tuesday 20 January 2026
    AI bubble concerns ease with Taiwan's IT sector-driven economic growth
    Nvidia Corporation's market value has surged to US$4.5 trillion amid the expansion of the AI industry, overtaking Apple Inc. and Microsoft Corporation, while Taiwan Semiconductor Manufacturing...
    Tuesday 20 January 2026
    Epirus achieves first takedown of fiber-optic guided drone with microwave system
    In a global first, US defense startup Epirus successfully disabled and crashed a fiber-optic guided drone using a lightweight version of its Leonidas high-power microwave (HPM) system...
    Tuesday 20 January 2026
    Alibaba-backed PixVerse introduces real-time AI video tool with interactive control
    PixVerse, a platform operated by Alibaba-backed Aishi Technology, has launched a real-time, interactive artificial intelligence (AI) video-generation tool that lets users control character...
    Tuesday 20 January 2026
    Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

    Ubiqconn Technology says its accumulated strengths in maritime communications and satellite applications are continuing to underpin expansion...

    Tuesday 20 January 2026
    Samsung Device Solutions eyes 47% bonuses after profit surge

    Samsung Electronics on January 16 announced payout ratios for its 2025 excess profit performance incentive, with the Device Solutions...

    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
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    New Power WorldWide 2026
    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