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    NEWS TAGGED 2026
    Thursday 12 February 2026
    Weblink posts record January revenue as AI demand boosts data center and consumer markets
    Weblink International Inc. reported consolidated revenue of NT$2.897 billion (about US$92 million) in January 2026, a 39.86% year-on-year increase and a historic monthly high driven...
    Thursday 12 February 2026
    Samsung's premium TV discounts reflect pressure from China's expanding mini LED push
    Samsung Electronics' pricing for premium televisions is drawing scrutiny in South Korea as significant gaps emerge between official online prices and aggressive in-store promotional...
    Thursday 12 February 2026
    Foxconn projects stronger 2026 growth, secures oversubscribed sustainability loan

    After posting record revenue in 2025, Foxconn held its annual company sports carnival on February 12, continuing for a second consecutive...

    Thursday 12 February 2026
    TSMC's advanced process drives AI profits; SMIC, UMC, VIS face growth pressure
    Amazon, Google, Meta, and Microsoft are set to sharply increase AI capital expenditure in 2026, with total investments reaching US$670 billion. This surge has sparked market concerns...
    Thursday 12 February 2026
    SMIC warns AI pull-forward is rewriting chip cycle, lifts mature-node pricing
    The global foundry industry is undergoing a structural shift, and it is emerging first in mature process nodes once widely considered oversupplied. SMIC stated on February 11 that...
    Thursday 12 February 2026
    Minimum price plan may only delay China's auto advance in Europe, industry insiders say
    The EU proposed a minimum price commitment for battery electric vehicles (BEVs) in January 2026, replacing punitive tariffs of up to 35%. Still, major Chinese automakers such as BYD...
    Thursday 12 February 2026
    Taiwan notebook industry, 4Q 2025

    Introduction

    Thursday 12 February 2026
    Micron begins high-volume HBM4 shipments as supply stays tight and capex rises
    Micron Technology has begun high-volume production and customer shipments of its next-generation HBM4 memory, ramping volumes earlier than expected amid tight industry supply, CFO...
    Thursday 12 February 2026
    Taiwan carriers post January gains, shift spending toward AI and cloud
    Taiwan's largest telecom operators reported double-digit and mid-single-digit revenue growth in January 2026, driven by expanding ICT and non-mobile businesses alongside steady 5G...
    Thursday 12 February 2026
    SEMI: AI and HBM lift 2025 silicon wafer shipments, revenue still dips
    Worldwide silicon wafer shipments increased 5.8% in 2025 to 12,973 million square inches (MSI), while wafer revenue declined 1.2% to US$11.4 billion, according to the year-end analysis...
    Thursday 12 February 2026
    Young Optics narrows losses as it shifts toward AI-focused products

    After a series of operational adjustments, Young Optics narrowed its losses sharply in 2025, benefiting from an improved product mix and...

    Thursday 12 February 2026
    Samsung Display reviews capacity expansion for Apple foldable OLEDs

    Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED)...

    Thursday 12 February 2026
    MCU makers raise prices as packaging costs surge
    The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...
    Thursday 12 February 2026
    TSMC spillover lifts Xintec testing orders, 2026 growth in sight
    Xintec, the packaging and testing subsidiary of TSMC, held an investor conference in which Chairman CH Chen said full-year 2025 revenue maintained modest growth, driven primarily by...
    Thursday 12 February 2026
    Laster banks on China subsidies, Tesla and Zeekr wins amid margin push
    LED automotive lighting module maker Laster said it expects China's car purchase subsidies and trade-in programs to stimulate domestic demand in the first quarter of 2026, and that...
    1/114 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook