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    Shortage beyond memory: CPU shortages worsen PC supply chain woes, Intel 18a yield becomes new hope
    7h 53min ago
    Foxconn's AI-driven US factory shifts from simulation to operation with new methodology
    7h 53min ago
    Chinese EV makers shift from Nvidia with Nio's in-house chips surpassing 550,000 units shipped
    7h 53min ago
    Tesla's AI5 chip uses SK Hynix LPDDR, Samsung to manufacture in 2027
    7h 53min ago
    Samsung's HBM4 yield improves, 4nm PMBIST upgrade receive praise from Nvidia
    7h 54min ago
    Analysis: ASML raised 2026 outlook amid surging EUV demand from SK Hynix and Samsung
    7h 54min ago
    NEWS TAGGED 2026
    Thursday 16 April 2026
    TSMC hints at next-gen LPU bid, stokes speculation that Samsung's Groq order may not last
    TSMC Chairman C.C. Wei disclosed at the company's first-quarter 2026 earnings call that the foundry is collaborating with a customer on next-generation LPU development —a remark...
    Thursday 16 April 2026
    TSMC enters 2nm mass production, scales 3nm capacity
    TSMC laid out its capacity expansion plans and advanced node progress at its first quarter 2026 earnings call. Chairman C.C. Wei reaffirmed Taiwan as the primary base for leading-edge...
    Thursday 16 April 2026
    Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
    Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
    Thursday 16 April 2026
    China smartphone market shifts to premium, Huawei and Apple lead in 1Q26
    China's smartphone market contracted in the first quarter of 2026, but stronger-than-expected demand for premium devices from Huawei and Apple helped cushion the decline and reshape...
    Thursday 16 April 2026
    TSMC guides over 15% 2Q26 revenue growth, N3 margins set to top average
    TSMC posted a record profit of NT$572.48 billion (US$18.06 billion) in the first quarter of 2026, marking another high in overall performance. For the second quarter of 2026, TSMC...
    Thursday 16 April 2026
    Taiwan analog IC firms show varied 1Q26 revenue; motor control and DDR5 PMIC drive growth
    Taiwanese analog IC companies have recently released their full revenue figures for the first quarter of 2026, revealing mixed performances. Firms with rapidly growing new businesses...
    Thursday 16 April 2026
    MCU demand pull-in lifts first-quarter sales, inflation risk clouds outlook

    The traditional off-season for consumer electronics showed unexpected strength in the first quarter of 2026, with microcontroller (MCU)...

    Thursday 16 April 2026
    EZconn posts 200% profit surge in March as high-fiber count shipments boost growth
    Optical communication manufacturer EZconn announced a net profit after tax of NT$312 million (US$9.9 million) for March 2026, marking a 200% increase year on year and earnings per...
    Thursday 16 April 2026
    Genomics BioSci & Tech bets on AI to unlock gene-based longevity
    Genomics BioSci & Tech, Taiwan's largest commercial genomic sequencing company, is leveraging artificial intelligence (AI) to decode the secrets of aging and disease. Company founder...
    Thursday 16 April 2026
    Rising component costs could shrink smartphone shipments by over 10% in 2026
    Rising upstream component costs and higher new-phone prices are expected to slow global smartphone shipments in 2026, fueling stronger demand for used devices internationally and prompting...
    Thursday 16 April 2026
    Mobile manufacturers adapt to soaring key component prices with strategic measures
    Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...
    Thursday 16 April 2026
    Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown
    The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...
    Thursday 16 April 2026
    Taiwan says core trade objectives unchanged amid US Section 301 probe
    Taiwan's affirmation that its core trade objectives remain unchanged despite a US Section 301 probe has global implications: shifts in tariffs and disputes could affect supply chains,...
    Thursday 16 April 2026
    A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
    GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...
    Thursday 16 April 2026
    ASE Holdings to acquire Innolux Fab 5 for US$460 million

    ASE Holdings has secured Innolux's Fab 5, with the company announcing on April 15 that its semiconductor unit's board had approved the...

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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