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    Exclusive: Chinese automakers lead in zonal E/E architecture, but geopolitics could hinder global rollout
    May 6, 19:07
    Chinese semiconductor equipment makers deepen SEA OSAT presence
    May 6, 19:07
    China, US AI capex gap persists amid token prices surge
    May 6, 19:07
    Singapore chip firms showcase cross-border manufacturing and testing strengths
    May 6, 19:06
    Commentary: Big Fund bets on DeepSeek as China, the US shift AI rivalry to hidden models
    May 6, 19:06
    Samsung and SK Hynix China staff reportedly seek higher bonuses
    May 6, 19:06
    NEWS TAGGED 2026
    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    MediaTek unit Airoha targets AI networking surge with triple optical growth
    MediaTek subsidiary Airoha Technology said its first-quarter 2026 performance met expectations, driven by continued improvement in product mix and accelerating demand across its optical...
    Wednesday 6 May 2026
    Eris Technology posts record April revenue on AI robot and server demand
    Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
    Wednesday 6 May 2026
    Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
    Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
    Wednesday 6 May 2026
    Low-cost cruise missiles drive a new drone cost race
    Rapid changes in battlefield tactics have made drones central to "economic attrition warfare," shifting the focus from technical performance to cost and scale. The implications are...
    Wednesday 6 May 2026
    RichWave sees Wi-Fi 7 growth outrunning memory price pressure
    Radio frequency (RF) front-end chip maker RichWave said on May 4 that Wi-Fi 7 momentum will remain very strong in the first quarter of 2026, even as rising memory and component costs...
    Wednesday 6 May 2026
    Largan April revenue rises 24% annually; May pull-in remains strong
    Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period...
    Wednesday 6 May 2026
    Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
    Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Wednesday 6 May 2026
    Hengs Technology shifts to recurring revenue as O&M business matures in 2026
    Hengs Technology, a Taiwan solar system integrator and operator, said its operations and maintenance business would enter a harvest phase in 2026, supporting another year of strong...
    Wednesday 6 May 2026
    Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
    Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
    Wednesday 6 May 2026
    Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
    Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
    Wednesday 6 May 2026
    Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
    Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
    Wednesday 6 May 2026
    iPhone 17 topples charts as memory costs threaten midrange Android momentum
    Apple and Samsung led the global smartphone market in the first quarter of 2026 as premium demand helped them buck broader shipment declines, industry data showed. According to Counterpoint,...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook