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    China's Naura enters global top five semiconductor equipment makers in 2025
    11h 4min ago
    Panel industry’s old factory sales become global trend with semiconductor firms as prime buyers
    11h 4min ago
    TSMC and memory makers boost capex to offset China export restrictions impact
    11h 4min ago
    Memory focus shifts to LPDDR6 and LPW in post-HBM era
    11h 4min ago
    Commentary: Stellantis halts ACC battery plant plans amid EU localization policy rollout
    11h 4min ago
    Analysis: China's AI evolution achieves zero-delay model and chip adaptation
    11h 4min ago
    NEWS TAGGED 2026
    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
    AI demand pushes Taiwan's Topco Scientific to record January revenue

    Taiwanese semiconductor materials distributor Topco Scientific (TSC) reported record revenue for January 2026, buoyed by robust demand...

    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...
    Wednesday 11 February 2026
    Panjit accelerates automotive push with Vietnam plant acquisition, eyes 2027 ramp
    Panjit International has completed a signing agreement to acquire a 95% equity stake in Torex Vietnam Semiconductor Co., Ltd., reinforcing its strategy to expand automotive-related...
    Tuesday 10 February 2026
    TSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle
    Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one...
    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
    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,...

    Tuesday 10 February 2026
    TSMC posts 36.8% sales surge in January 2026 on strong AI demand

    Taiwan Semiconductor Manufacturing Co.(TSMC) reported a sharp 36.8% jump in January revenue, underscoring an acceleration in global demand...

    Tuesday 10 February 2026
    Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
    Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...
    Tuesday 10 February 2026
    Nexchip Phase IV expansion supports SmartSens, Xiaomi in building domestic CIS supply chain
    China's foundry sector is accelerating expansion across mature and specialty nodes. Nexchip Semiconductor, the country's third-largest foundry, plans to invest CNY2 billion (approx...
    Tuesday 10 February 2026
    Exclusive: only cash strength can save China's TOPCon solar sector from endgame
    With China's solar products set to lose a 9% export tax rebate in April 2026, compounded by raw material inflation, a wave of pre-rebate-cancellation stockpiling should theoretically...
    4/115 pages
    aiexpo2026
    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