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    NEWS TAGGED 2026
    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...
    Thursday 12 February 2026
    Chinese MCU price hikes open door for Holtek's quality play
    Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
    Wednesday 11 February 2026
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...
    Wednesday 11 February 2026
    TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom
    Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory...
    Wednesday 11 February 2026
    Tesla looks beyond cars to map strategy toward 2026
    On the afternoon of February 6, 2026, at a media briefing in Beijing, Grace Tao, Tesla Vice President, offered the company's most comprehensive public account to date of its strategic...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook