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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    9h 54min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    9h 55min ago
    AI server ODMs face margin pressure as memory costs rise
    9h 55min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    9h 55min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    9h 55min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    9h 55min ago
    NEWS TAGGED CASH FLOW
    Tuesday 5 May 2026
    Onsemi signals early recovery as AI demand strengthens but profitability remains volatile
    Onsemi reported a mixed but generally improving set of first-quarter 2026 results, signaling early signs of recovery in key end markets while highlighting ongoing volatility in pro...
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

    Wednesday 29 April 2026
    Seagate tops estimates, raises outlook on cloud, AI demand
    Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
    Thursday 23 April 2026
    IBM's watsonx, mainframe surge, and sovereign AI push power a landmark 1Q26
    IBM opened fiscal year 2026 on a high note. The company reported strong first-quarter results, driven by software momentum, a record mainframe surge, and its best first-quarter free...
    Thursday 12 March 2026
    Asia Optical posts strong 2025 profit growth led by tech upgrades
    Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
    Friday 6 March 2026
    Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
    Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
    Wednesday 25 February 2026
    Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
    Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
    Monday 23 February 2026
    SenseTime's risks run deeper than consensus forecasts

    SenseTime faces sustained financial and geopolitical pressure, and a recent Bloomberg Intelligence note says the market may still...

    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...
    Tuesday 10 February 2026
    Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
    Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
    Tuesday 10 February 2026
    Onsemi delivers solid fourth-quarter results as markets stabilize, outlook points to cautious recovery
    Onsemi reported steady fourth-quarter results for 2025, supported by disciplined execution and record free cash flow generation, while management signaled improving stability across...
    Monday 9 February 2026
    AI spending spree threatens big tech cash flows
    A dramatic ramp-up in capital expenditures by Google, Amazon, and Meta in 2026 is set to squeeze their free cash flow, forcing difficult trade-offs between shareholder returns and...
    Thursday 5 February 2026
    Infineon's fiscal 1Q26 resilience highlights AI-driven growth amid cyclical pressures
    Infineon's first quarter of fiscal year 2026 showed that strong demand linked to artificial intelligence (AI) can cushion cyclical weakness in other markets, reinforcing the company's...
    Wednesday 28 January 2026
    TI outlook points to tentative recovery as cash flow strength offsets profit pressure
    Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
    Friday 19 December 2025
    CWE to record impairment loss on JMC investment
    Chang Wah Electromaterials (CWE) announced on December 18 that it will recognize an asset impairment loss of NT$655 million (US$20.75 million) related to its investment in JMC Electronics...
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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