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    Japanese chip equipment component makers seek consolidation amid niche market challenges
    3h 26min ago
    Secondhand AI training cards flood China’s inference market after H20 ban
    3h 27min ago
    Divergent AI investment strategies among China's top cloud service providers
    3h 27min ago
    The uncertainty of Section 232 for global auto supply chains
    3h 27min ago
    Taiwan IC design houses predict non-humanoid robot boom within three years
    3h 27min ago
    Samsung Display reorganized panel units to enhance quality against BOE
    3h 27min ago
    NEWS TAGGED COST
    Friday 15 August 2025
    UMT’s bet on LEO satellites pays off as the segment surpasses 50% of revenue

    Despite foreign exchange headwinds and delayed shipments in the second quarter, Universal Microwave Technology (UMT) is doubling down...

    Thursday 14 August 2025
    LG Display turns three-week OLED fixes into two-day process with AI
    LG Display (LGD) has fully deployed a self-developed artificial intelligence platform across its design, manufacturing, and business operations, marking a decisive push into digital...
    Wednesday 13 August 2025
    Tariffs up, but China still commands the EV battery high ground
    US President Donald Trump is imposing steep tariffs on Chinese lithium batteries to limit Beijing's market dominance, but soaring short-term demand from the electric vehicle (EV)...
    Tuesday 12 August 2025
    Could US chip export tariffs be new tool against China?
    US President Donald Trump confirmed that Nvidia and AMD will pay 15% of their AI chip sales revenue in China to the US government under a rare deal tied to export licenses. This move...
    Monday 11 August 2025
    From cost burden to growth engine: AI revolutionizes advanced packaging
    At the OCP APAC 2025 conference, a high-profile panel brought together senior executives from TSMC, ASE, MediaTek, and Synopsys to examine how chiplets, advanced packaging, and next-generation...
    Sunday 10 August 2025
    Satellite insurance raises cost for Taiwan's satellite push
    Taiwan Space Agency (TASA) is taking a bold step toward industrializing its satellite manufacturing sector, announcing a NT$24.9 billion (US$833 million) initiative to develop a commercial...
    Saturday 9 August 2025
    Qisda reports US assembly not necessarily cost-effective under 20% tariff
    Qisda's consolidated revenue for July 2025 was NT$17.473 billion (approx. US$583.2 million), down 6.99% monthly but up 7.25% annually. For the first seven months of 2025, consolidated...
    Thursday 7 August 2025
    LITEON ramps up US, Taiwan production amid tariff headwinds

    LITEON prepaid US$13.4 million in tariffs on Battery Backup Units amid new 20% Taiwan-US tariffs...

    Thursday 7 August 2025
    TI triggers largest chip repricing in years, stuns China clients with 60,000-part hike
    As President Donald Trump accelerates reshoring efforts, US-based chipmakers are facing rising cost pressures that are now cascading through the global supply chain. Texas Instruments...
    Sunday 3 August 2025
    Taiwan advances silicon photonics as global market heads toward US$7.8 billion by 2030
    Taiwan is positioning itself in the growing silicon photonics market through government investment and university research partnerships, as the technology becomes critical for artificial...
    Friday 1 August 2025
    AUO reorganizes top team; Paul Peng, Frank Ko to co-lead groupwide strategy

    AU Optronics (AUO) posted second-quarter 2025 revenue of NT$69.24 billion (approx. US$2.31 billion), marking a 4.0% decline from...

    Thursday 31 July 2025
    MetaAge reports strong revenue growth in 2Q25 amid global uncertainties
    MetaAge, a subsidiary of Qisda, reported consolidated revenue of NT$5.87 billion (US$197.5 million) for the second quarter of 2025, representing growth of NT$1.45 billion year-over-year...
    Wednesday 30 July 2025
    IC designers expect limited impact of Section 232 investigations
    The US Department of Commerce (DOC) is set to announce the results of the Section 232 investigations within the next two weeks, a potential cornerstone event for chip tariffs. The...
    Wednesday 30 July 2025
    Samsung's in-house chips get another shot with Galaxy S26 if 2nm yields deliver
    Rising Qualcomm chip prices and improving Exynos yield rates have prompted Samsung to consider using its in-house Exynos 2600 in the 2026 Galaxy S26 base model. South Korean industry...
    Tuesday 29 July 2025
    SiPh among cutting-edge technologies for Taiwan's future growth
    Silicon photonics (SiPh) is one of the cutting-edge technologies in a crucial Taiwanese government AI development program that aims to create more than US$500 billion in industry...
    2/18 pages
    Research Report Database
    BIZ FOCUS
    Aug 5, 11:49
    Cultivating OCP, embracing open source
    Wednesday 13 August 2025
    Advanced WLP and back-end solutions at SEMICON Taiwan 2025
    Wednesday 9 July 2025
    TRI unveils new multi-camera AOI, TR7500 SIII Ultra
    Wednesday 13 August 2025
    Alif Semiconductor vying for market dominance in battery-powered generative AI applications and Edge AI
    RESEARCH INSIGHTS
    Intel signals overhaul of IDM 2.0 and foundry strategy with Lip-Bu Tan's appointment, says DIGITIMES