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    Exclusive: China's top solar firms leverage cash reserves amid export tax cut and market downturn
    9h 17min ago
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for NB shipments
    9h 18min ago
    SMIC's strategic return to advanced packaging after years of adjustments
    9h 18min ago
    Jinghe's phase four capacity expansion boosts SmartSens and Xiaomi, building China's local CIS supply chain
    9h 18min ago
    China to mass-produce HBM3 wafers in 2026, narrowing gap with South Korea
    9h 18min ago
    Exclusive: China's topcon solar faces survival crisis amid overcapacity and rising costs
    9h 18min ago
    NEWS TAGGED DEMAND
    Monday 9 February 2026
    Advanced chip testing demand climbs; KYEC consolidates global lead, steps up local recruitment
    King Yuan Electronics Co. (KYEC) held its year-end banquet, where chairman C.K. Lee said that collaboration with employees, customers, and suppliers has positioned the company as a...
    Monday 9 February 2026
    Wistron navigates supply chain challenges while targeting broad growth

    Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

    Monday 9 February 2026
    North American clients drive 2026 growth as CHPT targets quarterly gains
    Taiwan-based test interface maker Chunghwa Precision Test Tech (CHPT) expects steady revenue growth through 2026, driven by rising AI ASIC orders and expanded capacity, as stronger...
    Monday 9 February 2026
    GSEO and Kinko post record January revenues in optical industry
    Genius Electronic Optical (GSEO) announced on February 6, 2026, that its January 2026 revenue reached NT$2.515 billion (US$79.16 million), down 4.37% month-on-month but up 23.37% year-on-year,...
    Monday 9 February 2026
    Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle
    Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion...
    Monday 9 February 2026
    EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
    Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
    Monday 9 February 2026
    Winbond, Macronix post strong January sales as memory demand heats up
    Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
    Monday 9 February 2026
    Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
    Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
    Monday 9 February 2026
    512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

    The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

    Monday 9 February 2026
    Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
    Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
    Monday 9 February 2026
    MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount
    MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...
    Sunday 8 February 2026
    Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook
    Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...
    Sunday 8 February 2026
    US turns to Taiwan's rare earth recycling to cut China supply dependence

    China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port...

    Saturday 7 February 2026
    Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
    Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

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    iTCAjBest AI Awards 2026
    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
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook