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    CATL's HIMA exclusivity fades in China EV battery shake-up
    20min ago
    AI supply chain boom fuels Taiwan's investment, exports as GDP growth tops 10% outlook
    23min ago
    NEWS TAGGED EARNINGS
    Wednesday 24 June 2026
    SK Hynix reportedly eases HBM4 push as commodity DRAM margins surge

    SK Hynix is reportedly easing the pace of some HBM4 production conversions and redirecting more attention toward commodity DRAM, as a...

    Wednesday 24 June 2026
    Cerebras bets on speed as a product, racing to add data center capacity through 2027
    Cerebras Systems used its first earnings call on June 26 to argue that speed is its core advantage and that the entire AI inference market is addressable. It also detailed an aggressive...
    Tuesday 23 June 2026
    Wonderful Hi-Tech targets LEO satellites and AI gear to lift margins and growth
    Wonderful Hi-Tech held an investor briefing stating that the first quarter of 2026 was likely the operating trough for the year as the company pivoted toward higher-margin products...
    Friday 12 June 2026
    Taiwan PMIC maker Global Mixed-mode to raise prices as chip shortages persist

    Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers...

    Friday 12 June 2026
    Everlight sees weak 1H26 profits, with Thailand expansion and cost cuts central to 2H26 recovery
    LED packaging maker Everlight Electronics said first-quarter 2026 earnings fell to NT$0.91 (US$0.03) per share from NT$1.32 a year earlier, reflecting a sharp increase in metal raw...
    Tuesday 9 June 2026
    ELAN sees drone and AI PC push reshaping revenue mix
    Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
    Tuesday 9 June 2026
    VinFast spins off manufacturing arm, deepens Nvidia tie-up in autonomy push
    During its first quarter 2026 earnings call, VinFast Auto Ltd. unveiled a series of significant corporate moves, including a transition in board leadership, a major restructuring of...
    Tuesday 9 June 2026
    VinFast targets top-tier status in India as electric two-wheelers near launch
    During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business...
    Friday 5 June 2026
    Commentary: Memory boom driven by DRAM now, but HBM will decide future
    AI demand is fueling a broad semiconductor upswing and pushing the memory industry into what many see as a long-awaited super-cycle. Samsung Electronics and SK Hynix have both reported...
    Thursday 4 June 2026
    TSMC shareholders clear record 2025 results, putting AI capacity roadmap in focus
    TSMC shareholders approved the company's 2025 business report and financial statements at its 2026 annual shareholders' meeting on June 4, giving investors a formal look at a year...
    Thursday 4 June 2026
    Laster posts April profit as it refocuses automotive orders and eyes Mexico plant
    LED automotive module maker Laster reported a return to profitability in April after restructuring its order mix to emphasize higher-value products. The company announced consolidated...
    Thursday 4 June 2026
    Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business
    At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...
    Tuesday 2 June 2026
    Twoway Group sees three years of growth from North America DOCSIS 4.0 upgrade cycle
    Twoway Group held its shareholders meeting on June 1, during which shareholders approved the company's 2025 financial statements and profit distribution plan.
    Monday 1 June 2026
    Taiwan AI boom lifts server ODM valuations and pushes suppliers to chase higher margins
    The AI boom is lifting valuations across Taiwan's system integration supply chain, while downstream vendors accelerate operations as the island's "electronic six giants" gain more...
    Sunday 31 May 2026
    Formosa Plastics outlines semiconductor push with NT$29.2 billion investment to add NT$30 billion annual output
    Formosa Plastics disclosed on May 28 that it would expand into semiconductor chemicals, green energy and healthcare, announcing plans to invest NT$292 billion (approx. US$9.2 billion)...
    1/47 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook