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    Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
    5min ago
    Memory price hikes push smartphone shipments down more sharply than notebooks
    7min ago
    Ta Tun Electric posts record first quarter revenue and profit on ultra-high-voltage projects
    11min ago
    Apple's AI-driven architecture shift could reshape Taiwan supplier roles and industry competition
    17min ago
    AUO to highlight Micro LED, AI and ultra-low-power displays at SID Display Week 2026
    19min ago
    Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply
    23min ago
    MediaTek raises outlook for ASIC business as supply chain heats up
    May 4, 17:59
    South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
    May 4, 17:58
    Tesla’s AI5 dual-source plan may not give Samsung equal weight
    May 4, 17:58
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    May 4, 17:57
    NEWS TAGGED EARNINGS
    Tuesday 5 May 2026
    Onsemi says China remains a strong market despite softer passenger vehicle volumes
    Onsemi told investors during its first-quarter 2026 earnings call, held on May 4, that China remains a key growth market for its automotive power products, even as China's passenger...
    Tuesday 5 May 2026
    Onsemi sees AI data center and Treo driving revenue and margin recovery
    During an earnings call on May 4, Onsemi portrayed its artificial intelligence data center business and new Treo platform as central to a recovery that began in the first quarter,...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    Commentary: Intel names TSMC as key partner; insider drives its comeback

    One year into his tenure, Intel CEO Lip-Bu Tan struck a markedly different tone on the company's outlook. At the first-quarter 2026 earnings...

    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
    Saturday 2 May 2026
    Qualcomm says Samsung chip share remains above 70% despite Exynos push
    Qualcomm said its relationship with Samsung Electronics remains stable and that its share of Samsung smartphone silicon has risen to more than 70%, even as Samsung expands the use...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
    Friday 1 May 2026
    Advantest beats on AI chip testing, cautious outlook dents shares

    Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

    Friday 1 May 2026
    Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
    Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
    Friday 1 May 2026
    Apple earnings call signals a supply-constrained handoff to the Ternus era

    Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

    Friday 1 May 2026
    Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

    Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

    Thursday 30 April 2026
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
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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