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    Samsung Galaxy S26 supply faces challenges amid US-Iran conflict disrupting logistics
    8h 42min ago
    Transsion faces challenges amid memory price hikes and Middle East conflict
    8h 42min ago
    Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple’s MacBook Neo
    8h 42min ago
    China's chip leaders call for nationwide effort to build a domestic ASML within five years
    8h 44min ago
    UK space supply chain faces talent, parts, and funding bottlenecks
    8h 44min ago
    China's top humanoid robot makers showcased innovations at South Korea AW 2026
    8h 44min ago
    NEWS TAGGED EARNINGS
    Thursday 5 March 2026
    Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios
    Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
    Wednesday 4 March 2026
    Mitac expands US server capacity, eyes growth in 2026
    Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...
    Tuesday 3 March 2026
    Samsung, SK Hynix expand hiring as HBM, DRAM demand enters supercycle

    With the semiconductor industry entering a supercycle and reporting record earnings, Samsung Electronics and SK Hynix are preparing to launch...

    Monday 2 March 2026
    DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

    FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
    Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
    Saturday 28 February 2026
    Quanta posts record 2025 profit, eyes AI-led growth in 2026

    Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

    Thursday 26 February 2026
    WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
    Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
    Thursday 26 February 2026
    Macronix January profit surges 195%; OSE, Walton earnings rise
    Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
    Thursday 26 February 2026
    King Slide says GenAI-driven density surge will raise slide rail demand and reshape supply footprints
    King Slide, a manufacturer of server slide rails, told investors on its fourth-quarter 2025 earnings call on February 25 that generative AI-driven upgrades to data center architectures...
    Thursday 26 February 2026
    Nvidia says space data centers are feasible but uneconomic for now
    At the latest earnings call on February 25, Nvidia chief executive Jensen Huang said deploying data centers in space is technically feasible but currently uneconomic. However, he expects...
    Thursday 26 February 2026
    Nvidia ships first Vera Rubin samples, positions Vera CPU as core to next-generation AI architecture
    At the earnings call on February 25, Nvidia detailed its next-generation Rubin platform and Vera CPU roadmap as Blackwell systems continue to ramp, with management signaling sustained...
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    Best 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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook