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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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    China’s AI talent demand spreads into chips, rare earths and new materials
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    ASIC server demand rises, boosting high-speed connectivity suppliers
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    Compal says US clients praised Taiwan’s robot component supply chain
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    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
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    NEWS TAGGED EARNINGS
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    UMT lifts first-half profit 70% as satellite demand stays strong
    Universal Microwave Technology (UMT) said June revenue reached NT$257 million (US$8.01 million), up 89% from a year earlier, while first-half 2026 revenue climbed to NT$1.922 billion,...
    Thursday 9 July 2026
    Innodisk revenue surges on AI memory demand and price hikes
    Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
    Wednesday 8 July 2026
    TSMC earnings call could signal how long the AI boom can keep lifting its outlook

    TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

    Wednesday 8 July 2026
    LG Electronics posts higher 2Q26 revenue and operating profit

    LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth...

    Tuesday 7 July 2026
    Samsung's Q2 operating profit rockets 1,810% YoY, overtakes NVIDIA as tech's most profitable company for the quarter
    Samsung Electronics' preliminary second-quarter results show operating profit of KRW89.4 trillion (about US$58.4 billion) — a record high that not only dwarfs the company's own...
    Saturday 4 July 2026
    Machvision's June revenue hits another record due to AI demand
    Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...
    Friday 3 July 2026
    Taiwan's Turvo confirms full management authority, reaffirms robotics expansion plans

    Following recent reports of significant management changes at Turvo International Co., Ltd, President Steven Tsai addressed investors...

    Wednesday 1 July 2026
    Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26
    Computer-aided engineering (CAE) solutions provider Taiwan Auto Design (TADC) held an earnings call on June 29, stating that, with collaborative product commerce (CPC) personnel now...
    Tuesday 30 June 2026
    Commentary: Behind Micron's bet for long memory demand cycles
    Micron's latest earnings call pointed to a broader AI shift that could reshape memory demand far beyond data centers, with investors taking note of the company's comments on robots,...
    Monday 29 June 2026
    Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

    Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

    Monday 29 June 2026
    Analysis: Memory shortage drives long-term uptrend as Apple hikes prices
    Micron Technology's latest outlook suggests memory shortages could affect device costs worldwide through 2027, with relief unlikely before 2028. For global consumers, that means smartphones,...
    Thursday 25 June 2026
    Ability Enterprises boosts investment in Agility as demand for robot and drone optical modules rises
    Ability Enterprises said it plans to increase its exposure to Agility Robotics after the robot maker disclosed plans for a Nasdaq listing via a SPAC. The move underscores rising demand...
    Thursday 25 June 2026
    Micron says AI memory shortage will outlast 2027, locks in US$100 billion customer deals
    Micron Technology expects the global memory market to remain supply-constrained beyond 2027, driven by surging artificial intelligence demand and structural limits on new manufacturing...
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    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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook