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    SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
    3h 55min ago
    China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
    3h 55min ago
    With 97.5% reliance on Israel, Bromine supply chain risks emerge
    3h 55min ago
    Foxconn deepens EV vertical integration with CDMS model for streamlined production
    3h 55min ago
    Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
    3h 57min ago
    Cooling fan makers remain optimistic about 2026 operations
    3h 59min ago
    NEWS TAGGED EARNINGS
    Tuesday 14 April 2026
    Yaskawa Electric sees AI robot, chip demand boost profits

    Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

    Thursday 9 April 2026
    Samsung profit jumps on memory rally, chips drive over 90% of earnings
    Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
    Wednesday 8 April 2026
    Analysis: ASML earnings preview; SK Hynix and TeraFab already facing EUV capacity difficulties
    Compared to short-term geopolitical turbulence, the AI megatrend represents a once-in-a-generation business opportunity. In the past, TSMC often took the lead during earnings season...
    Tuesday 7 April 2026
    Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk
    Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns...
    Thursday 2 April 2026
    Ennoconn advances retail solutions with integrated hardware and services
    Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million)...
    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Wednesday 1 April 2026
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
    Tuesday 31 March 2026
    Samsung, SK Hynix reportedly set for record profits as long-term contracts expand
    Samsung Electronics and SK Hynix are expected to post record first-quarter profits as surging artificial intelligence demand drives memory prices higher, with suppliers pushing to...
    Monday 30 March 2026
    Advantech invests in Intelligent Cloud Plus to strengthen vertical energy software solutions
    Industrial PC maker Advantech announced on March 27 a strategic investment via a wholly owned subsidiary in energy solution provider Intelligent Cloud Plus (ICP). The goal: jointly...
    Friday 27 March 2026
    Nexchip revenue rises 17.7% to US$1.58bn, foundry capacity stays tight

    Nexchip reported 2025 revenue of CNY10.89 billion (approx. US$1.58 billion), up 17.69% year-over-year, with net profit rising 32.16% to...

    Friday 27 March 2026
    CMC targets over 18% sales surge in 2026 on EV push, Mitsubishi lineup and localization strategy
    Taiwan's China Motor Corporation (CMC) is positioning for a sales rebound in 2026 after navigating a difficult year marked by macroeconomic headwinds and policy uncertainty, banking...
    Wednesday 25 March 2026
    Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy
    Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...
    Wednesday 25 March 2026
    Team Group posts 50x profit surge in January; annual procurement impact seen in 2Q26
    Memory module maker Team Group reported a record-high monthly profit for January 2026, with earnings soaring over 50 times year-over-year. Although shipments declined in February due...
    Tuesday 24 March 2026
    DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
    Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
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    Research Report Database
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook