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    Analysis: BYD bets on vertical integration rather than raw chip power with new smart driving SoC
    6h 22min ago
    China’s underwhelming holiday season shows memory hikes still weigh on consumer demand
    6h 22min ago
    Taiwan PCB output could top NT$1 trillion in 2026 but risk remain
    6h 22min ago
    Interview: Taiwan's INFINITIX expands in South Korea to tap sovereign AI demand
    6h 23min ago
    Agentic AI drives a global compute shortage across the full supply chain
    6h 23min ago
    NEWS TAGGED EARNINGS
    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)...
    Friday 29 May 2026
    Foxconn chairman sets new profit target as 2025 earnings hit record high
    Foxconn said its latest results highlight how technology manufacturing groups are reshaping supply chains for global customers. The company reported record earnings in 2025, raised...
    Friday 29 May 2026
    Dell posts record results and lifts full-year outlook on AI demand
    Dell reported a record first quarter for fiscal 2027, with revenue rising 88% to US$43.8 billion and diluted earnings per share climbing 214% to US$4.86. The company said demand was...
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Thursday 28 May 2026
    Asia Optical bets on robot lenses and AR/VR push for 2026 growth

    Asia Optical reported 2025 consolidated revenue of about NT$26.44 billion and net profit attributable to the parent of NT$1.843 billion,...

    Wednesday 27 May 2026
    From boom-bust to structural growth? Memory's US$1 trillion moment puts AI thesis to the test
    First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation...
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Monday 25 May 2026
    Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
    Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...
    Monday 25 May 2026
    AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
    At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year...
    Monday 25 May 2026
    Syntec Technology profit hits record as AI drives factory automation demand

    Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
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    AsiaCPO
    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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook