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    Analysis: Samsung labor standoff underscores diverging Taiwan-Korea semiconductor workforce models
    5min ago
    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    May 13, 20:11
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    May 13, 20:11
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    May 13, 20:11
    China’s fiber optic industry evolved from catch-up to supply chain scale
    May 13, 20:11
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    May 13, 20:11
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    May 13, 20:11
    NEWS TAGGED EARNINGS
    Friday 8 May 2026
    AI infrastructure spending just doubled an IC distributor's revenue in one year
    WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Friday 8 May 2026
    Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
    Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
    Friday 8 May 2026
    Aopen posts highest first-quarter profit in 20 years as edge computing sales strengthen
    Aopen, an Acer subsidiary, reported its strongest first-quarter operating profit, net profit after tax, and earnings per share for the period in 20 years, citing tighter operational...
    Thursday 7 May 2026
    Innodisk tops 2025 full-year revenue in first four months of 2026
    Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...
    Thursday 7 May 2026
    MetaAge posts 27% revenue increase as AI demand boosts server shipments
    MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Wednesday 6 May 2026
    AI networking surge pushes Lumentum to record growth

    The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

    Wednesday 6 May 2026
    AMD earnings call: AI is turning CPUs back into the main event

    AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

    Wednesday 6 May 2026
    GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
    Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
    Wednesday 6 May 2026
    GlobalFoundries sees optical and SiGe momentum drive strategic leap into high-value chip markets
    GlobalFoundries used its first-quarter 2026 earnings call to spotlight advances in silicon photonics (SiPh), co-packaged optics (CPO), and silicon-germanium (SiGe) development while...
    Wednesday 6 May 2026
    Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
    Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
    Wednesday 6 May 2026
    Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
    Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
    Wednesday 6 May 2026
    Lumentum sees explosive expansion as AI demand fuels record results
    Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
    Tuesday 5 May 2026
    Analysis: Big Tech's AI tab tops US$700 billion with Google Cloud pulling ahead — but investors are picking sides
    The AI spending arms race just got more expensive — and more consequential.
    2/44 pages
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook