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    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook
    1min ago
    Analysis: Samsung's union fight exposes a fault line in semiconductor investment
    4min ago
    Chinese semiconductor suppliers expand Southeast Asia presence at SEMICON SEA 2026
    May 7, 18:35
    Taiwan firms’ US investment plans outpace expectations as government sets up US$50 billion financing
    May 7, 18:34
    Samsung bonus system sparks strike risk as rivals use different models
    May 7, 18:34
    NEWS TAGGED EARNINGS
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
    Thursday 30 April 2026
    Cambricon earnings surge on AI compute demand
    China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

    Wednesday 29 April 2026
    BYD reports steep drop in profit despite global expansion

    BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

    Wednesday 29 April 2026
    Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
    Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
    Tuesday 28 April 2026
    Empyrean draws retail inflows while profit falls, testing China EDA valuations
    China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Monday 27 April 2026
    DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
    As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
    Monday 27 April 2026
    Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
    At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
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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