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    Advanced packaging emerges as new battleground in AI chip race between Taiwan and US
    8h 29min ago
    Samsung's consumer electronics face profit challenges amid cost pressures and competition
    8h 29min ago
    AD Technology targets KRW 1 trillion revenue with 2nm CPU platform by 2029-2030
    8h 29min ago
    South Korean panel profits expected to rise despite chipflation
    8h 29min ago
    AI demand drives MLCC shortages with extended lead times among major manufacturers
    8h 29min ago
    South Korea's Hyundai targets Georgia Tech talent as Taiwan lags in humanoid robot sector
    8h 30min ago
    NEWS TAGGED EARNINGS
    Thursday 12 February 2026
    Winsemi revenue falls 5% in 2025, speeds pivot to AI optical and LEO satellite markets

    Win Semiconductors (Winsemi), a GaAs wafer foundry, held its earnings conference on February 11. Its fourth-quarter 2025 consolidated revenue...

    Wednesday 11 February 2026
    Taiwan display supply chain earnings kick off, new businesses move to center stage
    Taiwan's display supply chain earnings season is starting, led by AUO and Coretronic, followed by BenQ Materials, Radiant Opto-Electronics, and Daxin Materials. Intensifying competition...
    Tuesday 10 February 2026
    Onsemi 4Q25 revenue drops 11% as power, analog weakness persists

    Onsemi's revenue declined in the fourth quarter as its two largest business units continued to post year-over-year sales declines, highlighting...

    Tuesday 10 February 2026
    Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
    Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
    Monday 9 February 2026
    PixArt diversifies product mix to offset memory impact, eyes growth in gaming mice and sensors
    IC design house PixArt held its earnings call on February 6, reporting that its fourth-quarter 2025 performance largely met expectations, with modest revenue growth. Gross margin,...
    Monday 9 February 2026
    EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
    Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
    Sunday 8 February 2026
    Google named Apple's preferred cloud provider as AI partnership details remain unclear
    Alphabet executives have confirmed that Google is Apple Inc.'s "preferred cloud provider," renewing market speculation over the scope of their collaboration in artificial intelligence,...
    Saturday 7 February 2026
    Lead frame supplier CWTC reaches 40-month revenue high in January

    Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
    Friday 6 February 2026
    Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
    Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
    Friday 6 February 2026
    Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
    Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
    Friday 6 February 2026
    China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
    China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
    Thursday 5 February 2026
    Arm pushes compute subsystems as chip design complexity grows
    Arm Holdings executives highlighted a growing focus on integrated compute subsystems during the company's latest earnings call, as rising chip design complexity reshapes customer requirements...
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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