中文網
  • 繁體
  • 简体
    •
    Trending
    CONNECT WITH US
    NEWS TAGGED EARNINGS
    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 15 January 2026
    Rising memory prices lift Taiwan supply chain earnings

    The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...

    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Friday 9 January 2026
    Largan braces for 1Q26 seasonal dip as capacity utilization loosens
    Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...
    Friday 9 January 2026
    Largan faces challenges as memory price impacts spread
    Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Wednesday 31 December 2025
    Ability Opto-Electronics eyes strong 2026, expands in Vietnam
    Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
    Friday 26 December 2025
    Semiconductor, defense drive ChenFull Precision's 2026 performance toward double-digit growth
    ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors is...
    Wednesday 24 December 2025
    Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
    South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
    Tuesday 23 December 2025
    Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
    Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
    Thursday 18 December 2025
    Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
    In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
    Thursday 11 December 2025
    Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
    Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter...
    Wednesday 10 December 2025
    Realtek posts first sub-US$288 million month of 2025, eyes recovery in early 2026

    Realtek Semiconductor reported November 2025 revenue of NT$8.882 billion (approx. US$284.5 million), down 1.9% from October but up 1.8%...

    Friday 5 December 2025
    Taiwan's GSEO sees double-digit growth on strength in advanced optics
    Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.269 billion (US$72.6 million) for November 2025, edging up 0.53% from October's NT$2.257 billion and rising 11.64%...
    8/38 pages
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook