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    SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
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    China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
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    With 97.5% reliance on Israel, Bromine supply chain risks emerge
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    Foxconn deepens EV vertical integration with CDMS model for streamlined production
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    Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
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    NEWS TAGGED GROWTH
    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    JCET CEO sees robotics extending automotive semiconductor growth

    China's leading OSAT provider JCET has sustained steady growth in automotive electronics, driven by the rapid expansion of new energy...

    Tuesday 14 April 2026
    Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
    Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...
    Tuesday 14 April 2026
    Winmate shifts to AI platform with defense and edge computing as dual engines
    Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
    Tuesday 14 April 2026
    Silicon Motion breaks ground on Taipei HQ, targets 2030 opening to anchor dual-site operations
    Silicon Motion Technology held a groundbreaking ceremony on April 13 for its new corporate headquarters in Taipei, marking a key step toward expanding its operational footprint. The...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Tuesday 14 April 2026
    TCL reportedly explores stake sale in India TV unit
    TCL Electronics Holdings Ltd. is considering selling a stake in its Indian television manufacturing unit to local investors as part of efforts to expand its business in the country,...
    Tuesday 14 April 2026
    Asus exceeds expectations with 2x server revenue and growing notebook shipments
    Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
    Tuesday 14 April 2026
    Samsung Foundry advances space semiconductor chip and technology development
    As global companies unveil plans for space AI data centers, South Korean firms are prioritizing space-related technology as a new growth driver. Samsung Electronics' foundry division...
    Tuesday 14 April 2026
    King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
    Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...
    Tuesday 14 April 2026
    Yaskawa Electric sees AI robot, chip demand boost profits

    Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

    Monday 13 April 2026
    Global chip equipment sales reach record US$135 billion as AI drives investment surge

    Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

    Monday 13 April 2026
    Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge
    Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production...
    Monday 13 April 2026
    Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
    The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...
    Monday 13 April 2026
    MediaTek revenue hits record on AI chip demand, TPU orders key
    Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.
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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