Record profits. Soaring margins. Relentless demand. TSMC's January 15, 2026, earnings call painted a picture of semiconductor dominance so complete it seems almost untouchable. Alm...
Taiwan's urban mobility market has undergone a significant transformation since 2025, driven by the rising adoption of digital platforms and evolving consumer travel habits. LINE GO,...
China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market...
With China and Japan launching successive anti-dumping probes and export controls on rare earths and key semiconductor materials, the risk of China's advanced-process supply chain...
Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
The White House has finally released details regarding chip tariffs. Despite previous concerns, tariff rates and products included are relatively limited. The tariff rate has been...
The US Department of Commerce has withdrawn a previously proposed plan to restrict imports of Chinese-made drones, a move that some observers view as a goodwill signal ahead of an...
At CES 2026, physical AI emerged as a central theme as real-world deployments gathered pace. Industry discussions shifted away from isolated performance metrics toward system-level...
The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
Despite AR devices and smart glasses moving towards more specialized and precise vertical applications, Chinese startup Llvision is moving in a different direction. CEO Fei Wu said...
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...
Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
The National Communications Commission (NCC) recently released its Communications Market Report, revealing that Taiwan's over-the-top (OTT) streaming service market has shown signs...
