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    Anthropic reportedly in talks with Fractile to buy inference chips amid AI compute crunch
    22min ago
    Meta acquires Assured Robot Intelligence to accelerate humanoid robotics push amid AI infrastructure shift
    25min ago
    AI's 1.6T shift turns InP into optical supply chain bottleneck
    34min ago
    Yageo's Pierre Chen says AI hardware boom is lifting passive component demand
    53min ago
    NEWS TAGGED MARKET
    Monday 4 May 2026
    Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
    Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
    Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
    Monday 4 May 2026
    China automakers adopt disposable-car subscriptions to accelerate tech turnover
    China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of...
    Monday 4 May 2026
    Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
    The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Sunday 3 May 2026
    Taiwan quartz makers target LEO satellite boom by 2027
    As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
    Saturday 2 May 2026
    MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel
    Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
    Friday 1 May 2026
    Advantest beats on AI chip testing, cautious outlook dents shares

    Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

    Friday 1 May 2026
    KLA 3Q26: AI chip demand drives process control, guidance fails to clear bar
    KLA Corporation's fiscal 3Q26 results underscore a familiar pattern in the current semiconductor cycle: strong execution tied to AI infrastructure demand, but investor expectations...
    Thursday 30 April 2026
    Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
    As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...
    Thursday 30 April 2026
    CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
    Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Corp., has long attracted attention for its drone business. Although the company is facing delays with Taiwan's...
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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