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    Analysis: How Oracle’s Cerebras deal is less about dethroning Nvidia than rewiring the AI cloud
    2h 50min ago
    Nvidia secures substrate capacity as FCBGA market targets US$27.3 billion by 2030
    2h 50min ago
    NearLink seeks to expand beyond Huawei ecosystem with chip vendor support
    2h 50min ago
    HBM4 supply cycle may shorten as HBM4E transition accelerates
    2h 50min ago
    US drone program raises edge AI threshold, creating supply-chain opportunities for Taiwan firms
    2h 51min ago
    Analysis: Why Marvell’s rumored Lumentum buy may be hard to pull off but harder to pass up
    2h 51min ago
    NEWS TAGGED NOVATEK
    Thursday 15 October 2026
    LX Semicon puts SiC patents up for sale as Novatek gains ground
    South Korea's LX Semicon is seeking buyers for more than 60 silicon carbide (SiC) power semiconductor patents, winding down a business it entered five years ago to reduce its reliance...
    Sunday 11 October 2026
    Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
    Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply...
    Monday 17 August 2026
    AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
    Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
    Wednesday 12 August 2026
    Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

    Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

    Friday 7 August 2026
    Samsung sounds out Novatek for Galaxy S28 Ultra DDI

    Samsung Electronics is considering opening its flagship Galaxy S display driver IC (DDI) supply chain to an outside supplier, a move...

    Wednesday 15 July 2026
    AI image sensor chip makers accelerate shift to algorithms, modules
    AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
    Wednesday 8 July 2026
    Novatek beats second-quarter revenue guidance on strong customer stockpiling
    Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Saturday 11 April 2026
    Novatek hits 1Q26 revenue target on SoC, edge AI growth
    Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
    Wednesday 11 February 2026
    Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
    Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
    Monday 19 January 2026
    Taiwan's DDI chipmakers fight for survival beyond displays

    Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

    Wednesday 10 December 2025
    Novatek turns to ASIC as weak device demand drags November revenue
    Novatek posted NT$7.618 billion (US$244 million) in November 2025 revenue, a drop of 3.3% month on month and 7.23% year over year. Revenue for the first eleven months of 2025 came...
    Friday 7 November 2025
    Novatek braces for revenue dip in 2025, bets on AI ASICs to drive recovery
    Novatek Microelectronics, Taiwan's top display driver IC (DDI) supplier, held its earnings call with CEO Steve Wang outlining the company's market outlook. He said the stronger New...
    Tuesday 9 September 2025
    DDI supply chain shakeup for Apple's iPhone puts LX Semicon at risk

    China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's...

    Friday 22 August 2025
    ITC ruling against BOE opens door for South Korea, Taiwan's Novatek under pressure
    The US International Trade Commission (ITC) has issued a preliminary ruling against China's BOE, banning its OLED panels from the US market for nearly 15 years. The decision opens...
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    BIZ FOCUS
    Oct 29, 08:00
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO
    Wednesday 28 October 2026
    SK hynix Announces 3Q26 Financial Results
    Wednesday 28 October 2026
    CES Asia Unveiled Expands to Hong Kong for CES 2027
    Wednesday 28 October 2026
    GMIF2026 Exhibition Recap: Innovation Across AI Memory and Storage Chain