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    Nasdaq-listed AI chipmaker Blaize bets on India for sovereign edge inference growth
    1min ago
    NEWS TAGGED REVENUE
    Tuesday 3 March 2026
    Getac eyes defense digitalization amid Middle East conflict escalation
    The intensifying conflicts in the Middle East are fueling demand for defense digitalization. Getac Holdings chairman James Hwang noted that as countries worldwide increase their defense...
    Tuesday 3 March 2026
    Apple plays defense: can the iPhone 17e and M4 iPad Air unlock reluctant buyers?
    Apple's latest product updates signal a strategic focus on defending midrange segments and encouraging upgrades from older devices, rather than delivering immediate revenue growth...
    Tuesday 3 March 2026
    Fulltech plans THB3.1 billion Thailand plant to support CCL southward shift
    Taiwan-based Fulltech Fiber Glass (FFG) said it approved a capex plan via its Thailand subsidiary to build a new plant with about THB3.1 billion (approx. US$99 million) in investment,...
    Monday 2 March 2026
    AMD deal with Meta puts CPU firm as leading alternative to Nvidia in AI compute
    AMD secured a five-year agreement with Meta Platforms Inc. to supply up to 6GW of AI chips, a deal Meta said could be worth more than US$100 billion, and which industry observers say...
    Monday 2 March 2026
    DDI maker FocalTech takes US$41 million impairment hit, doubles down on OLED touch and automotive ICs

    FocalTech Systems, a display driver IC (DDI) supplier, held an earnings conference on February 26. Chairman Genda Hu said 2025 operations...

    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Monday 2 March 2026
    Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
    Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
    Monday 2 March 2026
    Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
    Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...
    Monday 2 March 2026
    Daxin Materials eyes 30% revenue growth in key raw materials by 2026
    Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026,...
    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
    Sunday 1 March 2026
    Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
    Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
    Sunday 1 March 2026
    BizLink advances modular integration to boost data center interconnect growth
    Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...
    Sunday 1 March 2026
    BenQ Materials to regain momentum as medical business anticipates double-digit growth
    Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...
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    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