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    The HBM paradox: why Taipei and Seoul can't afford a diplomatic cold war
    2min ago
    Groq anchors Nvidia's inference strategy; CPU redefines architecture for AI agents
    5min ago
    Tencent to double AI spending on 13% revenue growth as chip curbs reshape capex
    5min ago
    AMD, Samsung deepen AI chip ties with HBM4 supply and foundry talks
    12min ago
    Strong quarter for Jabil fueled by smart infrastructure and automotive demand
    27min ago
    Column: OpenClaw pulls AI from cloud to the edge
    29min ago
    As Chinese automakers push overseas, Western suppliers reclaim upper hand
    37min ago
    Gallium prices hike and tight helium supply raises stake for semiconductor industry
    Mar 18, 18:59
    US govt confirms LG Energy Solution's US$4 billion battery deal with Tesla
    Mar 18, 18:59
    Analysis: GTC 2026 highlights widening AI compute gap between China and US
    Mar 18, 18:59
    NEWS TAGGED REVENUE
    Thursday 19 March 2026
    Micron forecasts record revenue as memory supply tightens

    Micron Technology projected record third-quarter revenue after posting a sharp rise in fiscal second-quarter results, as artificial intelligence...

    Thursday 19 March 2026
    Micron delivers record-breaking 2Q26 financial results driven by AI demand
    Micron Technology has reported blockbuster financial results for its second quarter of fiscal 2026, ending February 26, 2026, setting new company records for revenue, gross margin,...
    Thursday 19 March 2026
    Acer ITS makes 'healing economy' micro-payment push to expand beyond smart transport
    Acer ITS is making inroads into the so-called "healing economy" market through micro-payment solutions, according to company president Ming-feng Yu. These cover new opportunities in...
    Wednesday 18 March 2026
    OpenAI teams with AWS to target US govt AI contracts
    OpenAI has signed an agreement with Amazon Web Services (AWS) to provide its artificial intelligence tools to US government agencies for both classified and unclassified work, according...
    Wednesday 18 March 2026
    Nvidia secures approvals and orders for H200 in China, restarts supply chain production

    During the GTC 2026 conference, Nvidia CEO Jensen Huang told global media that the company has made new progress in the China market.

    Wednesday 18 March 2026
    Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources
    Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports...
    Wednesday 18 March 2026
    Panel makers optimistic about 1Q26 despite February revenue declines
    As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
    Wednesday 18 March 2026
    AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
    Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
    Wednesday 18 March 2026
    Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
    Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Tuesday 17 March 2026
    MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
    Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Tuesday 17 March 2026
    Apple acquires MotionVFX to strengthen creator tools and subscription strategy
    CNBC reports that Apple has acquired video editing tools developer MotionVFX, a move aimed at strengthening its professional creative software ecosystem and expanding subscription-based...
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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