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    Memory supply bottlenecks to drive PC price hikes and spec reductions through 2027
    2h 43min ago
    China aims to reduce reliance on Japanese photoresists
    2h 43min ago
    Memory price surge drives smartphone panel prices down in 1Q26
    2h 43min ago
    Samsung and SK Hynix to double operating profits by 2026 as memory capacity expand
    2h 43min ago
    Grid capacity will be key to AI and industrial competition
    2h 43min ago
    TSMC shifts to dual leadership with Apple and AI clients maintaining pricing power
    2h 43min ago
    NEWS TAGGED REVENUE
    Monday 20 October 2025
    Dixon sees strong growth across mobile, telecom, and IT hardware segments
    Dixon Technologies reported strong growth across its mobile, telecom, and IT hardware divisions in the second quarter of fiscal 2026, driven by new joint ventures, expanding production...
    Monday 20 October 2025
    Dixon reports strong revenue and profit growth in 2QFY26
    On October 17, 2025, Dixon Technologies posted robust results for the second quarter of fiscal year 2026 (April 2025 to March 2026), with revenue rising 28.8% year-on-year to INR148.55...
    Monday 20 October 2025
    Exclusive: TSMC tightens China orders after US sanctions; Huawei proxy Sophgo cut off, Bitmain halved

    Fueled by strong orders from Apple and Nvidia, TSMC posted record third-quarter results and raised its full-year US dollar revenue growth...

    Friday 17 October 2025
    Garmin expands Taiwan investment amid record 2Q25 revenue
    Garmin's second quarter 2025 financial report hit a new record, with total revenue reaching US$1.815 billion, up 20% from the same period in 2024. Operating profit grew 38% year-over-year...
    Friday 17 October 2025
    Micron's alleged China exit signals accelerating G2 chip decoupling
    Micron reportedly plans to stop supplying server chips to data centers in China, according to a Reuters report citing sources familiar with the decision. The move comes two...
    Friday 17 October 2025
    AI, HPC, memory, and new devices drive Taiwan PCB makers to peak season growth
    As the generative AI (GenAI) boom becomes a central focus in tech development, high-performance computing (HPC) opportunities continue to expand, recently causing supply-demand gaps...
    Friday 17 October 2025
    Airoha leverages MediaTek Wi-Fi chips to diversify into global telecom market
    Airoha Technology has continued to secure new collaboration opportunities in the international telecom market in 2025, with some of its previously developed markets now entering mass...
    Friday 17 October 2025
    Taiwan PCB makers seize semiconductor opportunity amid load board shortage
    As the AI boom drives demand for advanced packaging, chip testing at the backend is facing challenges in temperature, frequency, and speed. In response, the testing interface industry...
    Friday 17 October 2025
    Innodisk teams with Intel and Qualcomm to boost AI revenue by 30% in 2026
    Innodisk has unveiled a new edge AI strategy and brand positioning, targeting two high-potential markets and three core value propositions. Chairman Chuan-Sheng Chien highlighted that...
    Friday 17 October 2025
    Audix sales driven by AI, EV, and medical growth in 3Q25
    Electronic components distributor Audix has demonstrated operational resilience with steady revenue growth in the third quarter of 2025, when gross margin surged past 30% to reach...
    Friday 17 October 2025
    AI expansion pushes HBM market towards $100 billion by 2028
    As the AI ecosystem continues to expand, South Korean securities analysts predict the semiconductor industry's upward cycle will extend at least until after 2028. Samsung Electronics...
    Thursday 16 October 2025
    TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
    TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
    Thursday 16 October 2025
    TSMC tells clients to order early as downstream demand signals remain strong

    As demand for artificial intelligence (AI) continues to surge through 2025 and non-AI end markets show mild recovery, TSMC chairman C.C...

    Thursday 16 October 2025
    Taiwan's top three telecom operators report record September revenues with surge in iPhone 17 sales
    Taiwan's leading telecom operators posted strong operational performances in September 2025, driven by the sales surge from the new iPhone 17 launch, ongoing 5G user upgrades, and...
    Thursday 16 October 2025
    TSMC 3Q25 earnings hit a record high with gross margin near 60%
    Fueled by surging artificial intelligence (AI) demand and a wave of new smartphone launches, TSMC operated its 5nm and 3nm chip production lines at full capacity during the third quarter...
    43/145 pages
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    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook