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Thursday 26 February 2026
Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
Wednesday 25 February 2026
Chart: Why Taiwan's OSAT sector just flipped the switch

The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

Wednesday 25 February 2026
TSMC's record profits signal AI boom far from over
Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
Wednesday 25 February 2026
Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
Wednesday 25 February 2026
MLCC prices to climb as AI demand hits full capacity
The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
Wednesday 25 February 2026
TI posts rare first-quarter growth driven by turn orders and data center momentum
Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
Wednesday 25 February 2026
Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
Wednesday 25 February 2026
AI drives automation demand, industrial market set for gradual recovery
Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...
Tuesday 24 February 2026
Huawei tops US$128bn in 2025 — but growth cools to 2%

Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

Tuesday 24 February 2026
Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

Tuesday 24 February 2026
Generative AI forces rethink of SaaS pricing and product design, Appier says
Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier...
Tuesday 24 February 2026
Infineon bets on humanoid robots, targets AI data center-level growth
In an interview with Germany's Handelsblatt, Infineon CEO Jochen Hanebeck said the emerging robotics market is expected to generate significant revenue growth and help support...
Tuesday 24 February 2026
Taiwan's CMAT to debut as AI chip testing boom lifts margins
Semiconductor test interface component manufacturer Certain Micro Application Technology (CMAT) announced during a media gathering that it will officially begin trading on the Taipei...
Tuesday 24 February 2026
Analysis: MediaTek’s long game in cloud silicon
MediaTek CEO Rick Tsai set the climate for the company's growth trajectory at the International Solid-State Circuits Conference (ISSCC) 2026, centering his keynote speech on cloud...