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    US imports from Taiwan surpass China amid AI-driven supply chain shift
    5h 27min ago
    Nvidia CEO hinted at 3D IC chip stacking memory atop GPU for GTC
    5h 27min ago
    Japanese automakers shift to NACS charging standard, pressuring CHAdeMO's future
    5h 27min ago
    Chinese automakers capture Europe's electrification gap with PHEV sales and carbon credit gains
    5h 27min ago
    Japan's PC shipments plunged in January amid consumer memory price concerns
    5h 27min ago
    NEWS TAGGED SUPPLIER
    Wednesday 25 February 2026
    IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

    Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

    Wednesday 18 February 2026
    Meta locks in millions of Nvidia GPUs and CPUs in multiyear AI infrastructure pact
    Nvidia and Meta have signed an expanded multiyear agreement under which Meta will deploy millions of Nvidia AI chips across its global data centers, securing long-term GPU, CPU and...
    Wednesday 18 February 2026
    AI server MLCC orders double capacity; Murata considers price increase

    Japan's Murata Manufacturing Co., the world's largest supplier of multilayer ceramic capacitors (MLCCs), is weighing price increases for...

    Wednesday 18 February 2026
    AI factory boom in Taiwan fuels construction and land plays
    As the "Nvidia effect" continues to gain momentum, companies such as Taiwan-based construction materials supplier Goldsun Building Materials are benefiting from the ongoing expansion...
    Wednesday 11 February 2026
    GPTC management shakeup raises concerns over TSMC, ASE, Micron orders
    Grand Process Technology Corporation (GPTC), a key wet process equipment supplier in the supply chains of TSMC, ASE, and Micron, posted record consolidated revenue of NT$6.514 billion...
    Wednesday 11 February 2026
    TSMC supplier AblePrint sees January 2026 revenue jump 142% on AI chips packaging boom
    Taiwan-based AblePrint Technology, a key supplier of advanced packaging defoaming equipment for major clients including TSMC, reported record-breaking performance despite earlier regulatory...
    Tuesday 10 February 2026
    SK Hynix set to ship HBM4 for Nvidia's Vera Rubin this month

    SK Hynix is expected to begin shipments this month of its sixth-generation high-bandwidth memory, HBM4, a high-performance, low-power...

    Tuesday 10 February 2026
    Intel and AMD solidify AI PC positions as Qualcomm faces enterprise adoption barriers
    AI PCs in Europe are undergoing a rapid reshuffle, with Intel and AMD strengthening their positions while Qualcomm struggles to translate early momentum into sustained enterprise a...
    Monday 9 February 2026
    Wistron navigates supply chain challenges while targeting broad growth

    Taiwanese ODM Wistron is projecting robust growth in 2026, with confidence extending beyond revenue to profitability. Jeff Lin, Wistron's...

    Sunday 8 February 2026
    Silicon Motion posts strong Q4 results, forecasts continued growth in 2026

    Silicon Motion Technology, a leading global supplier of NAND flash controllers, reported robust financial results for the fourth quarter...

    Friday 6 February 2026
    Google doubles AI capex, turning TPU ASIC orders into high-stakes supplier race
    Google's latest earnings showed not only solid operating momentum but also an unprecedented surge in capital spending, with capex set to more than double from US$91.45 billion in 2025...
    Friday 6 February 2026
    Taiwan LED equipment maker FitTech wins arbitration, recovers NT$1.49b from China's Sanan
    The arbitration ruling has been issued in an equipment contract dispute between Taiwan-based LED equipment supplier FitTech and China's leading LED manufacturer Sanan Optoelectronics...
    Thursday 5 February 2026
    Repon eyes strong 2026 growth on rising server demand
    Server slide rail maker Repon posted a record revenue of NT$303 million (US$9.6 million) for January 2026, up 143% year-over-year and 24% month-over-month, driven by robust orders...
    Wednesday 4 February 2026
    Samsung Electro-Mechanics poised to enter Nvidia NVSwitch substrate supply chain

    Samsung Electro-Mechanics (Semco) has secured its first supply role with Nvidia, the world's leading GPU manufacturer, to provide high-end...

    Tuesday 3 February 2026
    SK Hynix achieves major breakthrough in HBM4 quality tests, eyes stable supply for Nvidia Rubin
    SK Hynix has reportedly made significant progress in the quality testing of Nvidia's sixth-generation high-bandwidth memory (HBM4) products, boosting the likelihood that it will become...
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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
    iMetricjVeeam Q1 E2E Cyber V ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook