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    ODM/EMS March revenue surged driven by AI server demand
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    Glass substrate moves from R&D to mass production
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    JCET advances in advanced packaging with CPO samples shipped and large glass substrate validation
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    Huawei backs North Ocean Photonics to boost domestic optical chip autonomy
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    China's auto market faces fierce competition amid cooling demand
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    Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
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    NEWS TAGGED 2025
    Monday 13 April 2026
    Global chip equipment sales reach record US$135 billion as AI drives investment surge

    Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

    Monday 13 April 2026
    RFID maker Arizon expands market share despite 20% global market decline in 2025
    Arizon RFID Technology saw its performance in 2025 impacted by a 20% contraction in the global RFID market last year, with the company posting full-year revenue of NT$3.953 billion...
    Monday 13 April 2026
    China chipmaker Hygon expands CPU-GPU strategy for AI compute

    China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform...

    Monday 13 April 2026
    AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
    Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...
    Monday 13 April 2026
    BYD expands driver tech, but software gaps come into focus

    The choice of sensing architecture and the efficiency of data iteration have emerged as decisive factors in the competitiveness of advanced...

    Monday 13 April 2026
    Delta Electronics hits record revenue on AI server, liquid cooling surge
    Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
    Friday 10 April 2026
    Cmsemicon seeks suppliers to expand MCU production as supply tightness remains primary limitation
    Shenzhen China Micro Semicon (Cmsemicon) chairman and general manager Yang Yong announced that the microcontroller unit (MCU) market is gradually recovering and that prices are gradually...
    Friday 10 April 2026
    MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
    Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
    Friday 10 April 2026
    China's export controls spark 140x yttrium price surge, fueling chip equipment fears
    Yttrium, a critical rare earth element used in semiconductor manufacturing equipment, has seen its global supply tighten sharply due to China's export restrictions, driving prices...
    Friday 10 April 2026
    TSMC smashes records with massive 45% revenue surge in March

    Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

    Friday 10 April 2026
    Taiwan chip firms quietly build robot sector, eye US decoupling opportunities
    The robotics market has been gaining attention since 2025, prompting active supply chain development. Within the chip industry, Taiwanese IC design firms generally believe that current...
    Friday 10 April 2026
    Why South Korean panel makers see rising profits despite chip price inflation
    Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues...
    Friday 10 April 2026
    Meta deepens CoreWeave partnership as AI infrastructure spending accelerates amidst rising capital demands
    CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
    Friday 10 April 2026
    Flytech sees 11% revenue rise in 1Q26, led by Asia-Pacific new models
    Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...
    Thursday 9 April 2026
    Hinge maker Jarllytec expands into optical communications, targets AI server demand
    Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook