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    Transcend sees 4x revenue surge in January 2026 as memory prices rise
    6min ago
    Samsung foundry said to plan 10% price hike for 4nm, 8nm nodes
    11min ago
    TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
    13min ago
    Apple integrates AI agents into Xcode to boost coding productivity
    21min ago
    NEWS TAGGED 2026
    Friday 6 February 2026
    Samsung vows 130% growth in 2nm orders, eyes major customers besides Tesla
    The global competition for advanced wafer foundry processes is intensifying, with Samsung Electronics recently announcing that its 2nm process will focus on artificial intelligence...
    Friday 6 February 2026
    APE 2026 Singapore: Opto Precision highlights smart glass modules with Taiwan supply chain
    The smart glasses market drew attention at the third Asia Photonics Expo (APE 2026), where Singapore-based Opto Precision showcased smart glasses module solutions that integrate artificial...
    Friday 6 February 2026
    PC makers reportedly eye China DRAM for the first time as global memory supply tightens
    Global DRAM supply remains tight, pushing major PC makers, including HP, Dell, Acer, and Asus, to consider sourcing memory chips for the first time from Chinese suppliers such as ChangXin...
    Friday 6 February 2026
    Intel, AMD warn of extended server CPU delays in China
    Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...
    Friday 6 February 2026
    ASE expects advanced packaging and testing revenue to double in 2026
    OSAT leader ASE Technology Holding is optimistic that its growth momentum will extend through 2026 and beyond, benefiting from the short supply of advanced packaging and testing capacity...
    Friday 6 February 2026
    Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
    Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
    Friday 6 February 2026
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    Qualcomm and MediaTek struck a similar cautionary tone on the smartphone market outlook during their latest earnings calls, pointing to mounting pressure from memory shortages and...
    Friday 6 February 2026
    Largan posts 11% yearly revenue gain despite seasonal slowdown

    Largan Precision, Taiwan's leading manufacturer of optical lenses, reported January 2026 revenue of NT$5.499 billion (approx. US$173.4...

    Friday 6 February 2026
    Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target
    Taiwan's drone industry has rapidly grown from scratch to exporting to European countries like Poland and the Czech Republic, generating over NT$3 billion (US$95 million) in output...
    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
    Wistron posts strongest January on AI server growth
    Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
    Friday 6 February 2026
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    Friday 6 February 2026
    Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
    Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
    Friday 6 February 2026
    Ventec sees surge in aerospace orders, posts strongest revenue in two years

    Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated revenue for January 2026 surpassed NT$400...

    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch

    Entering 2026, the electronics supply chain is defined by strong demand, shifting trade policies, and ongoing geopolitical uncertainty. Customers increasingly seek supply...

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    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook