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    SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
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    China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
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    With 97.5% reliance on Israel, Bromine supply chain risks emerge
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    Foxconn deepens EV vertical integration with CDMS model for streamlined production
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    Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
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    Cooling fan makers remain optimistic about 2026 operations
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    NEWS TAGGED 2026
    Tuesday 14 April 2026
    Samsung begins P4 equipment orders as 1c DRAM investment enters execution

    Samsung Electronics has begun procuring semiconductor equipment for its P4 facility in Pyeongtaek, marking the transition of its planned...

    Tuesday 14 April 2026
    AI infrastructure boom triggers NAND shortage, memory profits seen rising 2–3x, Silicon Motion says
    Silicon Motion's president, Wallace Kou, said the memory industry is undergoing an irreversible structural shift driven by AI infrastructure growth. Since August 2025, NAND flash prices...
    Tuesday 14 April 2026
    Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
    Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
    Tuesday 14 April 2026
    Winmate shifts to AI platform with defense and edge computing as dual engines
    Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
    Tuesday 14 April 2026
    March 2026 revenue for ODM/EMS surged on back of AI server demand
    Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
    Tuesday 14 April 2026
    Asus exceeds expectations with 2x server revenue and growing notebook shipments
    Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
    Tuesday 14 April 2026
    Passive component demand splits in 2026; AI and autos hold firm

    The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

    Tuesday 14 April 2026
    Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
    Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
    Tuesday 14 April 2026
    King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
    Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...
    Tuesday 14 April 2026
    Phison eyes US$1.4B fundraising to tackle severe NAND shortage in 4Q26
    Phison Electronics founder and CEO Pua Khein-Seng warned that the current NAND Flash shortage will worsen significantly in the second half of 2026, with an acute supply crunch expected...
    Tuesday 14 April 2026
    Samsung boosts Galaxy S26 production by 600,000 units in April
    Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy...
    Monday 13 April 2026
    Pegatron reports modest recovery as shipments pick up
    Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a...
    Monday 13 April 2026
    Energy shock from Middle East unrest fuels petrochemical rally in Taiwan

    Rising geopolitical tensions between the US and Iran in late February 2026 drove a sharp rally in global crude oil and petrochemical feedstock...

    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
    Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge
    Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production...
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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