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    China carmakers explore subscription and modular models as answer to car graveyards
    3h 17min ago
    Qualcomm shifts toward data center chips as AI demand squeezes memory supply
    3h 18min ago
    Samsung DRAM profit lead exposes a new HBM battleground
    3h 18min ago
    Chinese one-time car model draws in Taiwanese electronics and chip suppliers
    3h 18min ago
    Samsung 4nm yield reportedly tops 80% as foundry and memory recovery gains steam
    3h 18min ago
    Win Semiconductors says GaAs and InP supply remains sufficient
    3h 19min ago
    NEWS TAGGED 2026
    Thursday 30 April 2026
    Hengs Technology secures NT$7.6B in orders, expands solar EPC into energy storage and EV charging
    As Taiwan's energy transition enters a critical phase, the stability of power supply and the quality of renewable energy infrastructure have become key industry concerns. While numerous...
    Thursday 30 April 2026
    Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
    Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...
    Thursday 30 April 2026
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
    Thursday 30 April 2026
    CIRC pursues dual-track drone strategy targeting domestic tenders and overseas markets
    Coretronic Intelligent Robotics Corp. (CIRC), a subsidiary of Coretronic Corp., has long attracted attention for its drone business. Although the company is facing delays with Taiwan's...
    Thursday 30 April 2026
    MetaX GPU revenue jumps 75%, losses narrow on AI demand
    China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Memory crunch squeezes smartphone SoC market as Samsung gains share

    Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

    Thursday 30 April 2026
    Alphabet's AI surge, by the numbers: Cloud, search and subscriptions rewire growth

    Alphabet's first-quarter 2026 results point to a company increasingly defined by AI-driven momentum across search, cloud, and subscriptions—with...

    Thursday 30 April 2026
    Quanta eyes strong 2026 server demand as general-purpose orders surge
    Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
    Thursday 30 April 2026
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    China Electric manufacturing bets on AI to revive growth
    More than 70 years after its founding, China Electric Manufacturing Corporation has built a steady market position under its "TOA" lighting brand. Now, the company is turning to artificial...
    Thursday 30 April 2026
    AU Optronics posts slight first-quarter loss and warns of softer consumer electronics orders
    AU Optronics reported first-quarter 2026 consolidated revenue of NT$69.03 billion (US$2.19 billion) and a net loss attributable to parent shareholders of NT$1.14 billion, the firm...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Wingtech losses widen on Nexperia dispute, triggering delisting risk
    China's Wingtech Technology is entering a critical phase marked by a sharp deterioration in financial performance, regulatory scrutiny, and operational disruption tied to its contested...
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    TechForum0520
    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