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    NEWS TAGGED 2026
    Saturday 9 May 2026
    Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
    Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
    Saturday 9 May 2026
    EU’s new cyber rules are forcing a shift from AI hype to human-led defense
    At CYBERSEC 2026 in Taiwan, cybersecurity vendors are moving beyond single-product performance and focusing instead on operational resilience — helping enterprises maintain business...
    Saturday 9 May 2026
    Power chip shortages deepen as AI server demand and GaN battles escalate

    Global power semiconductor suppliers are entering a new upcycle marked by tightening supply, rising prices, and intensifying technology...

    Saturday 9 May 2026
    Adata sees DRAM, NAND prices rise 40% in 2Q26
    Adata said DRAM and NAND flash contract prices will each climb more than 40% in the second quarter of 2026, as supply is kept tight by cloud server giants that have already locked...
    Saturday 9 May 2026
    Global semiconductor market faces shortages as AI demand strains supply chains

    Since the second half of 2025, the global semiconductor industry has been squeezed by a rare convergence of forces: surging artificial...

    Friday 8 May 2026
    TSMC reports record April sales as AI chip demand puts Asia supply in focus
    TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    2D NAND shortage spirals after Samsung, Micron, and rivals exit market
    Major international NAND manufacturers are gradually exiting the mature-process 2D NAND market, triggering panic buying and a sharp spike in prices. Industry sources suggest the supply...
    Friday 8 May 2026
    Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
    Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
    Friday 8 May 2026
    TSMC's 2026 revenue surges 30% in first four months on AI boom
    TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Friday 8 May 2026
    Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
    Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
    Friday 8 May 2026
    PMIC supplier GMT bets on volume growth over higher prices
    Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
    Friday 8 May 2026
    M31 weathers project delays as royalties and advanced-node demand signal recovery
    M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...
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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