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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
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    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
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    Middle East conflict drives up electronic industry costs and delays
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    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
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    OpenClaw China mirror launched amid ByteDance and Tencent competition
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    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
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    NEWS TAGGED 2026
    Friday 21 November 2025
    E Ink positions for sustained highs as expanded e-paper lines ramp

    E Ink Holdings chairman Johnson Lee said the company reached its full-year 2025 targets ahead of schedule in the third quarter, setting...

    Friday 21 November 2025
    Semiconductor boom sustains WPG through 2026 amid CSP compute buildout
    WPG Holdings, a major semiconductor component distributor, hit a new record with its operating profit exceed NT$5 billion (US$160.1 million) for the first time in the third quarter...
    Friday 21 November 2025
    Foxconn-Nvidia to build local AI compute center for SMEs
    Foxconn, through its subsidiary Fortunebay Technology, plans to launch a 27-megawatt AI data center in the second half of 2026, deploying Nvidia GB300 AI servers to establish artificial...
    Friday 21 November 2025
    Lite-On ramps up power supply capacity to meet rising demand from AI data centers
    As AI-driven data centers rapidly increase their energy consumption, Lite-On is responding by expanding its power supply systems to accommodate the doubling demand for battery backup...
    Friday 21 November 2025
    AMPACS expects 2025 revenue decline amid weak markets but projects improved margins
    During its November 20 earnings call, AMPACS has forecasted a year-on-year revenue decline in 2025 due to continued softness in global consumer electronics demand. Despite this, the...
    Friday 21 November 2025
    Samsung Electronics maintains dual-CEO structure in 2026 executive reshuffle
    Samsung Electronics' 2026 executive reshuffle reinforces its dual-CEO structure, maintaining continuity in mobile and memory leadership while appointing top technology experts to accelerate...
    Friday 21 November 2025
    WinWay to build IC test factory in Arizona by 2026
    Taiwan-based integrated circuit (IC) test solution provider WinWay is planning to establish a production facility in Arizona by 2026, a move that reflects shifting global strategies...
    Friday 21 November 2025
    ASE and SPIL draw attention as Nvidia pushes for expanded US packaging capacity
    Nvidia reported strong third-quarter results for fiscal 2026 (ending October 2025), driven by robust sales of its Blackwell Ultra chips. Cloud data center revenue rose over 60% year-on-year...
    Friday 21 November 2025
    Grandsys targets AI expansion in 2026, eyes financial cloud customer surge in 2027
    Cloud and customer service provider Grandsys held a pre-IPO performance presentation on November 19, with plans to list on the over-the-counter market by mid-December. MetaAge, a company...
    Friday 21 November 2025
    Getac views global memory shortage as chance to grow despite industry-wide challenges
    Getac is positioning itself to increase market share amid a global memory shortage and rising component prices that are weighing heavily on the electronics industry. Chairman James...
    Friday 21 November 2025
    Nvidia shift to LPDDR triggers supply scramble across AI and mobile sectors
    Nvidia's strategic move toward low-power memory for its AI server lineup has set off a procurement scramble across the global tech supply chain. After the company released its fiscal...
    Friday 21 November 2025
    Eternal reportedly eyes 2026 growth with TSMC supply chain entry
    Eternal is accelerating its push into semiconductor materials, expecting significant contributions by 2026. Its precision equipment shipments surged in the fourth quarter of 2025 and...
    Friday 21 November 2025
    eLaser eyes continued COS capacity expansion, 800G ramp-up in 2026
    Optical communications firm Elite Advanced Laser (eLaser) held its earnings call on November 19th, during which company president Tien-tseng Sung pointed to inventory adjustments from...
    Friday 21 November 2025
    Japan's Nittobo and Mitsui expand capacity amid AI server material shortages
    Japan's leading glass fiber manufacturer Nittobo has announced plans to triple its T-Glass production capacity starting in early 2027 in response to surging demand for AI servers....
    Thursday 20 November 2025
    Silver prices spike, but King Core holds off on hikes as Japan-Europe orders strengthen into 2026

    King Core Electronics said it is watching the passive-component industry's price-hike discussions as silver costs soar, acknowledging that...

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    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