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REALTIME NEWS
MetaX GPU revenue jumps 75%, losses narrow on AI demand
Semiconductors
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Meta's 1Q26 earnings redraw the AI hardware map
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Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
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NEWS TAGGED AT SOLUTION
Tuesday 6 February 2024
South Korea's AT Solution listed within Vision Pro supply chain
Within the supply chain of Apple's MR headset Vision Pro, South Korea's AT Solution is reportedly involved in the coating process for camera module components.
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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TSMC plans 12 fabs in Arizona as supply chain shifts from passive to active
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China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
TSMC eyes SiPh breakthrough as industry consensus forms
OpenAI stirs smartphone industry with 2028 AI agent phone plans
Nvidia CEO says Google's TPUs pose no threat as AI chip race heats up
Google's TPU shortage lays bare a widening AI infrastructure edge
China halts new autonomous driving permits after Baidu Apollo Go robotaxi failure
Taiwan launches all-photonic network to strengthen data center resilience and AI computing backup
Full list
RESEARCH INSIGHTS
Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook
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