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    AI demand driven structural chip shortage threatens auto industry
    Jan 28, 18:00
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    Jan 28, 18:00
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    Jan 28, 17:59
    Samsung foundry to see turnaround as Chinese clients return in 2026
    Jan 28, 17:57
    Analysis: Chip inflation is a major supply chain risk in 2026
    Jan 28, 15:55
    China's AI path: Looking back at DeepSeek's one year anniversary
    Jan 28, 15:55
    NEWS TAGGED DEMAND
    Wednesday 28 January 2026
    ASML executives bet on chip demand strength past 2025
    ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
    Wednesday 28 January 2026
    ASML orders beat expectations as company plans 1,700 layoffs
    ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
    Wednesday 28 January 2026
    SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
    SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
    Wednesday 28 January 2026
    SK hynix Announces FY25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
    Wednesday 28 January 2026
    ASML posts record 2025 results on surging orders
    ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    Wednesday 28 January 2026
    Powertech will invest NT$43.3 billion to accelerate FOPLP, targets mass production in 1H27
    In response to growing demand from AI and high-performance computing (HPC) for advanced packaging capacity such as fan-out panel-level packaging (FOPLP), Powertech chairman DK Tsai...
    Wednesday 28 January 2026
    Powertech posts 4Q25 profit high, eyes growth momentum into 2026
    Memory testing and packaging firm Powertech Technology (PTI) reported that its revenue and earnings met expectations in the fourth quarter of 2025. Quarterly revenue reached NT$21.41...
    Wednesday 28 January 2026
    Apple's iPhone 17 powers a strong quarter as memory costs soar
    Apple is set to report fiscal first-quarter 2026 earnings on January 29, with strong sales of the iPhone 17 expected to drive record operating performance and solid smartphone shipments...
    Wednesday 28 January 2026
    BYD reportedly considers local assembly in India as local EV demand surges
    Chinese automaker BYD is reportedly exploring options to expand its presence in India, including local assembly, as demand for its electric vehicles (EVs) continues to rise, according...
    Wednesday 28 January 2026
    TI outlook points to tentative recovery as cash flow strength offsets profit pressure
    Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
    Wednesday 28 January 2026
    King Yuan Electronics recovers most stolen semiconductor test equipment, strengthens controls
    King Yuan Electronics (KYEC), a leading semiconductor testing company, has recovered over 80% of stolen IC test load boards and other equipment after an internal engineer allegedly...
    Wednesday 28 January 2026
    As China races to localize auto chips, Taiwan locks onto upmarket
    In recent years, Chinese companies have significantly increased their investment in automotive semiconductors, aiming to accelerate the development of a domestic supply chain. Yet...
    Wednesday 28 January 2026
    MediaTek partners with Google, targets US$10 billion ASIC business by 2027
    MediaTek's performance in ASICs has been the center of market interest as it continues to heavily invest in Taiwan and North America to break into the cloud AI market. Rumors have...
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    KLA
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook