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    Wednesday 29 April 2026
    BYD reports steep drop in profit despite global expansion

    BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

    Wednesday 29 April 2026
    Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
    Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
    Tuesday 28 April 2026
    Empyrean draws retail inflows while profit falls, testing China EDA valuations
    China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
    Tuesday 28 April 2026
    Celestica reports strong 1Q26 as cloud demand lifts results
    Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
    Monday 27 April 2026
    DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
    As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
    Monday 27 April 2026
    Tesla doubles down on robotaxi and FSD, recasting cars into revenue-generating assets
    At its first-quarter 2026 earnings call, Tesla set out a clear shift in strategy: moving the auto industry away from ownership toward a usage-based mobility model. By aligning software,...
    Friday 24 April 2026
    PC chipmakers warn CPU shortages cloud 2026 shipment outlook
    CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
    Thursday 23 April 2026
    SK Hynix to shift over half of NAND output to 321-layer chips
    SK Hynix said it plans to expand production of its latest 321-layer NAND chips, as demand for AI applications leads to increased adoption of high-capacity enterprise storage.
    Thursday 23 April 2026
    SK Hynix dismisses peak fears, points to structural memory upcycle

    SK Hynix said the current strength in memory pricing reflects structural changes in demand, pushing back against concerns that recent...

    Thursday 23 April 2026
    SK Hynix flags persistent HBM shortage as demand outpaces supply
    SK Hynix said demand for high-bandwidth memory is expected to outpace supply for several years, underscoring persistent constraints in the AI memory market even as the company ramps...
    Thursday 23 April 2026
    Qualcomm mulls return to Samsung's 2nm as TSMC targets its LPU market
    Global semiconductor leaders are accelerating the restructuring of their supply chains. Qualcomm CEO Cristiano Amon recently made a quiet, low-profile visit to South Korea, signaling...
    Thursday 23 April 2026
    Texas Instruments signals a stronger recovery on industrial and AI demand
    Texas Instruments (TI) reported first-quarter 2026 revenue of US$4.83 billion, up 19% year on year, with net income rising 31% to US$1.55 billion and earnings per share of US$1.68...
    Wednesday 22 April 2026
    Powerchip DRAM foundry price hike to boost June revenue; IPD to drive Intel demand in 2H27
    Powerchip Semiconductor Manufacturing (PSMC) held an earnings call on April 21 to address developments in memory and logic foundry services, as well as its future business outlook...
    Wednesday 22 April 2026
    Panel suppliers outline new business shifts aimed to offset LCD losses
    Panel suppliers kicked off a round of earnings briefings this week, with Radiant Optoelectronics opening on April 24 and peers Coretronic, AUO, and BenQ Materials following through...
    Tuesday 21 April 2026
    ASML's memory revenue tops logic in 1Q26, AI-fueled HBM demand surges
    ASML revealed during its first quarter 2026 earnings call that revenue from memory systems has, for the first time, exceeded that of logic chips. Against a backdrop of sustained AI...
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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