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    Acer sees CPU shortages worse than memory as 2H24 PC market weakens
    3h 19min ago
    Grab bets on agentic AI to reshape Taiwan's food delivery market with foodpanda acquisition
    3h 19min ago
    Huawei’sTau Law breath new air into China's advanced packaging
    3h 39min ago
    Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
    3h 39min ago
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    3h 39min ago
    Google and Blackstone form AI cloud venture to commercialize TPU capacity
    3h 39min ago
    Taiwan's SAS breaks out of China's low-price solar trap with space, drone, and marine applications
    3h 39min ago
    Intel 18A yield gains raise pressure on Samsung foundry
    3h 39min ago
    NEWS TAGGED EARNINGS
    Tuesday 26 May 2026
    Samsung's P4 HBM push could worsen DRAM crunch in 2027

    Samsung Electronics is reportedly preparing to allocate much of its Pyeongtaek P4 cleanroom capacity to next-generation high-bandwidth...

    Monday 25 May 2026
    Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
    Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...
    Monday 25 May 2026
    AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
    At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year...
    Monday 25 May 2026
    Syntec Technology profit hits record as AI drives factory automation demand

    Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

    Monday 25 May 2026
    AI server boom lifts memory interface chip leader, but DDR5 risks linger
    Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
    Saturday 23 May 2026
    Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
    Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
    Thursday 21 May 2026
    GigaDevice sees niche DRAM and NAND prices rising through 2026
    GigaDevice said tight supply and rising prices across DRAM, NOR Flash, and SLC NAND Flash continued to fuel strong first-quarter 2026 earnings growth, supported by recovering demand...
    Thursday 21 May 2026
    Nvidia prices rivals out of AI factory race with Blackwell, Vera CPU, and Rubin
    Nvidia used its first quarter of fiscal year 2027 earnings call on May 20, 2026 to lay out a three-tier silicon cadence that should make any rival roadmap look thin: a Blackwell ramp...
    Thursday 21 May 2026
    Iron Force eyes North America production, AI server cooling shipments in 2Q26
    Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and...
    Thursday 21 May 2026
    TSMC's COUPE push puts Samsung's silicon photonics ambitions under pressure
    Samsung Electronics has launched silicon photonics foundry services and entered pilot production, signaling during its latest earnings call that optical communication modules will...
    Wednesday 20 May 2026
    CXMT profit surge shows limits of China's DRAM push
    ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
    Tuesday 19 May 2026
    Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
    Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...
    Monday 18 May 2026
    Kioxia gets rare chance to challenge Samsung, SK Hynix in AI storage boom
    Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
    Sunday 17 May 2026
    AI drives Cisco orders, lifts Taiwan networking suppliers
    Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
    Friday 15 May 2026
    Foxconn moves from validation to commercialization with AI servers, robots, EVs and LEO satellites
    Foxconn used its first quarter of 2026 earnings call to signal that its long-term "3+3+3" strategy is transitioning from technical validation into commercialization, highlighting growth...
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    BIZ FOCUS
    Apr 28, 08:00
    AI anti-fraud solution wins virtual asset security hackathon
    Monday 27 April 2026
    Anti-fraud hackathon winner showcases multi-dimensional tech-nology framework
    Monday 27 April 2026
    SK hynix receives 2026 IEEE Corporate Innovation Award
    Friday 24 April 2026
    NewPower Named HPE 2026 Partner of the Year
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook