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    Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026
    12h 3min ago
    Memory prices surged 234%, raising alarms for South Korean and Chinese smartphone makers
    12h 3min ago
    DDR5 memory to become mainstream in 2026, driving new inductor demand
    12h 3min ago
    Baidu outlines five-year AI chip and supernode roadmap amid AI bubble concerns
    12h 4min ago
    SenseTime partners with Chinese chipmakers to expand AI presence in Middle East amid US-China tech rivalry
    12h 4min ago
    Mini LED TV market reshuffled: Chinese firms dominance force Korean players retreat
    12h 4min ago
    NEWS TAGGED EARNINGS
    Thursday 13 November 2025
    Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
    Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
    Thursday 13 November 2025
    Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

    Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

    Thursday 13 November 2025
    Nvidia to centralize AI server assembly with select manufacturers, altering ODM shipment model
    Nvidia is set to adjust its AI server ODM shipment model to exert tighter control over system assembly processes. Supply chain sources indicate that Taiwan's Wistron Group, Quanta,...
    Thursday 13 November 2025
    Infineon flags China EV headwinds as pricing pressure drags on auto outlook
    Infineon Technologies struck a cautious tone on its automotive outlook during its 2025 earnings call, with CEO Jochen Hanebeck highlighting ongoing challenges in China's electric...
    Wednesday 12 November 2025
    Foxconn hits US$32B in AI server sales, eyes strong 4Q25 growth on rack demand
    Foxconn said at its November 12, 2025, earnings briefing that the AI sector remains in high-growth mode, driven by surging demand for computing power and large-scale production of...
    Wednesday 12 November 2025
    Foxconn chairman responds to Luxgen acquisition rumors
    Foxconn chairman Young Liu addressed recent market speculation about Foxtron's interest in acquiring Luxgen at a November 12, 2025, investor briefing, stating that expanding sales...
    Wednesday 12 November 2025
    BYD shifts growth focus overseas as capex slows sharply
    Facing intense competition in China's new energy vehicle market, electric vehicle leader BYD has clearly shifted its operational focus toward overseas markets to sustain high growth...
    Wednesday 12 November 2025
    Foxconn earnings preview: investors look for proof behind its AI and EV push
    Foxconn (Hon Hai Group) is scheduled to hold its third-quarter earnings call on November 12, with strong investor attention focused on the company's advancements in AI server cabinets...
    Tuesday 11 November 2025
    Sony raises annual forecast on yen slide, image sensor surge, and Demon Slayer windfall

    Sony Group lifted its operating profit forecast for fiscal 2025 to JPY1.43 trillion (approx. US$9.3 billion) from JPY1.33 trillion, beating...

    Tuesday 11 November 2025
    Taiwan DDI makers pivot to ASICs as seasonal demand patterns collapse
    Taiwan's display driver IC (DDI) suppliers reported their latest earnings and outlooks, revealing significant market volatility. Early demand pull-ins have been triggered by China's...
    Tuesday 11 November 2025
    Pegatron sees stable October revenue boosted by Apple iPhone demand
    Pegatron reported its October 2025 revenue at NT$117.8 billion (approx. US$3.80 billion), up 2.53% month-over-month but down 0.82% year-over-year, maintaining over NT$100 billion...
    Monday 10 November 2025
    Nan Juen International's server rail profits jump in 3Q25
    Server slide rail maker Nan Juen International reported strong financial results for the third quarter of 2025, with consolidated revenue growing sequentially by a record-high 3.48%...
    Monday 10 November 2025
    PixArt Imaging signals stable 4Q25 as drone sensor demand offsets gaming softness
    IC design company PixArt Imaging held its earnings call on November 7, 2025, outlining a cautiously optimistic view for the remainder of 2025. Although the company posted weaker results...
    Monday 10 November 2025
    Lumentum’s surprise lift sparks profit rebound across Taiwan’s optical chain

    US optical communications giant Lumentum reported stronger-than-expected earnings for the quarter ended September 27, signaling renewed...

    Monday 10 November 2025
    BMW's Neue Klasse iX3 launch bolsters EV strategy in 3Q sales
    German luxury automaker BMW is approaching a critical milestone in its electric transformation as it prepares to launch the iX3, the first model built on its next-generation Neue...
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    Research Report Database
    BIZ FOCUS
    Oct 2, 10:32
    SK Group partners with OpenAI to advance global AI infrastructure
    Thursday 30 October 2025
    Asian Power Devices Officially Launches New Vietnam Factory, Setting a New Global Production Milestone
    Thursday 30 October 2025
    BIWIN Mini SSD Named to TIME's 'Best Inventions of 2025'
    Thursday 23 October 2025
    Rising Bitcoin Swings Signal Shifting Priorities For Global Tech Markets
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