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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    11h 3min ago
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    11h 3min ago
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    11h 3min ago
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    11h 3min ago
    Arm’s AGI CPU demand surges as supply constraints loom
    11h 4min ago
    Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
    11h 4min ago
    NEWS TAGGED EARNINGS
    Friday 1 May 2026
    Advantest beats on AI chip testing, cautious outlook dents shares

    Japan's Advantest closed its fiscal year with strong results, highlighting how AI-driven chip demand is reshaping semiconductor testing...

    Friday 1 May 2026
    Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
    Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
    Friday 1 May 2026
    Apple earnings call signals a supply-constrained handoff to the Ternus era

    Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

    Friday 1 May 2026
    Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

    Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

    Thursday 30 April 2026
    ASE Technology sees seasonality fade as AI demand drives steady 2026 growth
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding (ASEH) held an earnings call on April 29, reporting a robust first quarter of 2026 that broke...
    Thursday 30 April 2026
    Meta's 1Q26 earnings redraw the AI hardware map
    Meta Platforms' first-quarter 2026 earnings delivered one of the most consequential procurement signals in recent memory for Asia's technology supply chain.
    Thursday 30 April 2026
    Chunghwa Precision Test raises capex as HPC probe card orders hit 30% of sales
    Chunghwa Precision Test Tech reported that strong demand from high-performance computing chip customers drove first-quarter 2026 revenue to NT$1.357 billion (US$43 million) and operating...
    Thursday 30 April 2026
    Delta Electronics posts 34% revenue growth in 1Q26, invests NT$12.1B to expand Taoyuan plants
    Delta Electronics reported strong first-quarter results and approved NT$12.1 billion (US$380 million) in plant investments, moves that signal expanded production capacity for AI servers...
    Thursday 30 April 2026
    UMC stresses disciplined price hike, Intel deal, and memory foundry rumors draw attention
    United Microelectronics (UMC) held its earnings call, where market focus centered on its recent price increases, progress in silicon photonics (SiPh) and advanced packaging, and speculation...
    Thursday 30 April 2026
    Corning reports first-quarter 2026 growth and advances portfolio restructuring under Springboard plan
    Corning Incorporated reported higher first-quarter 2026 core sales and earnings while outlining continued restructuring efforts across its operating model, including expanded platform-based...
    Thursday 30 April 2026
    Cambricon earnings surge on AI compute demand
    China's Cambricon Technologies reported a sharp rise in first-quarter 2026 earnings, driven by surging AI compute demand, while intensifying competition and shifting investor positioning...
    Thursday 30 April 2026
    Amazon highlights US$50 billion chip potential and advances LEO satellite plans
    On April 29, Amazon told investors on its first-quarter 2026 earnings call that AWS continued to accelerate, while the company doubled down on its custom chip business and pushed forward...
    Thursday 30 April 2026
    Alphabet's 1Q26 earnings call: AI boom hits capacity ceiling
    Alphabet's first-quarter 2026 earnings call was less a victory lap than a capacity warning. Management's message was clear: AI is now lifting Search, Cloud, ads, subscriptions, and...
    Thursday 30 April 2026
    Qualcomm to ship custom product with hyperscaler in 4Q26
    In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
    Thursday 30 April 2026
    Amkor advances data center CPU mass production amid manageable supply and cost risks
    Amkor, the world's second-largest OSAT provider, recently held its earnings call where CEO Kevin Engel highlighted strong demand for AI and high-performance computing (HPC) chips driving...
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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