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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
    9h 18min ago
    China’s AI talent demand spreads into chips, rare earths and new materials
    9h 18min ago
    ASIC server demand rises, boosting high-speed connectivity suppliers
    9h 18min ago
    Compal says US clients praised Taiwan’s robot component supply chain
    9h 18min ago
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    9h 18min ago
    NEWS TAGGED FORECAST
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Wednesday 8 July 2026
    Novatek beats second-quarter revenue guidance on strong customer stockpiling
    Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
    Wednesday 8 July 2026
    ELAN revenue hit the top of forecast as notebook and AI products gained traction
    ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
    Wednesday 8 July 2026
    Inspur forecasts sharp first-half profit growth
    Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
    Tuesday 7 July 2026
    Sercomm posts record second-quarter revenue as AI boosts broadband demand

    Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

    Monday 6 July 2026
    Apple's foldable phone could lift foldable market momentum
    Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...
    Thursday 2 July 2026
    Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers
    The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...
    Thursday 2 July 2026
    Ericsson says AI demand is accelerating 5G SA and FWA deployment
    Ericsson Taiwan president David Chou said the rapid expansion of AI applications and sustained enterprise investment in cloud computing are making mobile networks a critical layer...
    Thursday 2 July 2026
    Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target
    Hotai Motor has cut its 2026 Taiwan auto market forecast, signaling softer demand may linger after tariff-related weakness in the first half. The move matters beyond Taiwan because...
    Wednesday 1 July 2026
    China humanoid robot commercialization accelerates, shipments to reach 50,000 in 2026
    China's humanoid robot market is expected to move ahead into the early stages of commercialization. Morgan Stanley recently raised its latest outlook for the country's humanoid robot...
    Monday 29 June 2026
    Samsung could become HBM market share leader in 2027
    Samsung Electronics could overtake SK Hynix in the global high-bandwidth memory (HBM) market in 2027, driven by the competitive edge of HBM4, the sixth generation of HBM. Market watchers...
    Thursday 25 June 2026
    Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
    On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...
    Monday 22 June 2026
    Taiwan auto parts makers forecast 2H26 recovery as tariff and geopolitical risks ease
    Major Taiwan auto parts makers said they expected market conditions to improve in the second half of 2026 as tariff and geopolitical uncertainties eased, executives announced during...
    Thursday 18 June 2026
    BMW opens Neue Klasse reservations early; car business margin forecast unexpectedly cut in half
    Although BMW's Neue Klasse BEV lineup is receiving strong market feedback and demand, it is also facing challenges due to weakness in the Chinese auto market and the conflict in the...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook