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    Analysis: Europe's battery independence dream is over: Chinese makers dominate global supply
    Feb 26, 16:13
    Apple's iPhone Fold aims for crease-free display with key panel orders
    Feb 26, 16:13
    Huawei and ByteDance jointly developed RRAM memory to accelerate AI applications
    Feb 26, 16:13
    Apple accelerates US chip supply chain rebuild fuel by TSMC and Foxconn expansion
    Feb 26, 16:13
    Nvidia tops US$100B in profit — but is China still worth the wait?
    Feb 26, 16:13
    Commentary: German BBA price war in China threatens used car residual value system
    Feb 26, 16:12
    NEWS TAGGED GROWTH
    Friday 27 February 2026
    Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

    Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

    Friday 27 February 2026
    Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

    Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

    Friday 27 February 2026
    Lite-on doubles down on AI power as consumer markets dim
    Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
    Thursday 26 February 2026
    AI server surge lifts high-voltage MOSFET, fan demand at Taiwan power device maker APEC

    Advanced Power Electronics Co. (APEC) said high-power AI servers are driving demand for medium- and high-voltage power devices, and expects...

    Thursday 26 February 2026
    Taiwan Mask posts nearly NT$100m profit in January, advanced packaging to boost revenue in 2H26
    Benefiting from its group integration strategy, Taiwan Mask Corporation (TMC) is seeing operations that are gradually recovering. The parent company's core business has seen five consecutive...
    Thursday 26 February 2026
    CyberLink hits 12-year revenue high on AI creation boom, defying 'SaaS apocalypse' concerns
    Taiwan-based multimedia software developer CyberLink reported its strongest revenue performance in nearly 12 years for 2025, driven by robust demand across its consumer creation and...
    Thursday 26 February 2026
    Fiberglass shortage persists in 2026, Unimicron increases substrate price
    As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
    Thursday 26 February 2026
    Yageo posts 82% profit jump in 4Q25 on AI-driven product mix
    Taiwanese passive component giant Yageo reported a strong operational rebound in the fourth quarter of 2025, driven by continued growth in demand related to artificial intelligence...
    Thursday 26 February 2026
    Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
    Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
    Wednesday 25 February 2026
    Chart: Why Taiwan's OSAT sector just flipped the switch

    The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

    Wednesday 25 February 2026
    TSMC's record profits signal AI boom far from over
    Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
    Wednesday 25 February 2026
    Sigurd invests NT$1.54B to acquire Unimicron's Hukou plant amid strong AI, ASIC demand
    Taiwan's IC packaging and testing supply chain is accelerating expansion as Sigurd announced it will invest NT$1.54 billion (approx. US$49M) to purchase a factory in the Hukou Industrial...
    Wednesday 25 February 2026
    MLCC prices to climb as AI demand hits full capacity
    The global multilayer ceramic capacitor (MLCC) market is on the brink of a price surge as Japanese and Korean giants grapple with record demand from AI data centers. Samsung Electro-Mechanics...
    Wednesday 25 February 2026
    TI posts rare first-quarter growth driven by turn orders and data center momentum
    Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
    Wednesday 25 February 2026
    Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
    Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
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    iTCAjBest AI Awards 2026
    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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook