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    Memory price surge drives TV panel specification downgrade trend
    6h 49min ago
    Taiwan auto parts industry faces transformation pains amid rising costs and AI adoption
    6h 50min ago
    Mobile manufacturers adapt to soaring key component prices with strategic measures
    6h 50min ago
    Middle East turns to East Asia for alternative air defense amid US supply delays
    6h 50min ago
    YMTC's NAND expansion poses little oversupply threat, industry says
    6h 50min ago
    US intensifies efforts to remove red supply chains, boosting Taiwan's robot supply chain with one-stop strategy
    6h 50min ago
    NEWS TAGGED GUIDANCE
    Saturday 11 April 2026
    Novatek hits 1Q26 revenue target on SoC, edge AI growth
    Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
    Wednesday 11 March 2026
    Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
    Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
    Thursday 5 March 2026
    Broadcom posts $19.3B quarter as AI surge drives $22B revenue outlook
    Broadcom's first-quarter results and stronger-than-expected guidance underscore accelerating AI-driven demand in the data-center market, with implications for chip supply chains and...
    Monday 2 March 2026
    TSMC bolsters local equipment supply chain with subsidies and five-year rebate program
    TSMC is accelerating supplier upgrades and has made growing the share of Taiwan-sourced equipment components a long-term strategic objective. As of February 2026, it had worked with...
    Thursday 26 February 2026
    Nvidia's strong quarter and outsized guidance soothe fears of an AI investment bubble
    On February 25, Nvidia's blowout fourth-quarter results and bullish fiscal-2027 guidancehelped dispel recent market worries that the AI spending boom may be an unsustainable bubble,...
    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...
    Sunday 15 February 2026
    Why is TSMC spending $45bn so early?

    Taiwan Semiconductor Manufacturing Co. (TSMC) has greenlit a massive $44.96 billion capital budget following a historic board meeting in Kumamoto,...

    Friday 13 February 2026
    Applied beats as AI chip spending nears $1tn tipping point
    On February 12, Applied Materials Inc. (AMAT) announced fiscal first-quarter 2026 financial results that exceeded the midpoint of its previous guidance, driven by a significant surge...
    Thursday 5 February 2026
    Flex tops fiscal 3Q26 guidance, lifts full-year outlook

    EMS provider Flex reported fiscal third-quarter 2026 results that exceeded its guidance and raised its full-year forecast, citing continued...

    Tuesday 3 February 2026
    Huawei-linked Hubble invests in automotive chipmaker Norelsys pre-IPO

    Norelsys (Tianjin) Co., Ltd. has begun IPO counseling after filing registration for listing guidance with the Tianjin branch of the China...

    Tuesday 3 February 2026
    NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
    NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
    Wednesday 28 January 2026
    TI outlook points to tentative recovery as cash flow strength offsets profit pressure
    Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
    Wednesday 28 January 2026
    TI accelerates capacity push, shrugs off memory shortages
    Texas Instruments (TI) signaled urgency around capacity planning, stressing that today's capital spending choices will determine its ability to serve demand years ahead, while downplaying...
    Friday 23 January 2026
    Intel’s “better than guidance” quarter comes with a catch
    Intel's latest financials highlight a fragile turnaround: while AI-linked data center demand and early traction in advanced manufacturing offer strategic promise, weak margins, volatile...
    Tuesday 20 January 2026
    Samsung foundry utilization reportedly nears 60% as losses narrow
    Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
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    Research Report Database
    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