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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    9h 34min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    9h 34min ago
    Middle East conflict drives up electronic industry costs and delays
    9h 34min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    9h 34min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    9h 35min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    9h 35min ago
    NEWS TAGGED INVENTORY
    Thursday 2 April 2026
    Copper price surge drives quarterly lead frame price hikes
    Lead frame packaging suppliers are hiking prices to pass along rising costs sweeping through the semiconductor supply chain. Gold, silver, and copper prices continue to climb sharply,...
    Thursday 2 April 2026
    Mobile chip inventory correction weighs on OSAT supply chain
    As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this...
    Wednesday 1 April 2026
    South Korean chipmakers stockpile helium, diversify supply beyond Qatar
    South Korean semiconductor manufacturers hold enough helium inventory to sustain production through at least June, easing concerns over potential supply disruptions, according to government...
    Monday 30 March 2026
    Sony raises PlayStation 5 prices amid memory costs spike
    Sony Group's gaming subsidiary, Sony Interactive Entertainment, announced on March 27 that it would raise the global retail price of its flagship home console, the PlayStation 5, effective...
    Thursday 26 March 2026
    Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
    Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
    Friday 20 March 2026
    Malaysia chipmakers monitor helium supply risks as Middle East tensions weigh Qatar output
    Malaysia's semiconductor industry is closely monitoring helium supply risks amid escalating tensions in the Middle East, though companies have not yet reported operational disrupti...
    Friday 20 March 2026
    Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

    As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

    Thursday 19 March 2026
    Chip price surge in 2Q26 shifts cost pressure to end markets
    As more European and American chipmakers and IDM giants publicly announce price hikes effective April 1 of this year, mature process foundries in Taiwan and China have also nearly...
    Wednesday 18 March 2026
    IBM completes Confluent acquisition to power real-time AI data
    On March 17, IBM completed its acquisition of Confluent, Inc., the data streaming platform used by more than 6,500 enterprises — including 40% of the Fortune 500 — to power...
    Thursday 12 March 2026
    Asustek posts record NT$44.6 billion profit in 2025, server revenue to double in 1Q26
    Benefiting from the continued expansion of its artificial intelligence (AI) server business, Asustek Computer reported a record full-year net profit after tax of NT$44.56 billion (approx...
    Thursday 12 March 2026
    Asia Optical posts strong 2025 profit growth led by tech upgrades
    Asia Optical reported robust growth in 2025, with net revenue reaching NT$26.446 billion (US$831.1 million), up 15% year-over-year, and operating profit increasing 28%. Despite a fourth-quarter...
    Tuesday 10 March 2026
    Apogee narrows 2025 losses, eyes US broadband buildout in 2026
    Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable...
    Tuesday 10 March 2026
    Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

    Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

    Tuesday 10 March 2026
    Phison says NAND prices jumped 50% overnight as supply crunch continues
    NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
    Monday 9 March 2026
    LCD TV panel prices rise in 1Q26 as demand stays strong
    After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...
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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