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    Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
    6min ago
    Alphabet's US$185 billion hardware mandate: Breaking the AI supply bottleneck
    18min ago
    Amazon explores deeper OpenAI ties as AI competition intensifies
    23min ago
    NEWS TAGGED INVENTORY
    Wednesday 4 February 2026
    VIS sees 1Q26 ASP dip amid product shifts, expects stable full-year pricing
    Vanguard International Semiconductor (VIS) held its earnings call on January 3, 2026, projecting wafer shipments to rise 1-3% quarter-over-quarter in the first quarter of 2026 as customer...
    Wednesday 4 February 2026
    NXP abandons low-margin bets to chase the software-defined car
    In an earnings call held on February 3, NXP Semiconductors NV reported fourth-quarter revenue of US$3.34 billion, representing a 7% increase year-on-year and a 5% sequential rise....
    Tuesday 3 February 2026
    India's smartphone market posts mixed growth in 2025, premium segment drives value gains
    India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
    Friday 30 January 2026
    Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market
    Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected...
    Thursday 29 January 2026
    Analysis: how SK Hynix is binding customers to its AI memory
    SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Thursday 22 January 2026
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

    Wednesday 21 January 2026
    Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
    Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
    Saturday 17 January 2026
    Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
    Taiwan's IC design segment posted a visibly divergent finish in December 2025, with AI/HPC, data center, and enterprise storage-related suppliers closing the year strongly, while consumer...
    Monday 12 January 2026
    Asus reports strong revenue growth in 2025 despite memory price surge
    AsusTek Computer Inc. posted robust financial results for December and the fourth quarter of 2025, reporting revenue of NT$69.7 billion (US$2.2 billion), up 47% year-on-year. Quarterly...
    Monday 12 January 2026
    Taiwan's CyberPower shifts focus to AI-driven data center power as sales dip
    CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff...
    Thursday 8 January 2026
    AI helps offset year-end seasonal factors; Yageo's 4Q25 revenue hits record high
    Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting...
    Thursday 8 January 2026
    Anli hits record December revenue on notebook order surge

    Anli International reported its highest monthly revenue of 2025 in December as notebook brands accelerated orders to avoid anticipated...

    Wednesday 7 January 2026
    LCD monitor panel prices rise alongside TV panels amid supply tightness
    The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
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    Research Report Database
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook