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    India's smartphone shipments fall in 1Q26, signaling value-led market shift
    2min ago
    ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand
    8min ago
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025
    15min ago
    Samsung labor talks collapse as bonus dispute threatens chip output
    22min ago
    SpaceX pushes toward global launch network for rapid Starship operations
    47min ago
    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    May 12, 18:43
    AI server ODMs face margin pressure as memory costs rise
    May 12, 18:43
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    May 12, 18:43
    NEWS TAGGED IT COMPONENTS, PERIPHERALS
    Wednesday 13 May 2026
    China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

    The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

    Wednesday 13 May 2026
    GLT shifts to auto and medical markets as display revenue drops to 1%
    Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    Trade talks to test US-China leverage on rare earths, tariffs, and AI
    US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...
    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Tuesday 12 May 2026
    Aurotek posts record first-quarter revenue and profit as robot demand surges
    Aurotek Corp. reported record results for the first quarter of 2026 as rising demand for smart manufacturing robots drove consolidated revenue and profit higher. The company said the...
    Tuesday 12 May 2026
    E Ink eyes 25% growth in 2026 on surface push
    E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
    Tuesday 12 May 2026
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Himax targets 2026 rebound on auto DDI and AI glasses momentum
    Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
    Tuesday 12 May 2026
    Taiwan's cybersecurity market shifts toward managed services as ransomware pressure mounts
    For many Taiwanese businesses, cybersecurity still means buying a router and moving on. That gap between perception and exposure has become expensive — and increasingly hard...
    Monday 11 May 2026
    Tesla AI5 ignites Samsung-LG race for ABF substrates, robot parts

    LG Innotek is seeking to enter Tesla's AI semiconductor supply chain by targeting ABF-based FC-BGA substrate orders for the automaker's...

    Monday 11 May 2026
    Taiwan chip testing firm sheds power unit, pivots to AI validation as margins recover
    Taiwan-based electronics verification and analysis specialist Integrated Service Technology (iST) posted weaker first-quarter revenue and an operating loss amid a major operational...
    Saturday 9 May 2026
    Quanta, Compal notebook shipments sink 30%-plus in April as Q1 pull-forward hangover hits
    Quanta Computer and Compal Electronics, two of Taiwan's largest notebook contract manufacturers, posted April shipment declines exceeding 30% as a wave of orders pulled into late March...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook