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    MediaTek raises outlook for ASIC business as supply chain heats up
    11h 31min ago
    Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
    11h 31min ago
    South Korea seeks memory-centric AI architecture to challenge Nvidia-led order
    11h 31min ago
    Tesla’s AI5 dual-source plan may not give Samsung equal weight
    11h 31min ago
    Apple shifts product roadmap toward AI, highlighting Taiwan supply chain advantages
    11h 32min ago
    Commentary: US auto market faces a three-way vacuum as tariffs deepen imbalances
    11h 32min ago
    NEWS TAGGED MARKET
    Monday 4 May 2026
    Huawei targets US$12 billion in AI chip sales as China firms seek Nvidia alternatives
    Huawei is set to capture the largest share of China's AI chip market this year, with revenue expected to rise at least 60% as Chinese technology companies accelerate orders for domestic...
    Monday 4 May 2026
    Win Semiconductors: GaAs and InP supply still meets production demand
    Rising raw material prices have pushed up gallium arsenide (GaAs) substrate costs, squeezing a key material used in power amplifiers (PA). Win Semiconductors said that its scale gives...
    Monday 4 May 2026
    Global server market, 1Q 2026: Agentic AI sparks general-purpose server revival

    Introduction

    Monday 4 May 2026
    AI memory crunch squeezes 5G FWA market
    DIGITIMES' latest report says the global 5G fixed wireless access (FWA) customer premises equipment (CPE) market posted its first year-on-year shipment decline in the first...
    Monday 4 May 2026
    Samsung reshuffles TV leadership amid Chinese rivalry and service pivot
    Samsung Electronics has replaced the head of its Visual Display (VD) business in a rare mid-cycle reshuffle, responding to weakening demand and intensifying global competition in the...
    Monday 4 May 2026
    Samsung pulls ahead of SK Hynix as commodity DRAM prices surge

    Samsung Electronics and SK Hynix are both riding a historic memory upcycle, but a profit gap of about KRW15 trillion (approx. US$10 billion)...

    Monday 4 May 2026
    MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
    MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
    Monday 4 May 2026
    Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
    Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
    Monday 4 May 2026
    China automakers adopt disposable-car subscriptions to accelerate tech turnover
    China's auto industry has begun rolling out a disposable-car model combining subscription plans and modular hardware to accelerate technology refresh cycles and cut the buildup of...
    Monday 4 May 2026
    Research Insight: Beijing auto show signals shift from vehicle launches to AI-driven supply chains
    The 2026 Beijing Auto Show has emerged as a platform where the balance of competition is shifting from sheer vehicle counts to advanced self-driving systems, AI-powered cockpits, and...
    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Sunday 3 May 2026
    Profile: MIT physicist Yichen Shen leads photonics chipmaker to Hong Kong IPO

    On the morning of April 28, 2026, 37-year-old Yichen Shen stood at the Hong Kong Stock Exchange, striking the IPO gong with a wooden mal...

    Sunday 3 May 2026
    Taiwan quartz makers target LEO satellite boom by 2027
    As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
    Saturday 2 May 2026
    MediaTek taps retiring TSMC packaging veteran to strengthen foundry ties, not to bridge to Intel
    Chen-Hua Douglas Yu, one of the six R&D leaders known inside TSMC as the "six knights," and a central figure in the foundry's advanced packaging development, has joined MediaTek...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
    1/234 pages
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    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