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    Samsung may cut foldable phone storage upgrade perk amid memory price surge
    Jul 15, 17:30
    Zhonghao Xinying pushes TPU chips to cut AI inference costs in China
    Jul 15, 17:30
    Advanced packaging materials poised to outgrow front-end process, with CPO moving toward commercial use
    Jul 15, 17:30
    Analysis: CXMT IPO draws strategic investors across China’s semiconductor supply chain
    Jul 15, 17:30
    Memory makers regain pricing power as AI demand squeezes other markets
    Jul 15, 17:30
    NEWS TAGGED OUTLOOK
    Wednesday 15 July 2026
    JCET forecasts higher first-half profit on AI-driven chip demand
    China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
    Wednesday 15 July 2026
    Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia
    Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
    Wednesday 15 July 2026
    Taiwan auto market rebounds as replacement demand lifts second-half outlook
    Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
    Wednesday 15 July 2026
    Buima lifts June revenue as battery modules and energy storage demand grows
    Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half...
    Tuesday 14 July 2026
    Iron Force revenue rises in June as auto stability and AI cooling drive growth
    Iron Force Industrial reported NT$409 million (US$12.71 million) in consolidated revenue for June, up 2.24% from a year earlier, as the Taiwanese manufacturer said its automotive business...
    Tuesday 14 July 2026
    Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand
    Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...
    Tuesday 14 July 2026
    Taiwan raises 2026 growth outlook as AI demand drives exports and investment
    Taiwan's economy has continued to outperform expectations as research institutions repeatedly lifted growth forecasts over the past two years. According to Academia Sinica's Institute...
    Monday 13 July 2026
    MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds
    MediaTek reported June 2026 revenue of NT$58.012 billion (US$1.81 billion), up 22.30% month over month and 2.80% year over year, and said second-quarter revenue reached NT$152.183...
    Friday 10 July 2026
    Asus June revenue tops NT$100 billion as AI servers drive growth outlook
    Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...
    Thursday 9 July 2026
    Inventec expects server shipments to rise quarterly as component shortages loom
    Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
    Thursday 9 July 2026
    Memory costs slash low-end phone output and pressure PA shipments

    The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

    Thursday 9 July 2026
    Tung Yang sees demand rebound as market uncertainty eases
    Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global...
    Thursday 9 July 2026
    Yulon Nissan sticks to 2026 sales target as currency pressure builds
    Yulon Nissan Motor said it is keeping its 2026 sales target at 13,000 units, while warning that exchange-rate volatility could become the biggest challenge to its full-year operating...
    Wednesday 8 July 2026
    TSMC earnings call could signal how long the AI boom can keep lifting its outlook

    TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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