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    Commentary: Samsung’s Taylor 2nm ramp-up is critical to closing the gap with TSMC
    51min ago
    Global auto downturn creates risks and opportunities for Taiwan suppliers
    51min ago
    Chip inflation accelerates smartphone brands’ retreat from low-end devices
    51min ago
    Analysis: What China's proposed export controls for AI foundation models and agents means
    52min ago
    Analysis:Why has China expanded export control to AI chip design and computing technologies now
    52min ago
    NEWS TAGGED OUTLOOK
    Monday 19 October 2026
    AI memory demand lifts Samsung, SK Hynix 2027 outlook
    AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
    Monday 19 October 2026
    Semiconductor equipment demand rises as risks curb AI bubble
    SEMI's latest 12-inch fab outlook projects double-digit annual growth in equipment spending from 2026 through 2029, with forecasts revised upward from its previous edition. However,...
    Wednesday 14 October 2026
    Taiwan's export boom shifts toward AI servers, raising concentration risks
    Taiwan's export surge is increasingly tied to high-value AI servers and pricier memory chips, a shift with implications far beyond the island. As exports climb, the outlook underscores...
    Monday 12 October 2026
    Commentary: Largan plays defense in phones, presses CPO offensive
    Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
    Thursday 8 October 2026
    Realtek 3Q26 revenue edges up, tracks guidance
    Taiwanese IC design giant Realtek reported September 2026 consolidated revenue of NT$12.378 billion (US$388.5 million), down 0.7% month-over-month and up 23.35% year-over-year. Third-quarter...
    Wednesday 7 October 2026
    Commentary: Largan earnings call spotlight — CPO, expansion and 4Q26 order momentum
    Largan Precision will hold its earnings call on October 8, when the optical lens maker is due to report third-quarter results and outline its fourth-quarter outlook. With September...
    Wednesday 7 October 2026
    Marvell raises 2028 revenue outlook to US$20 billion as AI connectivity expands
    Marvell Technology is betting that the next phase of AI infrastructure growth will require substantially more networking and optical connectivity, raising its fiscal 2028 revenue outlook...
    Wednesday 7 October 2026
    Catcher lifts AI server shipments as medical, drone products ramp up
    Catcher Technology said its existing AI products continued to expand shipments as the year-end period approached, while medical and drone businesses were entering mass production....
    Friday 2 October 2026
    Climax Technology stays cautious on 2H26 as memory costs rise
    Climax Technology said elevated memory prices are pressuring its gross margin in the second half of 2026, while longer customer validation cycles for substitute memory parts are also...
    Tuesday 22 September 2026
    Taiwan's automakers gear up for year-end sales, as exports emerge as new growth engine
    Taiwan's auto dealers have continued to push out new models even amid a market downturn this year. At the same time, Taiwan's auto industry is opening a new chapter in exports.
    Tuesday 22 September 2026
    Taiwanese auto industry eyes 2027 for zero-tariff US cars

    Taiwan's auto industry is watching closely as tariff talks between Taiwan and the US continue to shape the sector's outlook. PG Union...

    Tuesday 22 September 2026
    AirTAC sees pneumatic demand cycle extending through 2027 on China automation growth

    AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase,...

    Friday 18 September 2026
    Taiwan central bank keeps rates unchanged as inflation stays contained
    Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...
    Thursday 17 September 2026
    Wiwynn sees strong AI demand offsetting US data center pushback

    Wiwynn's top executive said demand for artificial intelligence infrastructure is likely to keep the server maker on a strong growth...

    Saturday 12 September 2026
    Pegatron's AI server engine starts to outweigh notebook drag, with Apple adding lift

    Pegatron reported consolidated revenue of NT$88.31 billion (approx. US$2.8 billion) in August 2026, up 2.66% from the previous month...

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    BIZ FOCUS
    Oct 19, 08:00
    MKS' Atotech and ESI to Showcase Advanced PCB Solutions at TPCA 2026
    Monday 19 October 2026
    GMIF2026: AI Inference Drives Token Factory and System Memory Rethinking
    Monday 19 October 2026
    Breaking free from keyword constraints: How GeoGraph elevates job matching
    Thursday 15 October 2026
    Samsung Semiconductor Highlights 400+ Layer Flash Powering Agentic AI