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    Commentary: EU tariff barrier may weaken as Japanese automakers lean on China EV tech
    Jun 4, 17:57
    Hanmi Semiconductor expands Taiwan and US push for potential Terafab supply chain role
    Jun 4, 17:56
    CXMT said to poach more than 200 South Korean engineers
    Jun 4, 17:56
    Memory price surge hit low-end phones, putting Chinese brands under pressure
    Jun 4, 17:56
    TSMC’s Wei says it will not raise prices aggressively as AI bottlenecks spread
    Jun 4, 17:56
    China EV startups return to losses in 1Q26 amid price war and R&D pressure
    Jun 4, 17:56
    NEWS TAGGED OUTLOOK
    Monday 25 May 2026
    Ample Electronic says AI demand is boosting MLCC-related passive components
    Ample Electronic said rising demand from artificial intelligence end customers has driven a stronger market for multilayer ceramic capacitors and related passive components, lifting...
    Thursday 21 May 2026
    Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows
    Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives...
    Thursday 21 May 2026
    Nvidia excludes China from its outlook while citing analyst estimates of US$1 trillion in hyperscaler capex by 2027
    Nvidia continues to exclude Chinese data center compute revenue from its outlook, with CFO Colette Kress citing uncertainty around whether H200 imports will be allowed into the country...
    Thursday 21 May 2026
    OSE targets AI server SMT growth as memory demand lifts outlook
    Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its...
    Tuesday 19 May 2026
    Humanoid race will produce only one or two winners, Plug and Play CEO predicts
    The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug...
    Thursday 14 May 2026
    Cisco accelerates AI push with Silicon One gains and major restructuring plan
    Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
    Friday 8 May 2026
    Novatek raises margin outlook on stronger product mix and early shipments
    Novatek Microelectronics, one of Taiwan's leading display driver IC (DDI) makers, said revenue in the first quarter of 2026 was supported by growth in system-on-chip (SoC) and large-size...
    Friday 8 May 2026
    China smartphone market and industry, 1Q 2026: 1Q26 shipments fall; cost pressures cloud 2Q26 outlook

    Introduction

    Thursday 7 May 2026
    Inventec sees strong NB and server demand but warns of component-driven margin pressure
    Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
    Wednesday 6 May 2026
    Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

    Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

    Wednesday 6 May 2026
    AMD lifts outlook as AI demand fuels data center growth
    On May 5, AMD reported first-quarter 2026 results that exceeded expectations, supported by strong demand for artificial intelligence (AI) infrastructure, according to company data...
    Tuesday 5 May 2026
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...
    Tuesday 5 May 2026
    MediaTek ASIC surge puts 60% revenue share within reach
    MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
    Tuesday 5 May 2026
    SK Hynix disputes report on M15X memory investment shift

    SK Hynix disputed reports that it is considering shifting DRAM investment at its new M15X memory production base in Cheongju, South Korea,...

    2/34 pages
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    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
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook