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    US seen tolerating high memory prices to preserve AI edge over China
    10h 17min ago
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    10h 20min ago
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    10h 20min ago
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    10h 20min ago
    FCC blocks new Chinese inverters and robots from the US market
    10h 20min ago
    NEWS TAGGED OUTLOOK
    Wednesday 22 July 2026
    'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

    Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

    Tuesday 21 July 2026
    Samsung could overtake SK Hynix in the HBM market by 2027
    Samsung Electronics could overtake SK Hynix to lead the global high-bandwidth memory market in 2027 as shipments of HBM4 expand, according to forecasts from UBS cited by Money...
    Monday 20 July 2026
    Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
    Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
    Thursday 16 July 2026
    TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

    TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

    Thursday 16 July 2026
    Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
    Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The 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...
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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
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    AI Summit Seoul