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    NXP advances VSMC and ESMC projects with ramp timelines on track
    25min ago
    Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market
    38min ago
    Commentary: DeepSeek V4 and Huawei’s Ascend challenge Nvidia’s inference in China
    Apr 28, 19:32
    Universal Microwave Technology unveils mystery customer with ties to SpaceX
    Apr 28, 19:32
    FCC expands non-US network gear ban to mobile hotspots and home CPE
    Apr 28, 19:32
    Memory supplier locks in capacity through 2027
    Apr 28, 19:32
    Vera Rubin rack may consume LPDDR equal to 4,500 smartphones, sparking panic buying
    Apr 28, 19:32
    China's GPU quartet clear IPO hurdles, but cluster stability remains a challenge
    Apr 28, 19:32
    NEWS TAGGED OUTLOOK
    Monday 16 March 2026
    Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue
    Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation...
    Monday 16 March 2026
    Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026
    Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...
    Friday 13 March 2026
    Lite-On sees AI infrastructure demand locked in for 18 months
    Lite-On Technology expects demand for artificial intelligence infrastructure to remain resilient through 2026, even as escalating tensions between the US and Iran weigh on the global...
    Friday 13 March 2026
    Flexium eyes 30% revenue from AI servers and smart glasses in 2026
    After a challenging 2025, flexible printed circuit (FPC) giant Flexium Interconnect is optimistic about its revenue and profit outlook, driven by accelerated transformation in high-speed...
    Friday 13 March 2026
    Hotai Group shifts Taiwan car market strategies from volume to value in 2026
    As a key player in Taiwan's automotive industry, Hotai Group draws significant attention with its annual outlook released early each year, which is generally seen as an indicator of...
    Wednesday 11 March 2026
    Oracle says AI will augment, not kill, enterprise SaaS
    Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical...
    Wednesday 11 March 2026
    Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
    On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
    Tuesday 10 March 2026
    HPE beats earnings expectations as networking strength offsets cloud softness
    Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Thursday 5 March 2026
    Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios
    Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...
    Thursday 5 March 2026
    Elan eyes growth from AI drone modules despite PC market decline
    Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
    Saturday 28 February 2026
    Quanta posts record 2025 profit, eyes AI-led growth in 2026

    Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

    Wednesday 25 February 2026
    TSMC's record profits signal AI boom far from over
    Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook