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    NEWS TAGGED MARKET
    Saturday 14 February 2026
    Commentary: Foxtron targets 1,500 Bria deliveries by 1Q26 amid Luxgen acquisition
    One of the biggest stories in Taiwan's auto market toward the end of 2025 is Foxtron's official announcement to acquire 100% of Luxgen, with the deal expected to close in the first...
    Saturday 14 February 2026
    AMD's growing server and PC share pressures Intel as China supply constraints tighten prices
    AMD's EPYC server processors captured a record 41.3% revenue market share in the server segment in the fourth quarter of 2025, Mercury Research reported, driven by accelerated adoption...
    Saturday 14 February 2026
    Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
    Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...
    Friday 13 February 2026
    Arm faces intensified competition in China as RISC-V rise reshapes AI and HPC chip markets
    As China emerges as a major RISC-V hub shipping hundreds of billions of chips annually since 2024, Arm Holdings confronts heightened competition in a market where its architecture...
    Friday 13 February 2026
    Global server market, 4Q 2025

    Introduction

    Friday 13 February 2026
    Explainer: how US-Taiwan 'ART' deal rewires global tech economy
    On February 12, 2026, the United States and Taiwan finalized a structural "re-pricing" of their economic relationship. The Agreement on Reciprocal Trade (ART) is not a traditional...
    Friday 13 February 2026
    Shihlin Electric expands in North America as orders extend to 2030

    Shihlin Electric is entering 2026 with strong operating momentum, supported by accelerated contract releases under Taipower's grid resilience...

    Friday 13 February 2026
    Stellantis scraps two EU gigafactories after €2.1bn hit, pivots toward Asian batteries
    Stellantis NV has officially abandoned plans to build two lithium battery gigafactories in Kaiserslautern, Germany, and Termoli, Italy, the company's CEO, Antonio Filosa, said, following...
    Friday 13 February 2026
    Xiaomi sharpens India premium push as memory price surge squeezes smartphone margins
    Chinese smartphone maker Xiaomi is stepping up its premium push in India even as a global surge in memory prices threatens to erode margins across the handset industry, prompting brands...
    Friday 13 February 2026
    Volkswagen leads way as EU replaces China BEV tariffs with minimum price commitment
    As the European Union-China trade dispute over battery electric vehicles (BEVs) drags on, the EU is on track to replace punitive tariffs of up to 35% with a "minimum price commitment"...
    Friday 13 February 2026
    Lenovo leans on premium AI PCs and phones as memory costs squeeze hardware margins
    Lenovo said surging memory prices are likely to weigh on global PC and smartphone unit demand in 2026, prompting the company to double down on diversified sourcing, premium product...
    Friday 13 February 2026
    E-glass capacity cuts trigger production shifts for Taiwan CCL makers
    The global AI data center boom is straining not only high-end computing chips but also adjacent industries such as memory and upstream glass fiber cloth, where significant capacity...
    Thursday 12 February 2026
    Global semiconductor industry, 2026

    Introduction

    Thursday 12 February 2026
    Cisco revenue beats expectations, but margin outlook pressured by rising memory costs

    Cisco Systems forecast quarterly gross margins below market expectations, citing higher memory chip costs. The weaker margin outlook overshadowed...

    Thursday 12 February 2026
    BYD launches aggressive 2026 push in Germany, aiming to eclipse SAIC MG and reshape pricing
    BYD plans to intensify its push into the German market in 2026 by expanding its dealer network and implementing steep price cuts to target more than 50,000 annual vehicle sales and...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook