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    Analysis: Why ASML's layoffs focused on Europe and US but not China
    6h 34min ago
    Chip cooling pioneers: The 1981 patent keeping today's AI servers alive
    6h 34min ago
    Dutch restrictions on Nexperia sounds alarm for European semiconductor industry
    6h 34min ago
    Samsung notebook and smartphone prices rise amid chip inflation era
    6h 34min ago
    Chinese panel makers' production cuts drive TV panel price rise in February
    6h 34min ago
    Exclusive: Tesla's AI ecosystem boosts space solar energy interest among Taiwan suppliers
    6h 34min ago
    NEWS TAGGED INVENTORY
    Thursday 29 January 2026
    Analysis: how SK Hynix is binding customers to its AI memory
    SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Thursday 22 January 2026
    Tripod Technology targets over NT$5B in 2026 capex for Vietnam, China expansion

    PCB maker Tripod Technology said full-year 2025 revenue reached a record high, and it expects stable momentum heading into 2026 despite...

    Wednesday 21 January 2026
    Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
    Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
    Saturday 17 January 2026
    Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
    Taiwan's IC design segment posted a visibly divergent finish in December 2025, with AI/HPC, data center, and enterprise storage-related suppliers closing the year strongly, while consumer...
    Monday 12 January 2026
    Asus reports strong revenue growth in 2025 despite memory price surge
    AsusTek Computer Inc. posted robust financial results for December and the fourth quarter of 2025, reporting revenue of NT$69.7 billion (US$2.2 billion), up 47% year-on-year. Quarterly...
    Monday 12 January 2026
    Taiwan's CyberPower shifts focus to AI-driven data center power as sales dip
    CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff...
    Thursday 8 January 2026
    AI helps offset year-end seasonal factors; Yageo's 4Q25 revenue hits record high
    Taiwan-based passive components giant Yageo announced its preliminary consolidated revenue for December 2025, which showed both year-over-year and month-over-month growth, setting...
    Thursday 8 January 2026
    Anli hits record December revenue on notebook order surge

    Anli International reported its highest monthly revenue of 2025 in December as notebook brands accelerated orders to avoid anticipated...

    Wednesday 7 January 2026
    LCD monitor panel prices rise alongside TV panels amid supply tightness
    The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
    Tuesday 6 January 2026
    Chang Wah interview: strong lead frame growth despite precious metals shortage
    Post-pandemic inventory digestion for mature semiconductor processes has come to an end. Market conditions have rebounded amid tariff-hedging and precautionary stocking, driving Taiwan's...
    Friday 2 January 2026
    CXMT logs first annual profit on DRAM price rebound

    ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in global...

    Wednesday 31 December 2025
    Taiwanese network IC designs to benefit from rising telecom restocking in 2026
    Market inventory destocking in the networking supply chain is nearing its end, with telecom operators significantly increasing restocking for network infrastructure since the second...
    Tuesday 30 December 2025
    Four major companies get priority from memory suppliers as shortage hits PC brands
    Memory prices are soaring as much as four to five times year-over-year. PC brand vendors that were originally expected to gradually finalize supply contracts with memory makers by...
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    Research Report Database
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook