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Thursday 18 December 2025
Micron's blowout quarter underscores tightening memory supply and rising AI leverage
Micron Technology's latest financial results point to a deepening structural upswing in the memory market, with AI-driven demand pushing pricing, margins, and investment plans higher,...
Thursday 18 December 2025
MilDef Crete to double rugged PC output amid defense order surge
MilDef Crete, a Taiwan-based maker of rugged computers, is accelerating a major capacity expansion as rising global defense spending fuels a surge in military orders, positioning...
Tuesday 16 December 2025
Commentary: Broadcom and MediaTek face profit challenges amid growing ASIC orders
Broadcom reported strong AI-related order growth but noted lower gross margins for ASIC products compared to non-AI items, causing market uncertainty about 2026 revenue. Industry...
Tuesday 16 December 2025
Smartphone industry faces cost challenges in 2026 amid memory shortages and rising prices
The smartphone industry is facing considerable cost challenges in 2026 amid ongoing memory supply shortages and rising prices. This situation is expected to lead to a 1.6% decrease...
Tuesday 16 December 2025
Ledtech strengthens global cold chain lighting position, eyes 2026 growth
LED packaging and lighting module manufacturer Ledtech has reinforced its operational foundation in recent years, reporting a pre-tax profit of NT$19.67 million (US$627,730.56) in...
Friday 12 December 2025
Qisda's Alpha Networks, Hitron back to profit in 3Q25 after two-year slump, signaling market rebound
After two years of industry-wide inventory corrections, Taiwan's networking sector is showing early signs of recovery, with Qisda Group subsidiaries Alpha Networks and Hitron Technologies...
Friday 12 December 2025
Broadcom forecasts surging AI chip demand after record fourth quarter results
Broadcom reported record revenue in the fourth quarter of fiscal year 2025, driven by soaring AI semiconductor demand, and issued an upbeat outlook for the first quarter of fiscal...
Thursday 11 December 2025
AI boom drives memory surge: squeezes Switch 2 margins, pushes up PC prices
Nintendo's stock price has fallen by 20% since reaching a recent peak in August 2025, mainly due to the artificial intelligence (AI) surge that pushed memory prices used in the Nintendo...
Thursday 11 December 2025
Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter...
Thursday 11 December 2025
Oracle’s 2Q earnings pop: Ampere divestiture drives profit surge, resets chip strategy
Oracle reports double-digit revenue growth in the second quarter of fiscal year 2026, with profit nearly doubling year over year after recording a gain from the sale of its stake...
Wednesday 10 December 2025
Hygon–Sugon mega merger collapses in China's compute sector
China's biggest planned consolidation in domestic computing power has collapsed, jolting the sector. Hygon Information Technology and Dawning Information Industry Co. (Sugon) announced...
Monday 8 December 2025
TSMC expansion to drive record earnings for Taiwan engineering contractors through 2026

Taiwan's leading construction engineering contractors are on track to post record results in 2026 as TSMC accelerates advanced fab expansion...

Thursday 4 December 2025
CXMT deepens DDR4 retrenchment; Nanya draws interest from US cloud giants
DDR4 DRAM supply remains severely constrained, with forecasts pointing to elevated pricing through the first half of 2026. Supply-chain sources say China-based CXMT will accelerate...
Wednesday 3 December 2025
Marvell reports strong third-quarter growth driven by data center demand
Marvell Technology reported strong third-quarter results driven by accelerating demand for AI data center products, with revenue, profit, and key business segments posting sharp year-over-year...
Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted...