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    TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
    8min ago
    China reportedly considers export curbs on advanced solar manufacturing equipment to the US
    15min ago
    YMTC to ramp Wuhan fab in 2026, new capacity unlikely before 2028, oversupply risks seen limited
    35min ago
    Taiwan auto parts industry faces transformation pains amid rising costs and AI adoption
    Apr 15, 17:59
    Mobile manufacturers adapt to soaring key component prices with strategic measures
    Apr 15, 17:59
    Middle East turns to East Asia for alternative air defense amid US supply delays
    Apr 15, 17:59
    US intensifies efforts to remove red supply chains, boosting Taiwan's robot supply chain with one-stop strategy
    Apr 15, 17:59
    NEWS TAGGED RECOVERY
    Tuesday 14 April 2026
    Yaskawa Electric sees AI robot, chip demand boost profits

    Japan's Yaskawa Electric is pointing to a turning point in its earnings trajectory, with AI-driven robotics and semiconductor equipment...

    Monday 13 April 2026
    Pegatron reports modest recovery as shipments pick up
    Pegatron on April 10 reported March revenue of NT$83.97 billion (US$2.6 billion), rebounding more than 20% from February's low of NT$67.98 billion, as production normalized after a...
    Friday 10 April 2026
    TSMC smashes records with massive 45% revenue surge in March

    Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

    Friday 10 April 2026
    Samsung's consumer electronics divisions show signs of recovery

    Samsung Electronics is beginning to see early signs of stabilization in its Visual Display (VD) and Digital Appliances (DA) divisions,...

    Monday 6 April 2026
    Smartphone order cuts hit IC design as recovery pushes to 2027
    Market sentiment toward the 2026 smartphone outlook has turned increasingly pessimistic. On the supply side, rising component costs have expanded beyond memory to include across-the-board...
    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Wednesday 1 April 2026
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
    Tuesday 31 March 2026
    Machine tool makers eye 2026 recovery, mull price hikes amid war-driven cost pressures
    After several years of decline, the machine tool industry is turning cautiously optimistic for 2026. However, geopolitical risks—particularly the US-Iran conflict—have...
    Thursday 26 March 2026
    Hiwin order surge signals industrial recovery amid geopolitical and cost risks
    Hiwin Technologies reported stronger-than-expected order momentum, driven largely by demand for semiconductor equipment, artificial intelligence (AI) infrastructure, automation, robotics,...
    Wednesday 25 March 2026
    Taiwan Mask poised for advanced packaging growth in 2H26 off semiconductor rebound
    Riding a semiconductor industry recovery and AI-driven demand for advanced packaging, Taiwan Mask Corporation (TMC) President Lidon Chen said the company expects significant and substantial...
    Wednesday 25 March 2026
    Global semiconductor market rebounds in 2025 with AI-led expansion
    According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
    Thursday 12 March 2026
    Clevo leans into high-end notebooks as 2025 results show modest recovery
    Clevo reported a high-end pivot in its notebook business, selling 1.39 million units and posting notebook revenue of NT$17.4 billion (approx. US$546 million) in 2025, with consolidated...
    Wednesday 11 March 2026
    Jarllytec expects short-term trough as new hinge shipments begin
    Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...
    Tuesday 3 March 2026
    Strait of Hormuz threat tests South Korea's memory recovery
    After the US and Israel launched joint air strikes on Iran, Middle East tensions escalated sharply. South Korea activated an emergency response system, with Prime Minister Kim Min-seok...
    Tuesday 3 March 2026
    Luna's LifeOS One AI source for all health data

    Luna, the health-tech company behind the Luna Ring today announced the launch of LifeOS V1, a foundational upgrade to the Luna Ring that introduces one of the first truly...

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    TechForum0520
    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