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    Exclusive: US battery push faces EV headwinds, but energy storage boom offers relief
    5min ago
    Apple puts its chip architect in charge of all hardware as CEO transition looms
    7min ago
    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED REVENUE
    Tuesday 21 April 2026
    APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
    Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
    Tuesday 21 April 2026
    Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
    Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
    Monday 20 April 2026
    Analysis: How TSMC avoids memory's boom-and-bust cycle
    Ahead of TSMC's earnings call, DIGITIMES senior analyst Luke Lin explained that TSMC typically does not revise its full-year revenue forecast or capital expenditure during...
    Monday 20 April 2026
    AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
    AI GPUs, CPUs, and ASICs are driving demand for increasingly larger sizes and higher layer counts in substrate technology. The supply-demand gap for high-end ABF substrates continues...
    Monday 20 April 2026
    AI boom lifts Taiwan's chip testing firms to record 1Q26
    As artificial intelligence chips increasingly migrate to advanced manufacturing nodes, the complexity — and duration — of semiconductor testing is rising sharply. That...
    Monday 20 April 2026
    Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
    China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
    Monday 20 April 2026
    Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

    Introduction

    Monday 20 April 2026
    South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
    South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...
    Monday 20 April 2026
    Chinese conglomerate makes entry into memory sector as AI drive structural shift
    On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...
    Monday 20 April 2026
    Brands boost wearable device sales to offset smartphone shipment pressure
    Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
    Monday 20 April 2026
    Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

    Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory...

    Monday 20 April 2026
    MSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO
    Micraft System Plus (MSP+), a supplier of mass transfer and laser technology equipment, will officially open its new Yangmei factory in northern Taiwan in May 2026, significantly boosting...
    Sunday 19 April 2026
    Largan eyes FAU opportunity as smartphone downgrades loom
    Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    Sunday 19 April 2026
    ASE's CoPos advanced packaging accelerates as Skytech and CMIt boost equipment deliveries
    AI and high-performance computing (HPC) are driving increasingly stringent chip performance demands, marking a pivotal shift in advanced packaging technology from traditional wafers...
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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