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    US imports from Taiwan surpass China amid AI-driven supply chain shift
    9h 59min ago
    Nvidia CEO hinted at 3D IC chip stacking memory atop GPU for GTC
    9h 59min ago
    Japanese automakers shift to NACS charging standard, pressuring CHAdeMO's future
    9h 59min ago
    Chinese automakers capture Europe's electrification gap with PHEV sales and carbon credit gains
    10h ago
    Japan's PC shipments plunged in January amid consumer memory price concerns
    10h 0min ago
    NEWS TAGGED REVENUE
    Wednesday 25 February 2026
    IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

    Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

    Wednesday 25 February 2026
    Unimicron names UMC's SC Chien chair in substrate strategy shift
    Unimicron held an investor conference on 25 February 2026. A day earlier, its board approved the appointment of UMC co-president SC Chien as chairman and group chief strategy officer...
    Wednesday 25 February 2026
    Chart: Why Taiwan's OSAT sector just flipped the switch

    The latest January revenue data for Taiwan's Outsourced Semiconductor Assembly and Test (OSAT) sector—disclosed this month—confirms...

    Wednesday 25 February 2026
    TSMC's record profits signal AI boom far from over
    Blowout earnings from TSMC in 2025 — and an even more bullish outlook for 2026 — have reignited investor enthusiasm across the global semiconductor sector. Attention is...
    Wednesday 25 February 2026
    PGC profits rebound in 2025 with sub-12nm processes exceeding 70% of revenue
    Benefiting from a continued increase in high-end process non-recurring engineering (NRE) projects, Progate Group Corporation (PGC) reported fourth-quarter 2025 revenue of NT$415 million...
    Wednesday 25 February 2026
    HP posts AI-driven revenue gains, but memory costs cloud outlook
    HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...
    Wednesday 25 February 2026
    ChipMOS raises memory test prices again, signs 3-year capacity contract
    ChipMOS returned to profitability in 2025 after a fourth-quarter 2025 rebound driven by memory shortages and higher test prices, and the company forecasts a stronger second-half performance...
    Wednesday 25 February 2026
    Analysis: OpenAI's spending cut is not what it seems; AI infrastructure partners remain on track
    A recent OpenAI disclosure has reignited debate about the company's AI infrastructure ambitions — but the alarm is largely misplaced. According to CNBC, OpenAI told...
    Wednesday 25 February 2026
    TI posts rare first-quarter growth driven by turn orders and data center momentum
    Texas Instruments (TI) has provided a revenue guidance range of US$4.32 billion to US$4.68 billion for the first quarter of 2026. This outlook reflects significantly stronger seasonality...
    Wednesday 25 February 2026
    Texas Instruments posts mixed fourth-quarter 2025 results as data center strength offsets consumer weakness
    Texas Instruments reported mixed results for the fourth quarter of 2025, with year-on-year growth supported by industrial and data center demand but sequential declines across most...
    Tuesday 24 February 2026
    Huawei tops US$128bn in 2025 — but growth cools to 2%

    Huawei's 2025 annual revenue exceeded CNY880 billion (US$127.6 billion), driven by artificial intelligence and its HarmonyOS ecosystem...

    Tuesday 24 February 2026
    Chart: Small specialists outrun giants in Taiwan's semiconductor materials market

    Following the February 10th disclosure deadline for Taiwan-listed companies, the January 2026 revenue reports for the semiconductor materials sector...

    Tuesday 24 February 2026
    Acer targets 4 non-core sectors to boost resilience in 50th year
    Acer is marking its 50th anniversary in 2026 by redefining its core and non-core businesses, aiming to strengthen group resilience through expansion into four promising non-core sectors:...
    Tuesday 24 February 2026
    Generative AI forces rethink of SaaS pricing and product design, Appier says
    Generative AI has prompted market doubts about the traditional software-as-a-service growth model, contributing to recent weakness in SaaS stocks and eroding investor confidence, Appier...
    Tuesday 24 February 2026
    CMAT sees order visibility extending two quarters ahead as test interface structural precision upgrades
    The rapid development of AI and high-performance computing (HPC) chips is providing long-term demand support for the semiconductor advanced testing interface supply chain, driving...
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    Research Report Database
    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
    iMetricjVeeam Q1 E2E Cyber V ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook