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    Foxconn advances AI supply chain localization, spliting work between US-Mexico
    Mar 31, 18:06
    Memory price surge to slash US PC shipments by 13% in 2026
    Mar 31, 18:06
    Micron advances GDDR stacking technology to compete in post-HBM era
    Mar 31, 18:06
    China's Longsys advances AI-driven memory controller architecture with SPU innovation
    Mar 31, 18:06
    AMEC acquired Sizone Tech to expand CMP capabilities and outlined 2026 strategy
    Mar 31, 18:06
    NEWS TAGGED REVENUE
    Monday 23 March 2026
    Konica Minolta to expand AI chip inspection optics capacity 2.6x by 2027

    Japanese optical component and office equipment maker Konica Minolta said on March 18 it will scale up its optical components business for...

    Monday 23 March 2026
    Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
    Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...
    Monday 23 March 2026
    Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
    Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...
    Monday 23 March 2026
    Apple cuts China App Store fees as AI agents threaten app economy
    Apple will cut App Store commissions in China from March 15, lowering the standard rate from 30% to 25% and discounted tiers for small developers and selected programs from 15% to...
    Saturday 21 March 2026
    MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026
    With silicon photonics (SiPh) demand surging, MA-tek chairwoman Yong-Fen Hsieh announced the company has secured major orders from the world's three largest customers, driving revenue...
    Friday 20 March 2026
    Global top-3 memory maker status, 1Q 2026

    Introduction

    Friday 20 March 2026
    Research Insight: AI reshapes Taiwan's PCB industry around high-end capacity and materials
    DIGITIMES observes that as demand surges for AI servers, high-speed switches, optical communication modules, and edge AI devices, Taiwan's PCB industry is undergoing a structural...
    Friday 20 March 2026
    Memory price surge drives Transcend's 15x profit growth in January 2026
    Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
    Friday 20 March 2026
    Alibaba outlines US$100 billion AI roadmap as cloud growth accelerates
    Alibaba Group Holding set out an expansive artificial intelligence strategy targeting more than US$100 billion in combined cloud and AI revenue within five years, as strong demand...
    Friday 20 March 2026
    Alibaba's AI and cloud growth cushions slowing earnings but raises profit questions
    Alibaba Group reported modest overall revenue growth while disclosing a sharp fall in operating income, underlining a tension between investment-led expansion in AI and near-term p...
    Friday 20 March 2026
    AI tailwinds and global reach put Topco on track for double-digit growth in 2026
    Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
    Friday 20 March 2026
    TPK profit jumps as OLED tablets lift touch module pricing
    Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...
    Friday 20 March 2026
    Allied Circuit sees server, IPC market growth boosting 2H26 outlook
    Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...
    Friday 20 March 2026
    Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
    Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...
    Friday 20 March 2026
    Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

    As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

    5/156 pages
    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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook