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    Thursday 2 April 2026
    Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

    Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

    Thursday 2 April 2026
    China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk
    China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...
    Wednesday 1 April 2026
    Nexchip applies for HK listing amid mature-node expansion
    Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
    Wednesday 1 April 2026
    OpenAI raises record US$122 billion, paving way for superapp pivot
    OpenAI has closed a record-breaking US$122 billion funding round, valuing the company at US$852 billion, according to CNBC. The raise — the largest in Silicon Valley...
    Wednesday 1 April 2026
    Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

    Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

    Wednesday 1 April 2026
    SDI targets AI and heat spreader growth
    Power leadframe manufacturer SDI said it is benefiting from the gradual ramp-up of new applications related to artificial intelligence (AI), with around 40 new AI product projects...
    Wednesday 1 April 2026
    Geopolitical jitters shake markets as AI shores up Taiwan's economic future
    As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...
    Wednesday 1 April 2026
    China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

    As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

    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...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
    Wednesday 1 April 2026
    Cyberbiz advances AI productization and Asia-Pacific logistics
    E-commerce solution provider Cyberbiz is focusing on AI productization, cross-border commerce, and smart warehousing in 2026, aiming to capture growth from brand vendors' overseas...
    Wednesday 1 April 2026
    Ennoconn backlog signals major North American revenue ramp from 2Q26
    Ennoconn Technology reported sustained 2025 growth and a healthy backlog that could drive significant revenue in 2026, even after divesting its computer module subsidiary under Kontron...
    Wednesday 1 April 2026
    Top 10 Chart: Taiwan's chip toolmakers re-rated as AI bottlenecks trump scale
    The first quarter of 2026 has marked a decisive shift in how Taiwan's semiconductor equipment sector is valued. While February's accumulated revenue rankings continue to reflect the...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook