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    Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology
    28min ago
    NEWS TAGGED REVENUE
    Monday 2 March 2026
    Memory price surge spreads to servers; Wiwynn flags sharp post-holiday cost jump

    Memory price increases are beginning to affect the server market. Wiwynn said that in 2025, server customers and memory suppliers were protected...

    Monday 2 March 2026
    Trade tensions deepen Nvidia and TSMC's strategic grip on AI infrastructure
    As expected, Nvidia delivered another strong earnings beat for the fourth quarter of its fiscal 2026, reinforcing the view that global demand for AI computing remains resilient despite...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Monday 2 March 2026
    Nvidia confirms liquid cooling as standard, boosting supply chain revenue outlook
    Nvidia delivered a strong fourth quarter fiscal year 2026 earnings report and issued an optimistic forecast, driven by robust sales of its GB architecture AI servers. Notably, liquid...
    Monday 2 March 2026
    Radiant Optoelectronics pursues AR and metalens growth, aims for 2028 breakthrough
    Backlight module supplier Radiant Optoelectronics has invested over NT$10 billion (US$318.16 million) in acquisitions under company chairman Yu-Chao Wang's leadership while advancing...
    Monday 2 March 2026
    Daxin Materials eyes 30% revenue growth in key raw materials by 2026
    Daxin Materials achieved strong gains in semiconductor materials in 2025, expanding its product lineup to 12 items. The company plans to introduce three to five new products in 2026,...
    Sunday 1 March 2026
    Taiwan's Fitipower eyes stronger year as AI and edge chips gain traction
    Fitipower, a Taiwanese driver IC and semiconductor supplier, offered a cautiously optimistic outlook for 2026 during its February 25 investor briefing. Chairman Young Lin said the...
    Sunday 1 March 2026
    Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
    Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
    Sunday 1 March 2026
    BizLink advances modular integration to boost data center interconnect growth
    Despite no signs of a slowdown in AI infrastructure investments by global cloud service providers (CSPs), debates about a potential AI bubble persist. BizLink CEO Felix Teng emphasized...
    Sunday 1 March 2026
    BenQ Materials to regain momentum as medical business anticipates double-digit growth
    Affected by a downturn in its display materials business and the appreciation of the New Taiwan dollar against the US dollar, BenQ Materials fell into losses in 2025. Its medical business,...
    Saturday 28 February 2026
    Quanta posts record 2025 profit, eyes AI-led growth in 2026

    Stronger-than-expected results from Nvidia were reflected in its manufacturing partners. Quanta reported fourth-quarter 2025 earnings per...

    Friday 27 February 2026
    Wiwynn's AI products exceed 50% of sales in 2025, revenue and profit double
    US cloud service providers (CSP) continue to invest heavily in artificial intelligence (AI), with Nvidia's latest fourth-quarter fiscal 2026 earnings report showing record-high revenue,...
    Friday 27 February 2026
    Yageo sees strong 1Q26 on AI orders; memory shortage yet to hit demand

    Yageo CEO David Wang said that although seasonal factors reduced working days from the previous quarter, capacity utilization is expected...

    Friday 27 February 2026
    Chart: Five key takeaways from Taiwan's IC design sector's early 2026 revenue surge

    Taiwan's IC design landscape is undergoing a massive structural shift. Early 2026 revenue data reveals a dual-track performance: while established...

    Friday 27 February 2026
    Lite-on doubles down on AI power as consumer markets dim
    Lite‑on Technology reported strong 2025 operational results and forecast sustained double‑digit quarterly growth for 2026, while flagging consumer and ICT demand headwinds...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook