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    OpenAI facing growing pressure as rivals level up, profitability remains elusive
    9min ago
    CSPs turn to custom silicon to break Nvidia dependence
    14min ago
    Qualcomm, MediaTek strike cautious tone as smartphone market pressures mount
    19min ago
    Largan posts 11% yearly revenue gain despite seasonal slowdown
    21min ago
    Taiwan's drone exports surge, with economics ministry confident in NT$20 billion target
    24min ago
    PSMC narrows losses as DRAM prices and AI demand boost revenue
    24min ago
    Nvidia delays new gaming GPU as AI boom strains memory supply
    36min ago
    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    Feb 5, 18:39
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    Feb 5, 18:38
    South Korea aims to lead global quantum chip manufacturing by 2035
    Feb 5, 18:38
    NEWS TAGGED GROWTH
    Friday 6 February 2026
    ASE Technology posts 3-year profit high on strong advanced packaging orders in 4Q25
    Global outsourced semiconductor assembly and test (OSAT) leader ASE Technology Holding held its earnings call, revealing that robust demand for advanced semiconductor packaging services...
    Friday 6 February 2026
    Wistron posts strongest January on AI server growth
    Wistron reported a record-strong revenue of NT$228.3 billion (US$7.24 billion) in January 2026, marking a 10.5% month-on-month decline but a robust 151.5% year-on-year increase. The...
    Friday 6 February 2026
    Foxconn sees 35% revenue increase in January on AI server demand
    Hon Hai Precision Industry (Foxconn) reported a 35.53% year-over-year increase in revenue for January 2026, reaching NT$730.04 billion (US$23.06 billion), driven by strong demand for...
    Friday 6 February 2026
    Amazon flags US$200 billion capex as AI push overshadows record cloud-led revenue
    Amazon reported record revenue on accelerating cloud growth, but investor attention shifted to its plan to spend about US$200 billion in capital expenditure in 2026. The scale of AI-driven...
    Friday 6 February 2026
    Ventec sees surge in aerospace orders, posts strongest revenue in two years

    Ventec, a specialized manufacturer of copper-clad laminates (CCL), reported that consolidated revenue for January 2026 surpassed NT$400...

    Friday 6 February 2026
    Radbon sees overseas revenue surge on aerospace and defense demand
    Radbon Electronics said it continues to deepen its presence in the aerospace and defense markets, benefiting from robust demand from overseas customers that drove double-digit revenue...
    Friday 6 February 2026
    China smartphone market stumbles at 2025 finish line as December shipments plunge 29%, Apple share slips below 15%
    China's smartphone market ended 2025 on a weaker note than expected, despite Apple's strong fourth-quarter earnings and the early success of the iPhone 17. December shipments fell...
    Friday 6 February 2026
    CHPT sees AI, AP drive load board shipments with January revenue up
    Chunghwa Precision Test Tech (CHPT) reported year-over-year and month-over-month revenue growth in January. The surge was mainly driven by strong demand for AI, application processor...
    Friday 6 February 2026
    MediaTek CEO warns of smartphone demand challenges in 2026, while Pegatron chairman sees growth in emerging markets
    During MediaTek's earnings call on February 3, CEO Rick Tsai cautioned that smartphone demand is expected to encounter difficulties in 2026. Contrasting this outlook, Pegatron chairman...
    Thursday 5 February 2026
    Memory shortage weighs on Qualcomm, Arm as smartphone chip sales slow

    Arm Holdings reported fiscal third-quarter revenue growth of 26% from a year earlier, supported by gains in licensing and royalties, while...

    Thursday 5 February 2026
    Renesas posts first annual loss in six years as 1Q26 margin rebounds to 32%
    Renesas Electronics forecast a sharp improvement in profitability for the January to March quarter as growth in data center and other industrial infrastructure demand offsets weakness...
    Thursday 5 February 2026
    Skytech delivers self-made PLP equipment, eyes record 2026 growth
    As advanced packaging technologies continue to evolve toward larger sizes and panel formats, Skytech CEO George Yi stated that in response to the key process requirements of next-generation...
    Thursday 5 February 2026
    Adata sees January revenue nearly triple, as memory prices hold in 2026
    The ongoing tight supply of memory chips globally has driven contract price surges for DRAM and NAND flash. As a result, memory module maker Adata Technology once again reported explosive...
    Thursday 5 February 2026
    Qualcomm reports record 1QFY26 results, flags memory constraints in near-term outlook
    Qualcomm reported record financial results for its fiscal first quarter of 2026, while guiding lower for the current quarter as memory supply constraints begin to weigh on handset...
    Thursday 5 February 2026
    MediaTek projects strong growth in cloud ASIC market, aims for US$1 billion revenue by 2026
    At its February 4 earnings call, MediaTek outlined a robust outlook for its application-specific integrated circuit (ASIC) business, with CEO Rick Tsai Lixing projecting the cloud...
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    KLA
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook