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    Analysis: NVLink licensing reshapes semiconductor alliance; potential Broadcom truce
    15min ago
    NEWS TAGGED GROWTH
    Tuesday 7 April 2026
    Acer's smart mobility sector to hit double-digit growth in 2026
    Acer's smart mobility strategy is beginning to show results. The company expects the overall industry to rebound in 2026 and anticipates its smart mobility to expand, with full-year...
    Monday 6 April 2026
    China 2.5D packaging demand surges, supporting Korean backend equipment growth
    China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
    Sunday 5 April 2026
    China storage module maker Techwinsemi gains from AI-driven NAND cycle, expands smartphone ties
    AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
    Saturday 4 April 2026
    Taiwan space body makes global push with EU and US expo debut
    Taiwan has spent the past decade quietly assembling one of Asia's most capable space industries, with more than 250 companies now active across satellites, rockets, and related systems...
    Saturday 4 April 2026
    Semco raises ABF substrate prices as AI server demand surges
    The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
    Saturday 4 April 2026
    Memory interface chip maker Montage sees DDR5 surge drive 2025 growth
    Montage Technology reported full-year 2025 revenue of CNY5.46 billion (US$750 million), up 49.9% year on year, while net profit rose 58.4% to CNY2.24 billion, broadly in line with...
    Saturday 4 April 2026
    New contender to Starlink: Amazon in talks to acquire Globalstar
    Amazon is in advanced discussions to acquire the satellite communications provider Globalstar, a move that could significantly strengthen its ambitions in low-Earth orbit broadband...
    Thursday 2 April 2026
    Taiwan car market shows structural shifts, with Tesla deliveries surging
    Taiwan's auto market showed strong momentum in March 2026, with total vehicle registrations reaching 39,318 units — a sharp 78.4% jump from February — signaling a broad...
    Thursday 2 April 2026
    South Korea exports hit record US$86bn, chip demand drives breakout above US$80bn
    South Korea's exports climbed to a record US$86.1 billion in March 2026, marking the first time monthly shipments have exceeded the US$80 billion threshold, even as the Middle East...
    Thursday 2 April 2026
    Up Young targets double-digit revenue growth in 2026 through business and brand expansion
    Taiwan-based air conditioner and commercial laundry machine distributor Up Young Cornerstone plans to focus its 2026 operations on two core strategies: group upgrades, and the development...
    Thursday 2 April 2026
    Opportunity in DeepSeek's turbulence: Z.ai sets sight on 'Chinese Anthropic' with API, token strategy

    In late March 2026, a series of developments converged to reshape sentiment in the large model sector. Anthropic faced a major source code...

    Thursday 2 April 2026
    Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle
    Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...
    Thursday 2 April 2026
    ACME sees AI-driven shipment growth; oil price surge boosting EV demand turnaround
    Benefiting from the AI infrastructure boom, Taiwan-based soft magnetic ferrite core and silicon carbide (SiC) powder supplier Acme Electronics Corporation (ACME) expects growth in...
    Thursday 2 April 2026
    Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

    Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

    Thursday 2 April 2026
    Ennoconn advances retail solutions with integrated hardware and services
    Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million)...
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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
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook