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    China's solar industryon the brink of collapse as tax policy and technology shifts
    Jan 15, 18:11
    US remote access security act tightens GPU use controls, challenges China's overseas AI deployments
    Jan 15, 17:54
    China's state media signals potential entry for SK Hynix and Samsung amid AI memory boom
    Jan 15, 17:54
    Huawei matches Nvidia's China AI chip market share in 2025, potential to overtake by 2026
    Jan 15, 17:54
    China's solar export tax rebates phase out signals subsidy era end
    Jan 15, 17:54
    Foxconn becomes key hardware partner in Apple's AI strategy from edge to cloud
    Jan 15, 17:54
    NEWS TAGGED GROWTH
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
    Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
    Friday 16 January 2026
    Foxconn, SoftBank deepen AI ties through sports sponsorships
    Hon Hai Precision Industry (Foxconn) announced on January 14 that the 2026 Taiwan Foxconn Ladies Golf Tournament, which it sponsors, has officially been elevated to a main tour event...
    Friday 16 January 2026
    Memory supply shortage to boost secondhand smartphone market growth
    The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    Samsung India business outlook brightened by AI and connected home offerings

    Samsung Electronics is projecting a "positive and bright" business outlook for India in 2026, citing improving consumer sentiment and...

    Thursday 15 January 2026
    CES 2026 insights: Taiwan IC designers push beyond consumer markets
    The 2026 Consumer Electronics Show (CES 2026) has concluded, with global IC design leaders including Nvidia, Qualcomm, and Advanced Micro Devices focusing on automotive and robotics...
    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 15 January 2026
    Apple's services segment drives record revenue growth in 2025 amid slowing hardware sales
    Apple Inc.'s service division continued to break records through 2025, with strong performance from the App Store, Apple Pay, Apple Music, and Apple TV supporting the company's expanding...
    Thursday 15 January 2026
    TSMC retains pricing power using Apple and AI dual structure
    Generative AI is reshaping TSMC's customer structure. While Apple remains TSMC's largest single customer by revenue share, the rapid growth of high-performance computing (HPC) businesses...
    Thursday 15 January 2026
    Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
    Syntec Technology has reported a 29% increase in consolidated revenue for 2025, reaching NT$13.96 billion (approx. US$441 million), up 29% from the previous year, reflecting steady...
    Thursday 15 January 2026
    Taiwan OTT growth stalls with viewership and subscriptions dropping, NCC reports
    The National Communications Commission (NCC) recently released its Communications Market Report, revealing that Taiwan's over-the-top (OTT) streaming service market has shown signs...
    Thursday 15 January 2026
    CES 2026 insights: AI PC penetration to exceed 50%, physical AI leads market
    Digitimes hosted its CES 2026 Technology Insights Seminar on January 14, 2026. In his opening remarks, Digitimes Deputy Director Tom Lo stated that the penetration of artificial intelligence...
    Thursday 15 January 2026
    Aurotek posts record revenue in December 2025 and full-year results amid strong demand
    Aurotek Corp. reported historic revenue figures for December 2025 and the full year, driven by growth in smart manufacturing, automation equipment, and robotics. The company recorded...
    Thursday 15 January 2026
    Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
    Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite...
    1/152 pages
    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook