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    Inside the strategy of Anthropic's CFO as AI spending surges
    14min ago
    AI chip rivalry escalates: ABF substrate sells out for Unimicron, Kinsus, Nan Ya PCB
    16min ago
    AI boom lifts Taiwan's chip testing firms to record 1Q26
    27min ago
    NEWS TAGGED REVENUE
    Monday 20 April 2026
    Naura revenue climbs on China chip tool demand, margins tighten amid rising costs and competition
    China semiconductor equipment maker Naura Technology delivered strong 2025 revenue growth on rising chip tool demand and domestic substitution, but weaker margins and intensifying...
    Monday 20 April 2026
    Global wafer foundry industry and status, 2026: AI-driven growth and fierce competition

    Introduction

    Monday 20 April 2026
    South Korea's DeepX moves DX-M1 AI chip into mass production; builds up inventory to address supply constraints
    South Korean AI semiconductor startup DeepX has entered mass production and supply for its in-house neural processing unit (NPU), the DX-M1, as it seeks to scale revenue amid tightening...
    Monday 20 April 2026
    Chinese conglomerate makes entry into memory sector as AI drive structural shift
    On April 17, Security Times reported that Beijing New Space-time Technology (Time Space Technology) plans to acquire Shenzhen-based memory module maker Powev Electronic Technology...
    Monday 20 April 2026
    Brands boost wearable device sales to offset smartphone shipment pressure
    Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
    Monday 20 April 2026
    Cerebras revives IPO bid as AI boom fuels growth and high-profile partnerships

    Cerebras Systems has renewed its push to go public, filing for an initial public offering (IPO) after shelving an earlier attempt amid regulatory...

    Monday 20 April 2026
    MSP+ eyes 2026 growth with new Yangmei plant, advances in Micro LED and CPO
    Micraft System Plus (MSP+), a supplier of mass transfer and laser technology equipment, will officially open its new Yangmei factory in northern Taiwan in May 2026, significantly boosting...
    Sunday 19 April 2026
    Largan eyes FAU opportunity as smartphone downgrades loom
    Optical lens giant Largan held its first quarter of 2026 earnings call on April 16, hosted by chairman En-Ping Lin. The company posted 7% year-on-year revenue growth — but headwinds...
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    Sunday 19 April 2026
    ASE's CoPos advanced packaging accelerates as Skytech and CMIt boost equipment deliveries
    AI and high-performance computing (HPC) are driving increasingly stringent chip performance demands, marking a pivotal shift in advanced packaging technology from traditional wafers...
    Sunday 19 April 2026
    Taiwan's MiTAC shifts from hardware to integrated mobility solutions
    Despite a challenging auto market in 2026, MiTAC remains confident it can sustain double-digit growth. President Steve Chang says the company's next phase will be defined by the integration...
    Saturday 18 April 2026
    TSMC's Q1 2026 earnings call: five signals hidden in plain sight
    TSMC's first-quarter 2026 earnings call delivered the expected headline numbers — $35.9 billion in revenue, a 66.2% gross margin, and full-year revenue growth guidance raised...
    Saturday 18 April 2026
    Largan expects full capacity in 2H26; FAU customer details remain undisclosed
    Leading optical lens manufacturer Largan Precision held its first-quarter 2026 earnings call on April 16, reporting consolidated revenue of NT$15.54 billion (approx. US$492.37 million)...
    Friday 17 April 2026
    Lens Technology swings to loss on weak smartphone demand, FX pressure
    Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...
    Friday 17 April 2026
    Commentary: Robots are selling, but profits are not; data is the real prize

    Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

    1/163 pages
    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