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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    3h 39min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    3h 39min ago
    Middle East conflict drives up electronic industry costs and delays
    3h 39min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    3h 39min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
    3h 39min ago
    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
    3h 39min ago
    NEWS TAGGED REVENUE
    Friday 27 March 2026
    CXMT revenue doubles on AI-driven memory boom ahead of major China IPO

    ChangXin Memory Technologies (CXMT) more than doubled revenue to about US$8 billion in 2025, as surging demand from artificial intelligence...

    Friday 27 March 2026
    Data Image eyes 1H26 growth, with drone and unmanned vehicle displays ramping up in 4Q26
    Specialized display maker Data Image is eyeing year-on-year revenue growth in the first half of 2026, with results expected from several product lines. In addition, the company has...
    Friday 27 March 2026
    DRAM ASPs surged up to 80% QoQ in 1Q26, fueling US$1 trillion chip boom and supply squeeze, says Omdia analyst

    The global semiconductor industry is set to surpass the US$1 trillion revenue mark in 2026, driven by accelerating artificial intelligence...

    Friday 27 March 2026
    Brightek targets automotive, smart sensing for growth
    LED packaging firm Brightek Optoelectronics completed its factory relocation in 2025 and secured approval from major clients. Brightek general manager CH Tzeng said the company will...
    Thursday 26 March 2026
    Innos set for late April listing on TPEx, riding advanced packaging boom
    Probe card automation equipment maker Innostar Service (Innos) is expected to list on the Taipei Exchange (TPEx) main board in late April 2026. With artificial intelligence (AI) applications...
    Thursday 26 March 2026
    Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
    Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales...
    Thursday 26 March 2026
    Arm's self-developed chip sparks cross-industry clash, TSMC-backed GUC faces impact
    Arm has officially unveiled its first fully self-designed physical chip, the Arm AGI CPU, targeting data center mass production. The announcement came at the Arm Everywhere conference...
    Thursday 26 March 2026
    Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
    Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
    Wednesday 25 March 2026
    Yesiang pioneers regenerative filters and CaaS subscription, eyes double-digit growth in 2026
    Yesiang, a global leader in advanced process micro-contamination control filters, is set to enter a double-digit revenue growth trajectory by 2026 through its innovative regenerative...
    Wednesday 25 March 2026
    TYC Brother strengthens AM and OEM dual-track strategy, with North America plant set to contribute in 2027
    Aftermarket (AM) automotive lighting manufacturer TYC Brother Industrial posted NT$24.42 billion (US$763 million) in consolidated revenue in 2025, marking a recent high as the company...
    Wednesday 25 March 2026
    Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy
    Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...
    Wednesday 25 March 2026
    Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure
    On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...
    Wednesday 25 March 2026
    Global semiconductor market rebounds in 2025 with AI-led expansion
    According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
    Tuesday 24 March 2026
    DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
    Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
    Tuesday 24 March 2026
    Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
    Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
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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