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    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    41min ago
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    43min ago
    Chenbro highlights four risk factors amid promising AI server outlook
    49min ago
    Apple finalizes book-style design for foldable iPhone
    1h 6min ago
    US-Iran war disrupts helium supply chain for South Korean semiconductor firms
    1h 6min ago
    Semcos secures exclusive ABF substrate orders for Tesla AI chips for 2027
    1h 6min ago
    NEWS TAGGED SHIPMENTS
    Wednesday 11 March 2026
    Jarllytec expects short-term trough as new hinge shipments begin
    Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...
    Wednesday 11 March 2026
    Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
    Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
    Wednesday 11 March 2026
    NB ODMs see no clear early pull-in, 1Q26 shipments to decline double digits
    Memory shortages and price increases continue to escalate. To avoid even higher prices, vendors are shipping products sooner rather than later. However, two major notebook ODMs, Quanta...
    Tuesday 10 March 2026
    Notebook shipment update, January 2026

    Introduction

    Tuesday 10 March 2026
    Zheng Hsing sees steady 2025 performance as Vietnam shift and Turvo support sustain operations
    Zheng Hsing maintained stable operations throughout 2025, supported by steady core business shipments and subsidiary performance. The company reported consolidated revenue of NT$8.104...
    Tuesday 10 March 2026
    Samsung bets on Galaxy S26 to beat the odds in Taiwan
    Samsung has opened preorders in Taiwan for the Galaxy S26 series, its latest flagship smartphone lineup. The launch comes amid cautious industry sentiment surrounding smartphone de...
    Tuesday 10 March 2026
    Coretronic delays some imaging product deliveries due to Middle East conflict
    Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative...
    Tuesday 10 March 2026
    Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

    Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

    Monday 9 March 2026
    Japan reportedly weighs US display plant with JDI to counter China's LCD dominance
    Japan is in talks with Japan Display Inc. (JDI) to include a US display factory in a broader US$550 billion investment package for the US, a move aimed partly at reducing reliance...
    Monday 9 March 2026
    Taiwan server makers race to add quantum capabilities to protect future orders

    AI servers priced roughly ten times higher than conventional servers now dominate global shipments, with about 90% assembled in Taiwan....

    Monday 9 March 2026
    Chinese optics firms shift from smartphones toward higher-end applications
    China's optical industry is undergoing a structural shift away from smartphones toward higher-end applications as Sunny Optical, OFILM Group, and Q Technology each followed distinct...
    Monday 9 March 2026
    Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
    Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
    Monday 9 March 2026
    LEO satellite boom pressures Taiwanese PCB suppliers as shipments ramp up
    The global space communication industry is expanding as the commercialization of low Earth orbit (LEO) satellites accelerates, with upstream printed circuit board (PCB) suppliers like...
    Monday 9 March 2026
    US weighs global AI chip export licensing to curb third-country diversion
    The White House is reportedly drafting a new regulatory framework that would tighten US oversight of global AI chip exports. This move could reshape how advanced computing power is...
    Monday 9 March 2026
    Samsung keeps Galaxy S26 price hikes modest in Taiwan as memory costs rise
    Samsung Electronics officially unveiled its annual flagship Galaxy S26 series and Galaxy Buds4 Bluetooth earphones on February 26, with Taiwan promotions announced on March 4. Rising...
    1/51 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