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    Home Tech
    Jan 23
    TSMC reveals dual purpose behind Chiayi AP7 plant as Yunlin expansion looms
    Jan 30
    ASML gains from rising EUV demand and US chip spending
    Jan 30
    China approves DeepSeek's Nvidia H200 chip purchase, but conditions still pending
    SEMICONDUCTORS
    Jan 30
    South Korea NAND flash gains strategic role in next-gen AI infrastructure

    With artificial intelligence (AI) technology advancing at a breakneck pace—particularly as applications move from the training phase to inference—demand for high-capacity, high-performance storage in data centers and embedded devices is surging. Once considered a low-margin segment prone to market volatility, NAND flash has taken on a new strategic role in Nvidia's blueprint for next-generation AI infrastructure, becoming an indispensable component for AI inference workloads.

    Jan 30
    MediaTek, Alchip, Marvell clash for ASIC runner-up spot
    The competition among cloud service providers (CSPs) and AI companies for application-specific integrated circuits (ASICs) has entered a new phase with Microsoft officially launching its Maia 200 chip. Industry forecasts indicate that 2027 will be a breakout year when multiple major players ramp up ASIC production simultaneously.
    Feb 1, 10:56
    Transsion profits halved in 2025 because of memory price increases
    The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as a leading brand in emerging markets, has become one of the first handset vendors to be clearly hit by this wave of memory price increases. On the evening of January 29, 2025, Transsion announced its earnings forecast for full-year 2025, estimating annual revenue of CNY65.568 billion (US$9.4 billion), down about 4.6% year over year. Net profit is estimated at about CNY2.546 billion, plunging 54.11% year over year, nearly half of the previous year. This marks the first significant profit decline since Transsion went public.
    ICT
    Jan 30
    Taiwan pledges full US cooperation to build new non-China supply chain
    On January 28, 2026, Minister of Economic Affairs Ming-Hsin Kung highlighted Taiwan's commitment to comprehensive collaboration with the US in developing a "non-China" supply chain, marking a new milestone following recent agreements such as the Taiwan-US investment cooperation MOU and the Economic Prosperity Partnership Dialogue (EPPD).
    Jan 30
    Smart glasses market transitions from Meta dominance to three-way showdown in 2026
    Counterpoint held an online seminar on January 28, 2026, to discuss the smart glasses market outlook, noting that with Google, Samsung, and Apple potentially entering the space, the market could shift in 2026 from a single dominant player to a three-way competition.
    Jan 30
    AI integration drives cautious optimism in global collaborative robot market
    The collaborative robot (cobot) industry, a pivotal segment for artificial intelligence (AI) applications, anticipates new growth opportunities despite a weak economic recovery, according to leading manufacturers Universal Robots and Techman Robot. Both companies predict AI to be the main catalyst for expansion in 2026.
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    Jan 30
    Apple dominates 2025 smartphone rankings, with iPhone 16 as the world's best-seller

    According to a recent report from Counterpoint Research, the Apple iPhone 16 finished 2025 as the world's best-selling smartphone, topping global sales ahead of all other models. The iPhone 16's strong performance capped a remarkable year for Apple, which claimed seven out of the top ten best-selling smartphone models worldwide. Only Samsung's devices filled the remaining three positions, underscoring a duopoly at the top of the market that has held steady for several years.

    Jan 30
    Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

    Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in both total revenue and earnings per share, largely supported by a significant increase in iPhone sales and continued expansion in its Services sector.

    Jan 30
    Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics
    Taiwan's monthly smartphone shipments surpassed 500,000 units in October and November 2025, largely driven by strong sales of Apple's iPhone 17 series. However, shipments declined to about 400,000 units in December, with Apple maintaining close to 50% market share despite a slight dip.
    ELECTRIC VEHICLES
    Jan 30
    Exclusive: Tariffs and trade talks shape Suntek Motor's outlook for Taiwan's auto market
    Ray Wu, CEO of Suntek Motor Group, a leading Taiwanese importer and dealer of luxury brands including Porsche and Skoda, told DIGITIMES that while Taiwan's auto market is expected to outperform in 2026, the company does not view growth as merely a matter of securing larger allocations from overseas manufacturers. Instead, Suntek is pursuing a rolling, quarter-by-quarter operational strategy designed to manage inventory risk—an approach shaped by recent market volatility.
    Jan 30
    Hyundai and Kia hit hardest by Korea-US tariffs
    Hyundai Motor Group's vehicle brands Hyundai and Kia saw their combined revenue exceed KRW300 trillion (US$208.6 billion) for the first time in 2025, breaking a record high. Even so, the two companies together absorbed as much as KRW7.2 trillion in costs due to US tariffs, leading to a marked decline in profitability.
    Jan 29
    Kim Long Motor and BYD plan US$130 million battery factory in Vietnam
    Vietnamese automaker Kim Long Motor announced plans to collaborate with Chinese electric vehicle (EV) manufacturer BYD on a US$130 million battery factory in central Vietnam, signaling a growing push into the region's electrification sector.
    SUSTAINABILITY
    Jan 30
    Asia Cement, Enel X launch virtual power plant to boost grid resilience
    Artificial intelligence (AI) waves and global electrification trends are causing electricity demand to soar faster than energy infrastructure can keep up. Facing core challenges in national energy strategies, achieving high-efficiency power dispatch with existing resources has become key to strengthening the resilience of modern electricity systems.
    Jan 27
    Taipower taps Westinghouse for nuclear restart safety checks in the face of AI power surge and net-zero pressures
    Taiwan Power Company (Taipower) has launched autonomous safety inspections for the planned restart of its second and third nuclear power plants, targeting submission of formal reactivation plans by March 2026, as Taiwan grapples with rising electricity demand from AI data centers and mounting net-zero carbon commitments.
    Jan 27
    AI-driven power demand tests Taiwan's grid resilience amid global gas turbine and transformer shortages
    Taiwan's electricity demand is entering a new phase of sustained growth, driven by AI, semiconductors, and high-tech manufacturing. While the government accelerates grid resilience efforts, global shortages of critical power equipment—especially gas turbines and transformers—are inflating costs, delaying projects, and reshaping how the island plans its power future.
    AEROSPACE
    Jan 30
    China's 15th Five-Year plan targets space mining, space tourism
    Following its official proposal to "take computing power to space," China has unveiled a more concrete roadmap for future aerospace development as part of its 15th five-year plan.
    Jan 30
    Boeing signals stronger 2026 outlook as aircraft deliveries accelerate
    Boeing's latest earnings report points to a more positive operating outlook for 2026, driven largely by improving aircraft deliveries and production progress. For the global aerospace industry, demand is no longer the primary concern—supply is. Boeing's renewed urgency to raise output is being welcomed across its supply chain, including aerospace manufacturers in Taiwan.
    Jan 28
    Taiwan bets on drone swarms with Anduril Lattice AI command playing key role
    Taiwan has introduced an initiative to strengthen its air defense system by integrating US-made and domestically produced missiles and radars into a networked kill chain that it calls the "Taiwan Shield," or "Taiwan Dome." Such a program has drawn attention to the strategic value of integrated battle command systems (IBCS). Currently, proposals from US companies, Northrop Grumman and Anduril Industries, are under consideration by Taiwan's National Chung-Shan Institute of Science & Technology (NCSIST).
    DISPLAYS
    Jan 29
    Taiwan tops auto display revenue while China dominates volume
    China's LCD panel industry leads globally across major applications, pushing many Japanese and South Korean suppliers out of the market. In automotive displays, Chinese manufacturers still dominate shipment volumes, but Taiwan's two largest panel makers hold the top two positions by revenue through integrated solution strategies. Automotive display revenue for both is projected to continue rising through 2026, with a combined target of NT$100 billion (US$3.2 billion).
    Jan 28
    AUO wins landmark US patent lawsuit, marking Taiwan's first victory in 22 years
    After more than two years of patent litigation and a two-week trial, Taiwanese display technology giant AUO secured a significant victory in the US District Court for the Eastern District of Texas, Marshall Division. A jury ruled that AUO did not infringe any of the patents claimed by Texas-based Phenix Longhorn and declared one of the asserted patents invalid.
    Jan 28
    LG Display returns to profitability as LCD exit takes effect
    LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size LCD business and a shift toward an OLED-centered business structure, with OLED products accounting for 61% of total revenue in 2025, a record high. According to ET News and Seoul Economic Daily, LGD reported 2025 full-year revenue of approximately KRW25.81 trillion (US$18.1 billion) and operating profit of KRW517 billion. In the fourth quarter of 2025, LGD recorded revenue of around KRW7.2 trillion, down 8% year-over-year, while operating profit surged 103% to KRW168.5 billion.
    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Jan 30, 12:05
    Taiwan's Tron Future Tech to Debut Advanced Drone Interception and Multi-cam Tracking Solutions at Singapore Airshow 2026
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Friday 30 January 2026
    From Shenzhen to Global Opportunity: The BIWIN Mini SSD Ecosystem Application Seminar
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Special Report
    MULTIMEDIA
    A First Glimpse at TSMC’s Chiayi Expansion