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    AMEC triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    6min ago
    VIS licenses GaN technology from TSMC to boost power device development
    28min ago
    AI demand driven structural chip shortage threatens auto industry
    Jan 28, 18:00
    Cmsemicon's MCU price hike signals end to price wars, Taiwan firms consider follow-up
    Jan 28, 18:00
    Taiwanese upstream firms question US investments profitability if gross margin fall under 50%
    Jan 28, 17:59
    Samsung foundry to see turnaround as Chinese clients return in 2026
    Jan 28, 17:57
    Analysis: Chip inflation is a major supply chain risk in 2026
    Jan 28, 15:55
    China's AI path: Looking back at DeepSeek's one year anniversary
    Jan 28, 15:55
    NEWS TAGGED DEMAND
    Thursday 29 January 2026
    Microsoft faces $625B backlog bottleneck as AI infrastructure limits bite
    Microsoft's latest financial results point to accelerating demand for AI and cloud infrastructure, with Intelligent Cloud growth approaching 30% year on year. The figures underline...
    Thursday 29 January 2026
    Tesla bets future on custom chips as profit plunges 64%
    Tesla's latest earnings showed softer vehicle demand but improving margins, while management and analysts focused on the company's accelerating investments in custom chips, AI compute,...
    Thursday 29 January 2026
    Scientech's growth signals shift in semiconductor investment toward packaging and system integration
    As artificial intelligence (AI) and high-performance computing (HPC) expand rapidly, the global semiconductor industry is redirecting investments from advanced process nodes to advanced...
    Thursday 29 January 2026
    Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
    Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
    Thursday 29 January 2026
    Taiwan and Germany expand trade ties as demand for chips and green tech rises

    As demand accelerates for digital transformation, energy transition, and smart manufacturing, Taiwan and Germany appear poised to expand...

    Thursday 29 January 2026
    Elite Material Co. invests in Taoyuan to boost high-end PCB production for AI demand
    Elite Material Co. (EMC), a leading copper-clad laminate (CCL) manufacturer, has acquired land and buildings in Taiwan's Taoyuan Guanyin Industrial Park from Far Eastern New Century...
    Wednesday 28 January 2026
    Earnings call summary: ASML executives bet on chip demand strength past 2025
    ASML Holding's management says demand tied to artificial intelligence is proving more durable than previously expected, with customers accelerating capacity planning that is likely...
    Wednesday 28 January 2026
    ASML orders beat expectations as company plans 1,700 layoffs
    ASML reported stronger-than-expected bookings in the fourth quarter of 2025 as customers stepped up investment in artificial intelligence chipmaking capacity, according to Reuters...
    Wednesday 28 January 2026
    SK Hynix reports record-breaking 2025 earnings driven by AI memory boom
    SK hynix Inc. announced record-breaking financial results for fiscal year 2025 on Thursday, driven by its dominant competitiveness in the AI memory sector and high-value products like...
    Wednesday 28 January 2026
    SK hynix Announces FY25 Financial Results

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has achieved record financial results in 2025 – 97.1467 trillion won in revenue, 47.2063...

    Wednesday 28 January 2026
    MetaX revenue more than doubles to US$230 million as losses narrow
    China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...
    Wednesday 28 January 2026
    Earnings call summary: ASML posts record 2025 results on surging orders
    ASML Holding NV (ASML) reported record financial results for 2025, supported by a significant rebound in fourth-quarter bookings as semiconductor manufacturers increased investments...
    Wednesday 28 January 2026
    Beijing greenlights Nvidia H200 shipments to ByteDance, Alibaba, Tencent

    China has approved purchases of Nvidia’s H200 artificial intelligence chips by ByteDance, Alibaba and Tencent, four people familiar...

    1/183 pages
    Research Report Database
    BIZ FOCUS
    Jan 28, 08:00
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Seoul Business Agency Hosts Global Innovation Forum Showcasing Startup Ecosystem
    Thursday 22 January 2026
    MOSS Introduces an AI-Assisted DAW Built to Support Human Creativity
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook