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    Lite-On sees AI infrastructure demand locked in for 18 months
    2min ago
    JDI abandons plan to form AutoTech subsidiary, approval still subject to June 24 shareholder vote
    12min ago
    Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
    19min ago
    Middle East turmoil impacts South Korean exports and semiconductor supply chain
    Mar 12, 18:50
    US section 337 investigation puts Taiwanese auto parts suppliers on the spot
    Mar 12, 18:50
    NEWS TAGGED DEMAND
    Tuesday 10 March 2026
    TSMC expansion triggers filter material shortage and price surge
    As the global semiconductor manufacturing process advances below 2nm, wafer fabs are demanding increasingly stringent cleanroom environments. This has rapidly boosted demand for airborne...
    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
    Boretech eyes revenue growth in 2026 amid rising petrochemical prices
    Intensifying military conflicts in the Middle East have driven up international oil prices, pushing petrochemical product costs higher. PET recycling equipment supplier Boretech has...
    Tuesday 10 March 2026
    Amtran expands beyond displays as networking products begin shipping
    Amtran Technology reported consolidated revenue of NT$1.63 billion (approx. US$51.4 million) in February 2026, down 10.6% month-over-month but up 7% year-over-year. The company's cumulative...
    Tuesday 10 March 2026
    HPE sees surging AI orders and pull-forward, while memory shortages force pricing and supply strategies
    Hewlett Packard Enterprise (HPE) reported a strong fiscal first quarter with surging AI orders that outpaced revenue, while rising DRAM and NAND costs and constrained memory supply...
    Tuesday 10 March 2026
    HPE beats earnings expectations as networking strength offsets cloud softness
    Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
    Tuesday 10 March 2026
    MAtek's testing business grows with AI-era chip complexity, but profits fall
    MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined...
    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...

    Tuesday 10 March 2026
    Moxa eyes Middle East market growth amid energy and AI infrastructure demand
    Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...
    Tuesday 10 March 2026
    PCB drill bit maker Topoint sees tight supply of high-end coated drills, targets 55% sales share in 2026
    PCB drill bit and drilling service provider Topoint reported that strong demand from PCB industry customers has kept supply of high-end coated drill bits tight. Although drill bit...
    Tuesday 10 March 2026
    Quanta AI server surge cuts notebook revenue share below 20%

    Quanta continued to benefit from demand for AI servers. In February 2026, notebook shipments were weak, yet revenue declined only 6.6% month-over-month...

    Tuesday 10 March 2026
    Tungsten import reliance raises supply security concerns and prompts calls for stockpiles and tighter export controls
    The heavy reliance on imports for Tungsten in Taiwan has prompted industry calls for strategic stockpiles and tighter controls on metal waste to preserve recyclable resources and improve...
    Tuesday 10 March 2026
    Phison says NAND prices jumped 50% overnight as supply crunch continues
    NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
    Tuesday 10 March 2026
    Japan targets JPY40 trillion in domestic semiconductor sales by 2040
    Japan plans to boost domestic semiconductor sales to JPY40 trillion (approx. US$253.5 billion) by 2040, a sharp increase from current levels, as the government intensifies efforts...
    Tuesday 10 March 2026
    BOE capex slowdown raises concerns for Korean display equipment suppliers
    Chinese display maker BOE has signaled that its capital spending will decline in the coming years, raising concerns among South Korean display equipment suppliers that have relied...
    4/188 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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook