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    Apple's leadership shift signals a deeper bet on engineering-led innovation over disruption
    13min ago
    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED DEMAND
    Wednesday 11 March 2026
    Sercomm expects memory shortages and price hikes to last until end of 2026
    Sercomm chairman James Wang predicted that memory shortages and price increases will persist through the end of 2026, influenced by Middle East conflicts affecting AI data center investments...
    Wednesday 11 March 2026
    Texas Instruments reportedly plan analog chip price hikes

    Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products...

    Wednesday 11 March 2026
    China reportedly accelerating nuclear expansion while Western revival faces structural challenges

    The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest...

    Wednesday 11 March 2026
    OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge
    The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of...
    Wednesday 11 March 2026
    Oracle says AI will augment, not kill, enterprise SaaS
    Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical...
    Wednesday 11 March 2026
    Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
    On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
    Wednesday 11 March 2026
    Pegatron sees February 2026 revenue drop amid seasonal slowdown
    Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
    Tuesday 10 March 2026
    TSMC February 2026 revenue climb on AI demand despite seasonal dip
    TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
    Tuesday 10 March 2026
    Rugged device maker Winmate sees growth surge from edge AI and defense demand

    Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

    Tuesday 10 March 2026
    Powerlogic posts 38.8% revenue increase in 2025, driven by esports-related orders and higher margins
    Powerlogic reported consolidated revenue of NT$1.753 billion (US$54.9 million) for 2025, a 38.81% year-on-year increase and the company's second-highest revenue on record. Operating...
    Tuesday 10 March 2026
    Adlink reports 16% rise in February revenue as edge AI display demand grows
    Industrial PC maker Adlink Technology reported consolidated revenue of NT$972 million (approx. US$30.52 million) for February 2026, a 16% year-over-year increase, the company said.
    Tuesday 10 March 2026
    Groq reportedly urges Samsung to expand wafer production as AI chip demand surges
    Groq has reportedly requested Samsung Electronics' foundry division to increase wafer production for its inference AI chips, reflecting the booming market demand. Industry sources...
    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
    Middle East conflict fuels energy crisis, Taiwan's summer power supply at risk
    The large-scale bombings and attacks launched by the US and Israel against Iran have caused significant civilian casualties. With Iran carrying out retaliatory actions, the conflict...
    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...
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    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