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    Alibaba‑backed Tripo AI draws investor confidence, led by exec from Minimax
    4min ago
    Commentary: TSMC chairman exposes three realities behind China's robot FOMO
    17min ago
    Ritek warns polycarbonate squeeze could lift optical disc prices nearly 20%
    25min ago
    NEWS TAGGED DEMAND
    Friday 16 January 2026
    Huawei matches Nvidia in China's AI chip market, 2026 power shift in play
    Soaring demand for high-end computing power, combined with geopolitical pressure and supply-chain constraints, is reshaping China's AI chip market at a structural level. Bernstein...
    Friday 16 January 2026
    Foxconn holds the hardware keys to Apple's AI strategy
    As Apple brings the Gemini model into the core architecture of Apple Intelligence, market focus has shifted to how this move will reshape the company's hardware investment strategy...
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Micro LED, robotics, photonics lift LED industry from price wars
    The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...
    Friday 16 January 2026
    Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
    Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
    Friday 16 January 2026
    Memory supply shortage to boost secondhand smartphone market growth
    The ongoing memory supply shortage is impacting overall smartphone shipments, with no immediate resolution in sight. Market forecasts predict a decline in global smartphone demand...
    Thursday 15 January 2026
    In depth: Why TSMC believes AI demand justifies record capex and long-term risk

    TSMC used its earnings call for the fourth quarter of 2025 to deliver one of its most bullish outlooks in years, arguing that artificial...

    Thursday 15 January 2026
    SK Hynix accelerates Yongin fab launch by three months
    SK Hynix plans to bring forward the opening of a new semiconductor factory by three months and will also begin operating another new plant in February 2026, as surging memory demand...
    Thursday 15 January 2026
    TSMC forecasts nearly 30% revenue growth in 2026 as AI drives strong margins and capex surge
    TSMC held its earnings conference call on January 15, 2026, and guided for the first quarter. The company expects revenue to range between US$34.6–35.8 billion. Gross margin...
    Thursday 15 January 2026
    Smartphone panel prices hit by memory price surge
    Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
    Thursday 15 January 2026
    Syntec Technology reports strong revenue growth driven by smart manufacturing expansion
    Syntec Technology has reported a 29% increase in consolidated revenue for 2025, reaching NT$13.96 billion (approx. US$441 million), up 29% from the previous year, reflecting steady...
    Thursday 15 January 2026
    As AI data centers expand, Seetel rides a surge in energy storage demand
    As the global race to build ever-larger artificial intelligence models accelerates, the reliable operation of AI data centers has emerged as a decisive factor in the competition for...
    Thursday 15 January 2026
    Aurotek posts record revenue in December 2025 and full-year results amid strong demand
    Aurotek Corp. reported historic revenue figures for December 2025 and the full year, driven by growth in smart manufacturing, automation equipment, and robotics. The company recorded...
    Thursday 15 January 2026
    Hanmi Semiconductor leans into EMI shielding as satellite and 6G demand grows
    Hanmi Semiconductor has drawn industry attention in recent years for its thermal compression bonding equipment used in high-bandwidth memory production. As low-earth-orbit satellite...
    Thursday 15 January 2026
    Exclusive: T-Glass shortage ripples through memory and advanced packaging markets

    The global memory industry is confronting a growing capacity crunch, one that is increasingly rippling upstream to a shortage of glass...

    46/192 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