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    Memory supply chain defies seasonality with contract price hikes in 1Q26
    31min ago
    Foxconn eyes high double-digit AI server shipment growth in 1Q26
    32min ago
    SK Hynix dethrones Samsung as South Korea's most desired employer
    32min ago
    Intel joins GTC, eyes debut of co-developed x86 CPU with Nvidia
    32min ago
    Middle East conflict and Section 301 put manufacturers in a double bind
    33min ago
    Inter Battery 2026: Global battery market still centered on LFP
    33min ago
    WPG expects memory shortage to ease by 2027 as AI drives nearly half of computing products
    33min ago
    China's Hua Hong reportedly develops 7nm process — breakthrough or bottleneck?
    34min ago
    Taiwan's exports to US hit record highs as FedEx and UPS expand cargo hubs
    34min ago
    Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
    35min ago
    Nvidia signals trillion dollar infrastructure shift at GTC 2026 keynote
    36min ago
    Nvidia GTC 2026: The agentic AI era arrives via full-stack infrastructure, open models, and simulation blueprints
    37min ago
    Taiwan's drone industry targets NT$20 billion output and global supply chain integration by 2026
    Mar 16, 18:29
    New Fibers Textile faces supply chain risks amid Middle East conflict
    Mar 16, 18:29
    Taiwan plans silicon photonics high-speed verification lab to shorten development cycles
    Mar 16, 18:29
    Samsung cautiously plans memory expansion amid risk of 2028 supply glut
    Mar 16, 18:29
    China exposes paid manipulation behind genAI, LLM credibility under scrutiny
    Mar 16, 18:28
    AI boom triggers memory chip shortage, impacting game hardware shipments and employment
    Mar 16, 18:28
    NEWS TAGGED EARNINGS
    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...
    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
    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
    Rising memory prices lift Taiwan supply chain earnings

    The global memory industry entered a clear upturn in the second half of 2025 as both spot and contract prices rose sharply, lifting earnings...

    Wednesday 14 January 2026
    Advanced packaging crunch lifts ASE, KYEC to new highs
    TSMC will hold its earnings call on January 15, 2026. Supply chain sources expect AI chip demand to remain strong in 2026, while TSMC's advanced packaging and testing capacity continues...
    Friday 9 January 2026
    Largan braces for 1Q26 seasonal dip as capacity utilization loosens
    Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...
    Friday 9 January 2026
    Largan faces challenges as memory price impacts spread
    Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
    Wednesday 7 January 2026
    Nvidia's Vera Rubin enters full production, igniting Micron's HBM4 capacity bet for 2026
    When Nvidia CEO Jensen Huang confirmed at CES 2026 that its next-generation AI processor, Vera Rubin, had entered full production, the message to the memory industry was immediate...
    Monday 5 January 2026
    Memory price surge drives profit windfall across sector
    Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
    Wednesday 31 December 2025
    Ability Opto-Electronics eyes strong 2026, expands in Vietnam
    Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
    Friday 26 December 2025
    Semiconductor, defense drive ChenFull Precision's 2026 performance toward double-digit growth
    ChenFull Precision president CM Lai stated during an earnings call on December 24 that looking ahead to 2026, strong growth momentum in both the semiconductor and defense sectors is...
    Wednesday 24 December 2025
    Samsung, SK Hynix reportedly hike HBM3E prices nearly 20% ahead of 2026 shift
    South Korean memory giants Samsung Electronics and SK Hynix have reportedly hiked prices for fifth-generation high-bandwidth memory by nearly 20% for 2026 deliveries, as soaring demand...
    Tuesday 23 December 2025
    Silicon Optronics eyes BSI and low-power products in face of memory supply concerns
    Silicon Optronics (SOI) highlighted at its recent earnings call that ongoing price hikes and shortages in consumer memory remain unresolved, potentially tightening wafer foundry supply...
    Thursday 18 December 2025
    Micron's HBM4 production set on 1-beta process as India ATMP ramp slips to 2026
    In a post-earnings analyst call on December 17, 2025, Micron Technologies outlined plans for capital expenditure in fiscal year 2026, driven by global construction projects and the...
    Thursday 11 December 2025
    Synopsys’ 4Q revenue jumps as fiscal 2026 guidance comes in strong
    Synopsys reported solid revenue growth in the fourth quarter of fiscal year 2025, with sales surging nearly 38% year over year, while issuing an upbeat outlook for the first quarter...
    7/37 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
    marketing
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook