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    Nvidia, Corning lock in US AI optics expansion with new fiber plants
    3min ago
    Analysis: Anthropic's xAI deal puts Musk's GPU efficiency problem in focus
    11min ago
    NEWS TAGGED EARNINGS
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Wednesday 18 March 2026
    Adata profits soar on memory price rally amid supply crunch
    Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
    Wednesday 18 March 2026
    Chipbond sets sights on SiPh and LPO for next phase of growth
    Display driver IC (DDIC) packaging leader Chipbond outlined three key growth drivers at its recent earnings call that are expected to support its core driver IC business despite industry...
    Wednesday 18 March 2026
    Wistron eyes sales model shift as AI server volume squeezes margins
    Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
    Tuesday 17 March 2026
    Innodisk February profit jumps as cloud, AI demand lifts earnings

    Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

    Sunday 15 March 2026
    Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
    Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
    Saturday 14 March 2026
    AI server boom lifts WPG Holdings to record February revenue

    Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

    Friday 13 March 2026
    Acer reports higher revenue and profit for fourth quarter and full year 2025
    Acer reported consolidated revenue of NT$74.359 billion (approx. US$2.34 billion) in the fourth quarter of 2025, an increase of 12.6% year-over-year. Gross profit for the quarter reached...
    Friday 13 March 2026
    Adobe reports strong earnings as CEO announces planned departure

    Adobe reported stronger-than-expected quarterly results while announcing that longtime CEO Shantanu Narayen will step down after nearly...

    Friday 13 March 2026
    Innolux posts small 2025 profit during ongoing factory sale drama
    Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to...
    Thursday 12 March 2026
    Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
    Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
    Wednesday 11 March 2026
    Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
    Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
    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...
    Tuesday 10 March 2026
    Apogee narrows 2025 losses, eyes US broadband buildout in 2026
    Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable...
    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...
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    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