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    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    May 11, 19:16
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    May 11, 19:16
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    May 11, 19:16
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    May 11, 19:16
    Arm’s AGI CPU demand surges as supply constraints loom
    May 11, 19:16
    NEWS TAGGED GROWTH
    Wednesday 11 February 2026
    Foxconn doubles down on AI servers for 2026, market share seen exceeding 40%

    Foxconn held a two-day year-end outlook conference starting February 9 at its Huyue headquarters in Tucheng. The event brought together...

    Wednesday 11 February 2026
    Jarllytec eyes quarterly growth in 2026 with fiber optic revenue surging over 100%
    Bearing manufacturer Jarllytec reported January 2026 revenue of NT$601 million (approx. US$19.01 million), down 18% month-over-month and 24% year-over-year. The company attributed...
    Wednesday 11 February 2026
    Taiwan exports exceed NT$2 trillion in January, memory shortage escalates
    Taiwan's Ministry of Finance (MOF) announced on February 9, 2026, that Taiwan's exports in January 2026 hit a record high, surpassing NT$2 trillion (US$63.4 billion) for the first...
    Tuesday 10 February 2026
    TSMC deepens its lead with a US$45 billion 2026 investment plan and a generational reshuffle
    Riding a year of extraordinary growth powered by the AI boom, Taiwan Semiconductor Manufacturing Co. (TSMC) has approved a 2026 strategy that couples record capital spending with one...
    Tuesday 10 February 2026
    AUO turns profitable in 2025, expects revenue growth through 2026 despite uncertainties
    AUO posted a net profit for full-year 2025, reversing previous losses, and anticipates quarterly revenue increases throughout 2026 despite ongoing macroeconomic uncertainties, including...
    Tuesday 10 February 2026
    Exclusive: Panjit eyes rapid growth in AI data center power semiconductors with hot-swap tech
    Power semiconductor maker Panjit International is positioning itself to capitalize on the booming demand from AI data centers, targeting fast growth in AI, cooling, and power supply...
    Tuesday 10 February 2026
    Onsemi posts US$1.53 billion in 4Q25 revenue as margins improve
    Onsemi reported fourth-quarter revenue of US$1.53 billion, with management citing early signs of stabilization across its core markets and continued growth in AI data center demand...
    Tuesday 10 February 2026
    Amkor pivots toward AI and HPC with ambition to expand advanced packaging
    Amkor Technology is accelerating its transition into the next wave of advanced packaging growth, focusing on high-performance computing (HPC) and artificial intelligence (AI). This...
    Tuesday 10 February 2026
    Asus' AI server push bolsters revenue despite memory shortages
    Asustek Computer Inc. reported group revenue of NT$67.936 billion (US$2.15 billion) for January 2026, a 2.55% decline from December 2025 but a 79.97% increase year over year.
    Tuesday 10 February 2026
    Zhen Ding Tech sees record January revenue driven by high-end AI applications
    PCB giant Zhen Ding Technology (ZDT) reported that despite the traditional consumer electronics off-season in the first quarter of 2026, strong demand for advanced AI products propelled...
    Tuesday 10 February 2026
    Big Tech's debt-fueled race to the top: Alphabet makes 100-year bet on AI dominance
    Alphabet is tapping global debt markets at an unprecedented scale to bankroll its aggressive AI expansion, signaling how far Big Tech is willing to go to secure computing power, data...
    Tuesday 10 February 2026
    Memory cost pressures lead ODMs to adopt cautious 2026 outlook for notebook shipments
    Notebook ODMs reported mixed January 2026 shipment results, with Quanta declining year-over-year while Wistron and Inventec showed growth. The industry expects a first quarter seasonal...
    Tuesday 10 February 2026
    Amkor accelerates US expansion with Arizona investment and closer alignment with TSMC
    Amkor Technology is accelerating its global expansion, projecting 2026 capex between US$2.5 billion and US$3 billion. This plan emphasizes significant facility construction, including...
    Tuesday 10 February 2026
    Yageo sees record January revenue driven by AI demand, pre-holiday stocking
    Passive component giant Yageo reported year-over-year and sequential revenue increases in January 2026, fueled primarily by strong, sustained order momentum from customers related...
    Tuesday 10 February 2026
    Taiwan server ODMs set for record first quarter, driven by AI server demand

    Taiwan's server supply chain is entering what suppliers expect to be its strongest first quarter on record. ODMs, including Quanta, Wistron,...

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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