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    Commentary: Nvidia's NVLink licensing reshapes semiconductor alliance, potential thaw with Broadcom
    9h 15min ago
    China's auto market faces long-term internal competition led by 30 core manufacturers in 2026
    9h 15min ago
    Middle East conflict drives up electronic industry costs and delays
    9h 15min ago
    Chinese automakers adopt smartphone-style R&D to challenge traditional joint venture models
    9h 15min ago
    OpenClaw China mirror launched amid ByteDance and Tencent competition
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    US PIPIR launches dual-track drone and missile strategy with Taiwan's non-China supply chain advantage
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    NEWS TAGGED 2025
    Wednesday 11 March 2026
    Apple's India iPhone output reaches 25% as production shifts from China

    Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

    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
    Asus: Apple's MacBook Neo undercuts mainstream notebooks, shocks PC market
    Apple Inc. launched the MacBook Neo at an aggressive price that has disrupted the notebook market, with the most basic version in Taiwan priced at NT$19,900 (US$624.71) — the...
    Wednesday 11 March 2026
    Jarllytec expects short-term trough as new hinge shipments begin
    Bearing manufacturer Jarllytec said February 2026 will be a short-term operational trough as it ships new Chinese foldable smartphone hinges, with gradual recovery expected as shipments...
    Wednesday 11 March 2026
    Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes
    Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although...
    Wednesday 11 March 2026
    Gemtek reports full-year revenue rise despite net loss after one-time charges
    Gemtek Technology's board approved the financial report for 2025 on March 9, reporting full-year consolidated revenue of NT$16.493 billion (approx. US$520 million) and a gross margin...
    Tuesday 10 March 2026
    Notebook shipment update, January 2026

    Introduction

    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
    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
    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
    Coretronic delays some imaging product deliveries due to Middle East conflict
    Coretronic Corp. reported consolidated revenue of about NT$2.873 billion (approx. US$90.6 million) for February 2026, down 10% from January but up 12% year-over-year, with cumulative...
    Tuesday 10 March 2026
    MAtek's testing business grows with AI-era chip complexity, but profits fall
    MAtek reported record quarterly revenue in the fourth quarter of 2025 amid rising outsourced demand for materials analysis and reliability assurance, but net income after tax declined...
    Tuesday 10 March 2026
    Micro LED ramp in 1Q26 seen lifting Taiwan's Ennostar out of slump

    Ennostar widened its loss in the fourth quarter of 2025 as seasonal weakness, softer demand, and customer inventory adjustments weighed...

    Tuesday 10 March 2026
    Moxa eyes Middle East market growth amid energy and AI infrastructure demand
    Industrial communication and networking equipment provider Moxa has identified the Middle East as a key fast-growing market over the next three to five years, highlighting the region...
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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