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NEWS TAGGED 2025
Monday 23 March 2026
Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026
Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries...
Monday 23 March 2026
Taiwan materials maker Daxin pivots to semiconductors with new display film ramp in 2026
Daxin Materials is expanding its semiconductor materials portfolio while maintaining optimization efforts in display materials. The company expects 2026 display material revenue to...
Saturday 21 March 2026
MA-tek secures top 3 global SiPh orders, eyes US-Japan growth in 2026
With silicon photonics (SiPh) demand surging, MA-tek chairwoman Yong-Fen Hsieh announced the company has secured major orders from the world's three largest customers, driving revenue...
Friday 20 March 2026
Global top-3 memory maker status, 1Q 2026

Introduction

Friday 20 March 2026
Memory price surge drives Transcend's 15x profit growth in January 2026
Memory module maker Transcend reported a remarkable profit increase for January 2026, with net income reaching NT$2.786 billion (approx. US$87.2 million), up 1578% year-over-year....
Friday 20 March 2026
Samsung plans over KRW110 trillion investment in AI semiconductor facilities and R&D for 2026
Samsung Electronics announced it will invest more than KRW110 trillion (approx. US$73.4 billion) in facilities and R&D by 2026 to secure a leading position in the AI semiconductor...
Friday 20 March 2026
When secrets walk out the door: TSMC's cross-border IP battle tests Taiwan's legal reach
TSMC built its dominance not just on cutting-edge fabs, but on closely guarded know-how that rivals cannot easily replicate. Now, that edge is at the center of a high-stakes legal...
Friday 20 March 2026
Samsung signals AI memory shift with HBM showcase at 2026 shareholders meeting
Samsung Electronics held its 57th annual shareholders meeting on March 18 in Suwon, South Korea, where it unveiled advanced memory products, including high-bandwidth memory (HBM),...
Friday 20 March 2026
AI tailwinds and global reach put Topco on track for double-digit growth in 2026
Driven by AI applications boosting advanced processes, HBM, and packaging technologies, demand for key materials like silicon wafers and photoresists has surged. Topco Scientific (TSC)...
Friday 20 March 2026
TPK profit jumps as OLED tablets lift touch module pricing
Touch panel maker TPK Holding reported a sharp increase in profitability in 2025, as a shift in product mix and lower depreciation costs lifted margins, while higher-priced touch modules...
Friday 20 March 2026
Allied Circuit sees server, IPC market growth boosting 2H26 outlook
Benefiting from rising demand across the server and industrial PC (IPC) markets, Allied Circuit (ACCL), a PCB manufacturer backed by Compal, reported that its new capacity added in...
Friday 20 March 2026
Taiwan's Edison Opto charts new course with automotive LEDs as 2026 outlook brightens
Despite pressure on profits from geopolitical tensions and currency swings in 2025, Taiwan-based LED packaging maker Edison Opto is betting that a strategic pivot toward automotive...
Friday 20 March 2026
Automotive chipmakers exit inventory reset; SDV, electrification define next growth battle

As global automotive supply chain inventories normalize, the automotive semiconductor market enters a critical transition phase in 2026...

Thursday 19 March 2026
New Chinese AI service startup analysis

Introduction

Thursday 19 March 2026
SK Hynix posts record pay, R&D, and capex in 2025
Driven by the AI dividend and a robust semiconductor market, SK Hynix's average employee annual salary reached KRW185 million (approx. US$124,494) in 2025, up 58.1% year-over-year...