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    NEWS TAGGED 2025
    Monday 19 January 2026
    TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
    TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
    Monday 19 January 2026
    Tesla accelerates AI chip development even with safety and software challenges
    Tesla aims to shorten its in-house AI chip design cycle to one generation every nine months, targeting rivals Nvidia and AMD. However, industry analysts highlight automotive safety...
    Monday 19 January 2026
    China's rare earth supply hit by factory blast as exports slip

    China's rare earth supply chain faced renewed uncertainty after a deadly explosion at a steel plate plant operated by Inner Mongolia Baotou...

    Monday 19 January 2026
    Server ODMs shrug off US-Taiwan tariff deal, prioritize customer demands
    The recent US-Taiwan tariff agreement has minimal effect on servers' original design manufacturers (ODMs), as server products were excluded from both previous reciprocal tariffs and...
    Monday 19 January 2026
    TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
    Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...
    Monday 19 January 2026
    Cost pressures push China LED price hike despite soft markets
    Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...
    Monday 19 January 2026
    Apple leads global smartphone market, Huawei tops China in 2025
    Despite supply-chain pressure and memory shortages, the global smartphone market remained resilient in 2025, supported by strong demand for high-end models, foldable devices, and early...
    Monday 19 January 2026
    Wistron posts record 2025 revenue despite margin pressure from system assembly
    Wistron posted a record-high consolidated revenue of NT$2.19 trillion (approx. US$67.63 billion) for full-year 2025, according to its unaudited financial results announced on January...
    Monday 19 January 2026
    Advantest ATE lead times remain tight as AI and memory markets expand
    As demand strengthens in markets such as GPUs and high-bandwidth memory (HBM), Japan-based Advantest said orders for semiconductor automated test equipment (ATE) remain stable, with...
    Monday 19 January 2026
    Taiwan polarizer firms pivot to medical, semiconductor, and niche markets amid China oversupply
    Large-scale capacity expansions in China have led to severe oversupply and price erosion issues in the global polarizer industry, causing Taiwanese firms to struggle as losses mount...
    Monday 19 January 2026
    Taiwan's DDI chipmakers fight for survival beyond displays

    Taiwanese DDI vendors rode a post-pandemic growth wave, but demand turned increasingly uncertain in 2025. Weak consumer end markets, slowing...

    Monday 19 January 2026
    OpenAI flags China's AI surge with geopolitical ripples
    OpenAI has underscored the increasing complexity and unpredictability of the AI rivalry between the US and China, highlighting China's rapid progress through open-source, low-cost...
    Monday 19 January 2026
    Young Fast Optoelectronics to integrate vertically, expand into gaming assembly and electronic paper modules by 2026
    Touch panel manufacturer Young Fast Optoelectronics, which has shifted focus toward electromechanical products in recent years, plans to vertically integrate its optoelectronics division...
    Monday 19 January 2026
    Persistent shortages of advanced glass fiber cloud the AI chip outlook

    Demand for AI chips is expected to remain strong in 2026, keeping the spotlight firmly on persistent shortages of high-end glass fiber...

    Monday 19 January 2026
    Ardentec utilization rate rises through 2025 on chip testing demand from networking, automotive, and storage sectors
    Semiconductor testing company Ardentec reported steady utilization growth through 2025, driven by strong chip-testing orders from the networking, automotive, and storage markets. The...
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    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook