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    China leads nuclear power revival as US and Europe talent and supply chain gaps widen
    Mar 10, 19:54
    Japanese automakers reintroduce US-spec left-hand drive cars to domestic market amid trade tensions
    Mar 10, 19:54
    Samsung's Taylor fab to focus on HPC and automotive chips, foundry clients rise to 121
    Mar 10, 19:54
    OpenClaw surge drives Mac mini shortage in China with high computing costs
    Mar 10, 19:40
    NEWS TAGGED INVENTORY
    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
    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
    Phison says NAND prices jumped 50% overnight as supply crunch continues
    NAND flash prices have surged amid tightening supply, with some manufacturers raising quotations by as much as 50% overnight, according to Phison Electronics CEO Khein-seng Pua.
    Monday 9 March 2026
    LCD TV panel prices rise in 1Q26 as demand stays strong
    After the Lunar New Year, LCD TV panel prices have continued to climb, driven by inventory buildup for sports events and rising costs. This momentum pushed February's LCD TV panel...
    Sunday 8 March 2026
    Adata chairman expects NAND price surge in 2H26
    Memory module giant Adata reported record-high operations in 2025, with chairman Simon Chen forecasting a strong memory market throughout 2026. He highlighted that upstream manufacturers'...
    Sunday 8 March 2026
    Phison rides AI wave to record profits; foresees explosive growth through 2026

    Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

    Friday 6 March 2026
    Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early
    Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 26 February 2026
    Nvidia constrained in China as local AI players strengthen market position
    Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
    Thursday 26 February 2026
    Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026
    Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...
    Wednesday 25 February 2026
    IC design house Raydium flags DDI off-season; large-panel orders advance on early stocking

    Display driver IC supplier Raydium reported its 2025 financial results, posting full-year revenue of NT$22.4 billion (approx. US$715 million),...

    Wednesday 25 February 2026
    AI drives automation demand, industrial market set for gradual recovery
    Following inventory corrections and demand adjustments in the global ICT industry from 2023 to 2025, the sector's economic landscape has shown clear divergence. AI server demand centered...
    Thursday 12 February 2026
    MCU makers raise prices as packaging costs surge
    The microcontroller unit (MCU) sector has emerged from inventory destocking in 2025, with the easing of US-China tariff tensions signaling a market recovery. Industry insiders expect...
    Thursday 12 February 2026
    Chinese MCU price hikes open door for Holtek's quality play
    Holtek Corp. said recent price increases announced by Chinese microcontroller (MCU) maker Cmsemicon are a positive development for the sector, arguing that rising prices among Chinese...
    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...
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    New Power WorldWide 2026
    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