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    Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices
    39min ago
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    Tuesday 14 July 2026
    Six-inch SiC substrate price rebounds as supply tightens

    Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

    Tuesday 14 July 2026
    Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

    According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

    Tuesday 14 July 2026
    Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand
    Academia Sinica's Institute of Economics raised Taiwan's 2026 real GDP growth forecast to 10.16% on July 13, citing strong AI-related demand, exports, private investment and consumer...
    Tuesday 14 July 2026
    Quartz component makers raise prices as material costs bite

    Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry...

    Monday 13 July 2026
    Sitronix sees zero-capacitance TDDI and automotive DDI drive growth
    Sitronix Technology said this week that zero-capacitance touch with display driver integration (TDDI) and automotive display drive IC (DDI) will drive its growth in 2026, as the chipmaker...
    Monday 13 July 2026
    AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
    As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...
    Friday 10 July 2026
    Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

    New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

    Friday 10 July 2026
    Asus June revenue tops NT$100 billion as AI servers drive growth outlook
    Asus reported June 2026 group revenue of NT$106.72 billion (US$3.3 billion), crossing the NT$100 billion threshold for the first time, as strong demand for AI servers continued to...
    Friday 10 July 2026
    Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good
    Meta Platforms' decision to start charging developers for its most advanced AI model is less a product launch than a wager on where the economics of artificial intelligence (AI) are...
    Friday 10 July 2026
    King Slide leans on R&D, automation, and global expansion to defend margins
    King Slide Technology is betting that global customers will value engineering depth, manufacturing reliability, and supply-chain resilience more than low prices. The Taiwanese component...
    Friday 10 July 2026
    Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes
    Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter...
    Thursday 9 July 2026
    Memory costs slash low-end phone output and pressure PA shipments

    The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

    Thursday 9 July 2026
    AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

    Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
    Thursday 9 July 2026
    Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event
    Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...
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