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    Asia Optical posts strong profit growth in 2025 driven by technology upgrades
    1h 23min ago
    Argosy expects double-digit growth in 2026 driven by Vietnam plant and new connector specs
    1h 24min ago
    Chenbro highlights four risk factors amid promising AI server outlook
    1h 31min ago
    Apple finalizes book-style design for foldable iPhone
    1h 47min ago
    US-Iran war disrupts helium supply chain for South Korean semiconductor firms
    1h 47min ago
    Semcos secures exclusive ABF substrate orders for Tesla AI chips for 2027
    1h 48min ago
    NEWS TAGGED DEMAND
    Wednesday 11 March 2026
    Inventec ramps up 2026 capex in US to meet growing AI order demand
    Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...
    Wednesday 11 March 2026
    MiTAC ramps 2026 factory expansion to meet AI server and cloud demand, signaling bigger US footprint
    MiTAC Holdings plans a significant increase in capex in 2026 to expand production capacity for networking equipment, general-purpose servers, and new AI server lines, driven by sustained...
    Wednesday 11 March 2026
    WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
    IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...
    Wednesday 11 March 2026
    Nvidia reportedly develops open-source NemoClaw to challenge OpenClaw
    Nvidia is reportedly developing a new AI agent framework, NemoClaw, positioning it as a challenger to the fast-growing OpenClaw ecosystem in the emerging AI agent market.
    Wednesday 11 March 2026
    OpenClaw craze sees Mac minis briefly sold out in China as AI agent costs top CNY10,000
    China's latest AI trend has moved beyond developer experiments. The rapid rise of OpenClaw, an open-source AI agent nicknamed "lobster," is driving hardware purchases, installation...
    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
    Texas Instruments reportedly plan analog chip price hikes

    Market sources say analog chip design leader Texas Instruments (TI) is preparing to raise prices on a range of semiconductor products...

    Wednesday 11 March 2026
    China reportedly accelerating nuclear expansion while Western revival faces structural challenges

    The rapid growth of artificial intelligence (AI) and data centers is driving a sharp rise in global electricity demand, renewing interest...

    Wednesday 11 March 2026
    OpenClaw downloads eclipse Linux's 30-year reach in three weeks, Nvidia CEO flags AI agent surge
    The open-source AI agent platform OpenClaw is rapidly emerging as a key milestone in AI, with Nvidia CEO Jensen Huang calling it one of the most important software breakthroughs of...
    Wednesday 11 March 2026
    Oracle says AI will augment, not kill, enterprise SaaS
    Oracle told investors that it expects AI to strengthen large, integrated SaaS systems rather than make them obsolete, arguing customers want AI embedded into mission‑critical...
    Wednesday 11 March 2026
    Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
    On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
    Wednesday 11 March 2026
    Pegatron sees February 2026 revenue drop amid seasonal slowdown
    Pegatron continued to be affected by seasonal headwinds in February 2026, reporting revenue of NT$67.98 billion (approx. US$2.14 billion) for the month, down 26.2% from January and...
    Tuesday 10 March 2026
    TSMC February 2026 revenue climb on AI demand despite seasonal dip
    TSMC reported February 2026 revenue of NT$317.66 billion (US$10 billion), up 22.2% year over year but down 20.8% month over month from January's NT$401.26 billion, according to the...
    Tuesday 10 March 2026
    Rugged device maker Winmate sees growth surge from edge AI and defense demand

    Industrial PC maker Winmate reported stronger-than-expected revenue in February 2026, supported by expanding demand for edge AI computing...

    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...
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    Research Report Database
    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