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    Memory shortage reshapes smartphone SoC market as MediaTek and Qualcomm lose share
    1h 0min ago
    Lightelligence's HK listing signals China’s CPO push gaining momentum
    1h 1min ago
    Samsung highlights 4nm FinFET as AI chip demand rises
    1h 1min ago
    South Korea's OLED share rebounds to 68.7% in 2025
    1h 1min ago
    Taiwan and Europe push localised drone countermeasure tech
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    Low-Earth-orbit satellite market takes shape as Taiwan suppliers secure positions
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    NEWS TAGGED REVENUE
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

    Wednesday 29 April 2026
    China OSAT leader JCET expands in advanced packaging, profit climbs
    China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
    Wednesday 29 April 2026
    BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
    Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
    Wednesday 29 April 2026
    China memory chip designer Montage lifts profit on DDR5, AI server demand
    China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
    Wednesday 29 April 2026
    Seagate tops estimates, raises outlook on cloud, AI demand
    Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
    Wednesday 29 April 2026
    US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

    The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

    Wednesday 29 April 2026
    UMT identifies UK partner linked to Starlink supply chain
    Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, has disclosed a previously unnamed European customer supplying high-power amplifiers...
    Wednesday 29 April 2026
    China's GPU IPO wave meets its hardest test: cluster stability
    China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
    Wednesday 29 April 2026
    Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
    Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
    Wednesday 29 April 2026
    AI server demand locks up memory supply through 2027, prices seen holding firm
    Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
    Wednesday 29 April 2026
    OpenAI's growth slowdown raises questions over AI expenditure
    OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...
    Wednesday 29 April 2026
    NXP signals structural growth as automotive and industrial drive momentum
    NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...
    Wednesday 29 April 2026
    Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market
    Kemflo announced it is positioning its BIM design and recycling technologies to capture growing demand for industrial water treatment from the semiconductor and electronics sectors,...
    Wednesday 29 April 2026
    Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling
    Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for...
    Wednesday 29 April 2026
    Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
    Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
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    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