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    Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
    Apr 1, 19:14
    Memory price surge intensifies NB shortage through 2026
    Apr 1, 19:13
    Commentary: What's the real game behind Arm's chip venture?
    Apr 1, 19:13
    Chinese automakers face challenges in Mexico despite initial success
    Apr 1, 19:13
    China’s Anthropic rises in the ripples of DeepSeek: Z.ai all in on API and tokens
    Apr 1, 19:13
    Analysis: Deepdive into Huawei's 2025 annual report
    Apr 1, 19:13
    NEWS TAGGED REVENUE
    Thursday 2 April 2026
    Denso targets US$54 billion revenue, Rohm deal faces Toshiba-Mitsubishi alliance hurdle
    Japan's auto parts supplier Denso on March 31 unveiled a mid-term business plan through March 2031, targeting revenue of JPY8 trillion (approx. US$54 billion) and a return on equity...
    Thursday 2 April 2026
    Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

    Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

    Thursday 2 April 2026
    Ennoconn advances retail solutions with integrated hardware and services
    Facing the AI wave, Ennoconn chairman Steve Chu revealed at an earnings call held on March 30, 2026, that its system integration revenue surpassed NT$20 billion (US$622.8 million)...
    Thursday 2 April 2026
    Top 10 Chart: Markets signal AI shift as Taiwan IC designers decouple from early-year revenues

    Taiwan's IC design sector is undergoing a decisive shift in 2026, with capital markets effectively validating an industry transition toward...

    Thursday 2 April 2026
    China plans display sector consolidation; panel prices seen stabilizing, equipment orders at risk
    China is reportedly drafting a consolidation plan for its display industry, with BOE Technology positioned for small- and mid-sized OLED and TCL China Star (CSOT) for large-size LCD,...
    Wednesday 1 April 2026
    Nexchip applies for HK listing amid mature-node expansion
    Chinese semiconductor foundry Nexchip has applied to list on the Hong Kong Stock Exchange's Main Board, Guandian.cn reported on March 31, as the company moves to consolidate...
    Wednesday 1 April 2026
    OpenAI raises record US$122 billion, paving way for superapp pivot
    OpenAI has closed a record-breaking US$122 billion funding round, valuing the company at US$852 billion, according to CNBC. The raise — the largest in Silicon Valley...
    Wednesday 1 April 2026
    Huawei revenue hits US$122bn in 2025, nears peak as AI growth becomes key test

    Huawei reported 2025 revenue of CNY880.9 billion, up 2.2% year-over-year, its second-highest on record, with net profit rising 8.63% to...

    Wednesday 1 April 2026
    SDI targets AI and heat spreader growth
    Power leadframe manufacturer SDI said it is benefiting from the gradual ramp-up of new applications related to artificial intelligence (AI), with around 40 new AI product projects...
    Wednesday 1 April 2026
    Geopolitical jitters shake markets as AI shores up Taiwan's economic future
    As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...
    Wednesday 1 April 2026
    China memory firms secure two-year wafer deals, tightening DRAM and NAND supply outlook

    As AI demand drives high-performance computing and device upgrades, the global memory market is entering an upswing. China-linked players,...

    Wednesday 1 April 2026
    China memory chip designer GigaDevice posts record 2025 earnings, locks in US$825 million DRAM supply
    GigaDevice Semiconductor reported stronger full-year 2025 results, supported by AI-driven demand and a recovery in the memory cycle. Revenue rose 25.12% year on year to CNY9.2 billion...
    Wednesday 1 April 2026
    China display panel maker TCL profit jumps 189% on panel recovery, AI manufacturing push
    China's late-March audited earnings cycle puts TCL Technology (TCLTech) in focus, with its 2025 results confirming a display panel recovery while exposing rising component cost risks...
    Wednesday 1 April 2026
    China GPU maker Biren triples revenue on AI data center demand

    Biren Technology reported 2025 revenue of CNY1.04 billion (approx. US$150.47 million), up 207.2% year-over-year, supported by demand from...

    Wednesday 1 April 2026
    China LLM usage tops US for fourth week as OpenClaw drives token surge
    Global large model competition is entering a new phase, with usage data pointing to a shift toward AI agents and a rising “token economy” reshaping pricing, infrastructure...
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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