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Thursday 28 May 2026

Iteq sees AI data center demand lift M7+ CCL shipments

Copper clad laminate (CCL) maker Iteq held its 2026 annual general meeting on Thursday, with Chairman Dennis Chen saying that the continued deepening of generative AI applications, faster cloud computing and data center expansion, and steady growth in demand from new energy-related industries are boosting demand for high-end electronic materials and high-frequency, high-speed printed circuit board (PCB) markets.

Thursday 28 May 2026

SAS succession complete as founder Mingguang Lu exits board amid diversified growth

Sino-American Silicon Products (SAS) held its shareholders meeting on May 26 and completed a full board overhaul, with founder Mingguang Lu stepping down as a director and Hsiu-lan Hsu being re-elected chairwoman. Lu will continue supporting the group as honorary chairman as SAS deepens its generational transition and diversified growth strategy.

Thursday 28 May 2026

Asia Optical bets on robot lenses and AR/VR push for 2026 growth

Asia Optical reported 2025 consolidated revenue of about NT$26.44 billion and net profit attributable to the parent of NT$1.843 billion, producing earnings per share of NT$6.6, the company announced at its shareholders' meeting on May 27.

Thursday 28 May 2026

Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production

Taiwan-based Global Lighting Technologies (GLT), a specialist in optical microstructure solutions, is accelerating its Southeast Asia expansion as global tariff pressures and geopolitical uncertainty continue to weigh on customer demand and product development cycles, while expanding into higher-growth sectors such as automotive electronics, biotech, and medical devices.

Wednesday 27 May 2026

Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners

Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals the ambitions of its leadership to unearth growth opportunities across the broader Chinese tech sector, although some media outlets question the sustainability of the business model.

Wednesday 27 May 2026

Hiwin opens Italy HQ, bridging Europe to global markets

Taiwanese machinery component maker Hiwin has officially opened its new headquarters in Agrate Brianza for its Italian subsidiary, saying the site will serve as a key hub connecting Europe with global markets and strengthening its international service network. Chairman Eddie Chuo said that Hiwin Italy is not only an operating base, but also a critical bridge for broader regional integration.

Wednesday 27 May 2026

Taiwan robotics supply chain posts strong 1Q26 gains on AI demand upcycle

Accelerating the adoption of smart manufacturing, AI-driven automation, and humanoid robot applications in 2026 is driving robust growth across Taiwan's robotics supply chain. Systems integrators and key transmission-component suppliers posted strong first-quarter 2026 results, with many reporting double-digit increases in both revenue and profit amid expanding demand from traditional industrial automation and emerging AI robotics applications.

Tuesday 26 May 2026

Wonderful Hi-Tech sees rising demand from low-orbit satellites and AI data centers

At its annual shareholders' meeting on May 25, Ringo Chang, chairman of Wonderful Hi-Tech, said the cable and connectivity supplier expects revenue growth to resume in 2026, with profit growth outpacing sales expansion.

Monday 25 May 2026

GoPro takeover talks highlight China's growing clout in cameras

GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products increasingly shaped by Chinese brands.

Monday 25 May 2026

Nvidia's reporting pivot and AMD's US$10B Taiwan bet signal a new frontier in AI chip war

Nvidia's structural pivot to isolate its ACIE market and AMD's US$10 billion investment in Taiwan infrastructure signal a profound realignment in the AI chip war. Both developments reflect a shared urgency to expand beyond traditional hyperscale clouds into the booming, highly lucrative global enterprise, industrial, and sovereign AI factory frontiers.

Monday 25 May 2026

Interview: Low-cost Chinese AI servers are redrawing the global infrastructure map

Geopolitics and price are reshaping who builds the world's AI infrastructure. Across emerging markets in Southeast Asia, Africa, and Latin America, governments and enterprises are increasingly turning to Chinese server makers as an affordable alternative to US-dominated tech ecosystems — driven partly by budget constraints and partly by a deliberate push to avoid dependence on any single power.

Monday 25 May 2026

AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power semiconductors, boosting shipments for Taiwanese lead frame suppliers SDI Corporation and Jih Lin Technology and raising expectations for double-digit revenue growth in 2026.

Friday 22 May 2026

WPG Holdings flags server supply gaps amid memory price hikes, 800V shift

Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum, and forecast that smartphone and PC production will shift from flat growth to a decline in 2026.

Friday 22 May 2026

AUO ditches panel era with three new business lines for next decade

Looking ahead to 2026, AUO said the global economy is stabilizing and returning to growth, but that international trade disputes and regional conflicts still pose risks. It added that the consumer electronics market is also being weighed down by AI-driven inflation and weak demand, creating more uncertainty for an industry recovery.

Friday 22 May 2026

Two-year-old Chinese robotics firm claims to supply nine of world's top ten tech giants

Wayne Wang, senior director of commercialization at Robot Era, used the 5th Mobis Mobility Day in Sunnyvale to present a two-year-old Chinese robotics company that has already supplied hardware to nine of the world's top ten technology companies — including Apple, Nvidia, Amazon and Microsoft.

Thursday 21 May 2026

Auras Technology raises 2026 revenue outlook as AI-driven liquid cooling demand grows

Auras Technology said strong AI server demand will sustain growth in thermal management through 2028, driving the company to raise its full-year revenue growth forecast for 2026. Executives disclosed the supplier expects quarterly growth throughout 2026, lifted its revenue-growth target from 50% to 70%, and sees potential for higher gross margins as shipments expand.

Thursday 21 May 2026

From US$10m to US$2.2bn in 17 months: Starcloud bets on orbital fix for AI's energy crisis

Philip Johnston, co-founder and CEO of Starcloud, opened the second day of the Plug and Play Silicon Valley May Summit in Sunnyvale with a proposition that would have sounded implausible three years ago: the most economical place to build AI data centers may soon be in orbit.

Thursday 21 May 2026

OSE targets AI server SMT growth as memory demand lifts outlook

Orient Semiconductor Electronics (OSE) said that strong memory market demand is lifting its outlook and expanding its role in the memory supply chain, while also strengthening its importance in surface-mount technology (SMT) for AI server boards with major US clients.

Thursday 21 May 2026

Auto parts remain Iron Force’s core as AI server cooling shipments begin in 2Q26

Iron Force Industrial saw short-term pressure in its operations during the first quarter of 2026, due to tariff swings in the US-China trade war, adjustments to its product mix, and foreign exchange losses from a stronger Chinese Yuan. The automotive safety parts and thermal solutions maker also pointed to new progress in its efforts to enter the AI server cooling market, with liquid-cooling products set to become a new growth driver as shipments begin in the second quarter.

Thursday 21 May 2026

Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple

Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance on Apple and broaden its product portfolio.

Thursday 21 May 2026

Limited joint-load capacity threatens humanoid robots' ability to replace human labor

Humanoid robot developers and suppliers are increasingly focused on joint-module load-bearing capabilities as a key barrier to replacing human workers, according to supply-chain sources. Industry participants cite limited payload capacity, reduced durability of reducers, and structural strength as primary constraints on commercialization.

Thursday 21 May 2026

Agibot claims 100% success rate in factory deployment as humanoid race shifts to real-world validation

Peng Chen, business development director at Agibot, used the robotics session of the 5th Mobis Mobility Day in Sunnyvale to make a pointed argument: the humanoid robotics industry has moved past prototype competition into a phase where real-world deployment results are the only metric that matters.

Wednesday 20 May 2026

E Ink debuts color e-paper photo frames and monitors at Computex 2026

E Ink Holdings showcased color e-paper digital photo frames, monitors, smartphone-sized readers, and lifestyle products at Computex 2026, which opened on June 2 in Taipei, aiming to push e-paper into homes, offices, and personal spaces. The exhibit presented devices that use the E Ink Spectra 6 color e-paper technology to deliver vivid, paper-like visuals with no backlight and low power consumption.

Tuesday 19 May 2026

McKinsey warns of pilot purgatory as robotics market eyes $400 billion by 2040

Sarthak Vaish, associate partner at McKinsey & Company, delivered a pointed reality check at the 5th Mobis Mobility Day in Sunnyvale: the hardware for humanoid robots is ready, but the organizations meant to deploy them are not.

Tuesday 19 May 2026

Dell AI Factory crosses 5,000 enterprise clients on Nvidia-fueled demand

Dell Technologies has added 1,000 customers over the past quarter for its AI Factory servers, which use Nvidia chips and software to power AI applications for enterprises. The hardware company has been working to establish itself as a go-to partner for traditional businesses looking to weave AI into their workloads.

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