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Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Adlink bets on physical AI with robotics, healthcare, and semiconductors
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Saturday 16 May 2026
AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
Saturday 16 May 2026
Taiwan semiconductor materials, April 2026— One sector, two races
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and...
Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...
Friday 15 May 2026
Memory maker Biwin reapplies for listing on Hong Kong Stock Exchange
Biwin Storage Technology recently resubmitted its listing application to the Hong Kong Stock Exchange again, with Huatai Financial Holdings acting as the sole sponsor. The Chinese...
Friday 15 May 2026
AAEON sees rising orders as AI focus drives 2026 growth plan
AAEON Technology reported sustained demand growth and a rising book-to-bill ratio, signaling stronger momentum into the second quarter and second half of 2026. The industrial PC maker...
Friday 15 May 2026
Panel makers cool in April 2026, pivot to CPO and FOPLP
After the early pull-forward effect from customers began to fade, Taiwan's panel makers have started to show signs of slower operating momentum. Weaker demand for consumer electronics...
Friday 15 May 2026
TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
TECO Electric & Machinery reported first-quarter 2026 revenue of NT$14.235 billion (US$451.17 million), a 4.54% year-over-year increase, and earnings per share of NT$0.51, as executives...
Friday 15 May 2026
Analysis: Nvidia ramped up AI investments to US$45.3 billion in 2026, reshaping AI supply chain
Nvidia expanded a rapid investment campaign in 2026, deploying US$17.5 billion in the fiscal year that ended January 25, 2026, and topping US$45.3 billion so far in 2026, according...
Friday 15 May 2026
Applied Materials scales manufacturing and innovation to meet AI demand
Following record second-quarter 2026 financial results, Applied Materials has detailed an extensive strategy to scale its global manufacturing capacity and accelerate technology commercialization...
Friday 15 May 2026
Hua Hong Semiconductor strategy focuses on AI demand and specialty tech expansion
Hua Hong Semiconductor is positioning itself to capitalize on the accelerating transformation of the global semiconductor industry, driven primarily by the "unmistakably positive impact...
Friday 15 May 2026
SMIC refocuses on capital investment over dividends as AI boom reshapes demand
During its first-quarter 2026 earnings call on May 15, Semiconductor Manufacturing International Corporation (SMIC) detailed a strategic realignment of its operations to capitalize...