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Friday 10 April 2026
Taiwan targets Poland's drone supply chain as Eastern European demand surges
Taiwanese companies are accelerating efforts to enter Poland's fast-growing drone supply chain, as the Eastern European country emerges as a hub for defense procurement and a gateway...
Friday 10 April 2026
Inventec posts record March and 1Q26 revenue on AI server strength
Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Friday 10 April 2026
Weblink International: Apple Mac mini and MacBook Neo drive strong sales, boosting operational momentum
Weblink International reported rising PC costs from tight memory supply and strong commercial demand driven by AI, boosting March and first-quarter 2026 revenue; global readers should...
Friday 10 April 2026
Praise Victor Industrial aims to break Fujibo's soft pad dominance with 2Q26 sample certification
As AI and high-performance computing (HPC) demand surges and the semiconductor supply chain undergoes accelerating restructuring, structural changes are emerging in the critical materials...
Friday 10 April 2026
Transcom Technology sees flat 2026 revenue after Taiwan budget delays, but India order may broaden international reach
Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...
Thursday 9 April 2026
Haptic touchpads and AI vision chips propel Elan's early 2026 growth

Taiwan-based touch IC design leader Elan Microelectronics announced its March 2026 and first-quarter revenue figures, posting robust growth...

Thursday 9 April 2026
Memory shortage persists, ASPs surge up to fivefold, says module maker chief
Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
Thursday 9 April 2026
Hinge maker Jarllytec expands into optical communications, targets AI server demand
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
Thursday 9 April 2026
Samsung, SK Hynix pivot to long-term memory deals; Kioxia signals dividend confidence

Samsung Electronics and SK Hynix are reportedly shifting to multi-year memory supply agreements, marking a structural change in how the...

Thursday 9 April 2026
AmTRAN's high-value product shipments boost 1Q26 revenue
AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed...
Thursday 9 April 2026
ODMs erase seasonal slump as notebooks and AI servers drive March surge
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
Thursday 9 April 2026
Chenbro Micom sees AI-driven hardware surge bolstering global data center deployments
Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...
Thursday 9 April 2026
Samsung P4 fab nears completion, expanding 1c DRAM capacity
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Thursday 9 April 2026
CATL invests in China's Zhongheng Electric as AI demand surges

As artificial intelligence (AI) accelerates the buildout of data centers, the race to supply their enormous energy demands is drawing...

Thursday 9 April 2026
When will CPO actually see mass production?
The market continues to closely watch the deployment of co-packaged optics (CPO) technology in cloud AI, driven by the desire of the silicon photonics (SiPh) ecosystem to see a tangible...