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    Malaysia's Arm-backed chip push lifts Oppstar, SkyeChip as startup ambitions expand beyond packaging
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    SMIC refocuses on capital investment over dividends as AI boom reshapes demand
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    Edge AI is transforming wearables into proactive health and sensing platforms
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    Trump-Xi meeting leaves InP and CVD export controls unresolved
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    Analysis: High oil prices lifted global EV demand as Chinese automakers expanded overseas
    May 14, 19:21
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    May 14, 19:20
    NEWS TAGGED DEMAND
    Thursday 14 May 2026
    AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
    AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
    Thursday 14 May 2026
    Microloops posts record first-quarter profit as AI server cooling drives growth
    Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
    Wednesday 13 May 2026
    PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
    IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
    Wednesday 13 May 2026
    Inventec sees strong AI, general-purpose server demand through 2028
    Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
    Wednesday 13 May 2026
    Ajinomoto raises ABF substrate film prices 30%
    Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
    Wednesday 13 May 2026
    Dixon Technologies sees margin pressure as stagnation offsets full-year growth
    Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
    Wednesday 13 May 2026
    AI demand lifts Zhen Ding as server and chip substrate sales surge
    Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
    Wednesday 13 May 2026
    Global smartphone AP industry, 1Q 2026: Memory price hikes pressure smartphone AP market

    Introduction

    Wednesday 13 May 2026
    Y.S. Tech sees strong high-end cooling demand, but new plant costs weigh on profit
    Y.S. Tech reported that demand for high-end networking IT cooling and automotive orders lifted consolidated revenue to NT$1.129 billion in the first quarter of 2026 and operating profit...
    Wednesday 13 May 2026
    Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
    Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
    Wednesday 13 May 2026
    China's fiber optic giant unveils world's largest preform for AI data center boom

    China's Fiberhome Telecommunication Technologies has unveiled what it claims is the world's largest optical fiber preform, highlighting...

    Wednesday 13 May 2026
    India's smartphone shipments fall in 1Q26, signaling value-led market shift
    India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
    Wednesday 13 May 2026
    ChipMOS 1Q26 earnings jump 186% on strong packaging and testing demand
    Taiwanese outsourced semiconductor assembly and test (OSAT) services company ChipMOS Technologies reported strong growth in both revenue and profit for the first quarter of 2026. Net...
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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