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    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    5min ago
    OCP: ASE unveils AI packaging trilogy
    7min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED DEMAND
    Thursday 6 August 2026
    National Aerospace Fasteners posts record first-half revenue on strong engine demand
    National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Thursday 6 August 2026
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD)...
    Thursday 6 August 2026
    Tung Yang July revenue rises 23% on stronger AM and OEM demand
    Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
    Thursday 6 August 2026
    FOPLP leads production as CoPoS advances glass packaging
    AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF)...
    Thursday 6 August 2026
    China auto exports shift production and pressure suppliers in the first half of 2026
    China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Thursday 6 August 2026
    Chicony Power wins US communications customer as AI server products move toward production
    Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
    Thursday 6 August 2026
    Adlink posts record second-quarter revenue on AI edge computing demand
    Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial...
    Thursday 6 August 2026
    Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
    Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

    Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

    Wednesday 5 August 2026
    Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

    Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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