Supermicro's third-quarter of fiscal 2026 gross margins snapped back to 10.1% non-GAAP, up from 6.4% in the second quarter of fiscal 2026. CEO Charles Liang attributed the recovery...
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...
Supermicro CEO Charles Liang used the opening of his fiscal third quarter of 2026 earnings call to address a topic unrelated to revenue or margins: the DOJ indictment of former employees...
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
The LCD TV panel market has shifted sharply from aggressive stocking to defensive procurement as global sports-event demand fades, pre-stocking cycles for China's 618 shopping festival...
DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.
Supermicro reported fiscal third-quarter revenue of US$10.24 billion, up 123% year-over-year but down 19% sequentially and well below both the company's own guidance of at least US$12.3...
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
Driven by sustained growth in AI server demand, Foxconn reported consolidated revenue of NT$832.1 billion (US$26 billion) for April 2026, marking a record high for the month.
For much of the past decade, Taiwan watched from the sidelines as global venture capital poured into software. The island's world-class manufacturers, semiconductor giants, and precision...
Tesla CEO Elon Musk has confirmed that the company's in-house AI5 chip has completed design tape-out and entered a critical pre-production validation stage. The move has drawn renewed...
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...