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Saturday 8 August 2026
Accton revenue jumps on AI switch demand as 1.6T shipments expand
Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
Saturday 8 August 2026
Ching Chan Optical profit jumps on high-end optical sorter demand
Ching Chan Optical Technology said second-quarter 2026 earnings per share reached NT$0.96, up 12-fold year-on-year, as shipments of high-end optical sorting machines for passive components...
Saturday 8 August 2026
iST reports higher gross margin in the second quarter as validation demand rises
Integrated Service Technology (iST) reported consolidated revenue of about NT$1.184 billion in the second quarter of 2026, up 9.24% quarter-over-quarter but down 1.7% from a year earlier...
Friday 7 August 2026
WinWay revenue jumps as AI test socket orders drive growth
WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth...
Friday 7 August 2026
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026
Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
Friday 7 August 2026
Integrated ecosystems become focus of AI-driven smart vehicle development
The global automobile industry has been at the cusp of a critical transition into electrification and smart technologies, and the focus of future competition in the industry will move...
Friday 7 August 2026
Abu Dhabi sovereign wealth fund Mubadala weighs US$6.3B investment in Japan AI data center

The United Arab Emirates is considering investing as much as JPY1 trillion (approx. US$6.3 billion) in a 500MW artificial intelligence...

Friday 7 August 2026
Malaysia weighs loosening rare earth export limits as global supply chase intensifies
Malaysia is reviewing limits on unprocessed rare earth exports as investors seek access and governments worldwide race to secure strategic minerals. Any policy shift could affect supply...
Friday 7 August 2026
China launches review of Palo Alto Networks as trade tensions with US escalate
China's cyberspace authority said it has begun to scrutinize products sold by US cybersecurity company Palo Alto Networks within the country, citing risks to national security and...
Friday 7 August 2026
Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home
MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter...
Friday 7 August 2026
Iron Force Industrial posts weaker first half as it pushes AI server cooling parts
Iron Force Industrial reported first-half 2026 consolidated revenue of NT$2.441 billion, down 2.98% from a year earlier, as rising pressure on its automotive business weighed on results...
Friday 7 August 2026
Chinese AI firms shift toward monetization as LLM providers reportedly signal price increases
Chinese large language model (LLM) developers are beginning to move away from aggressive price competition, with leading players reportedly introducing higher prices and new commercial...
Friday 7 August 2026
US optical transceiver ban risks slowing AI data center build-out
A proposed US ban on new Chinese optical transceivers could disrupt the build-out of AI data centers before Western suppliers have enough capacity to replace Chinese production, raising...
Friday 7 August 2026
Interview: Nvidia exec on progress of CPO production and pluggable optics
Nvidia Senior Vice President of Networking Gilad Shainer said the company is building the key network architecture and optical interconnect technologies needed for AI factory deployments...