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Wednesday 6 May 2026
Explainer: Why Supermicro's margins bounced back — one customer pulled back
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...
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
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,...
Wednesday 6 May 2026
Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
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...
Wednesday 6 May 2026
Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
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...
Wednesday 6 May 2026
Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
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...
Wednesday 6 May 2026
Analysis: The US$2.5 billion smuggling case hanging over Supermicro's US$40 billion year
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...
Wednesday 6 May 2026
Lumentum sees explosive expansion as AI demand fuels record results
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...
Wednesday 6 May 2026
TV panel prices stall as China cuts output to defend prices
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...
Wednesday 6 May 2026
DeepSeek pulls multimodal paper after brief release, reveals new visual reasoning approach
DeepSeek briefly released, then removed, a multimodal research paper that offers rare insight into its evolving AI strategy, drawing attention across the developer community.
Wednesday 6 May 2026
Supermicro posts US$10.2B in Q3 revenue, missing own guidance by US$2B as working capital swings drive US$6.6B cash outflow
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...
Wednesday 6 May 2026
From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
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...
Wednesday 6 May 2026
Foxconn revenue nears US$95B in first four months, AI server racks fuel 2Q26 outlook
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.
Wednesday 6 May 2026
How Plug and Play is bridging Taiwan's deep tech startups with Silicon Valley capital
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...
Tuesday 5 May 2026
Tesla AI5 dual sourcing may not mean equal weight for Samsung
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...
Tuesday 5 May 2026
SEMICON SEA 2026: Delta showcases AI-enabled smart manufacturing
Delta Electronics presented its latest AI-enabled smart manufacturing solutions at SEMICON Southeast Asia 2026, underscoring its efforts to advance efficiency, precision, and scalability...