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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    4h 4min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    4h 4min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    4h 4min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    4h 4min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    4h 4min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    4h 4min ago
    NEWS TAGGED REVENUE
    Wednesday 13 May 2026
    Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum
    Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from...
    Wednesday 13 May 2026
    TsangYow's Malaysia plant to start up in 2026
    At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

    Tuesday 12 May 2026
    BTL Group ramps AI server testing as orders extend through September
    BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
    Tuesday 12 May 2026
    Aurotek posts record first-quarter revenue and profit as robot demand surges
    Aurotek Corp. reported record results for the first quarter of 2026 as rising demand for smart manufacturing robots drove consolidated revenue and profit higher. The company said the...
    Tuesday 12 May 2026
    TSMC's US and Japan expansion lifts Trusval
    Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's...
    Tuesday 12 May 2026
    E Ink eyes 25% growth in 2026 on surface push
    E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
    Tuesday 12 May 2026
    AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

    Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

    Tuesday 12 May 2026
    Fitipower eyes 2Q26 growth on OLED DDI ramp
    Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...
    Tuesday 12 May 2026
    VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
    VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
    Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...
    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
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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