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    SK Hynix plans to revise Nvidia's HBM4 shipments downward by around 20%
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    China rare earth leader hikes 2Q26 prices over 44%, experts warn of demand destruction
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    With 97.5% reliance on Israel, Bromine supply chain risks emerge
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    Foxconn deepens EV vertical integration with CDMS model for streamlined production
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    Stanford AI report shows narrowing US-China AI gap with China accelerating industrialization
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    Cooling fan makers remain optimistic about 2026 operations
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    NEWS TAGGED REVENUE
    Monday 13 April 2026
    MediaTek revenue hits record on AI chip demand, TPU orders key
    Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.
    Monday 13 April 2026
    Global chip sales expect to top US$1 trillion in 2026 on AI demand

    Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI)...

    Monday 13 April 2026
    China chipmaker Hygon expands CPU-GPU strategy for AI compute

    China's push for AI self-sufficiency is lifting Hygon Information Technology from a server CPU supplier into a broader AI compute platform...

    Monday 13 April 2026
    Taiwan ramps up science park expansion as TSMC growth pushes capacity limits
    Powered by surging semiconductor investment—led by TSMC—Taiwan's science parks are nearing full capacity, accelerating government efforts to expand land, infrastructure,...
    Monday 13 April 2026
    Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth
    Industrial PC (IPC) maker Sysgration saw consolidated revenue reach NT$292 million (US$9.2 million) in March 2026, buoyed by its three main product lines of backup battery units (BBUs),...
    Monday 13 April 2026
    AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
    Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...
    Monday 13 April 2026
    Aurotek posts record 1Q26 revenue on AI software, robotics integration
    Aurotek reported record-high revenues in March and the first quarter of 2026, driven by a surge in market demand for its robotics products integrated with artificial intelligence (AI)...
    Monday 13 April 2026
    India roundup: Domestic chip firms anchor India's semiconductor ambitions

    India is advancing its semiconductor ecosystem via design alliances and acquisitions, while recalibrating...

    Monday 13 April 2026
    SAS Group's green and AI pivot gains traction
    SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...
    Monday 13 April 2026
    Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products
    Nan Pao Resins Chemical Group reported a historic revenue high for March, reaching NT$2.4 billion (approx. US$75.3 million), up 17.4% year-over-year, fueled by raw material price fluctuations...
    Monday 13 April 2026
    Delta Electronics hits record revenue on AI server, liquid cooling surge
    Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
    Sunday 12 April 2026
    Ennostar shifts to profit focus, ramps Micro LED and optical communications

    Ennostar Inc. chairman Paul Peng said the company has emerged from a multi-year restructuring phase and is now entering a period of acceleration,...

    Sunday 12 April 2026
    Pan-International bets on AI servers as automotive demand growth slows in 2Q26
    Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
    Sunday 12 April 2026
    How long can the AI server ODM boom last as growth begins to slow
    Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
    Sunday 12 April 2026
    Why some ASIC design service firms are missing out on the AI boom?
    Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...
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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