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    China’s AI talent demand spreads into chips, rare earths and new materials
    Jul 9, 18:38
    ASIC server demand rises, boosting high-speed connectivity suppliers
    Jul 9, 18:38
    Compal says US clients praised Taiwan’s robot component supply chain
    Jul 9, 18:38
    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
    Jul 9, 18:38
    NEWS TAGGED SHIPMENTS
    Friday 10 July 2026
    Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

    Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has...

    Friday 10 July 2026
    BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

    BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

    Friday 10 July 2026
    Ledlink says recovery gathers pace as auto lens sales hit record highs

    Ledlink said its turnaround is strengthening, with losses narrowing in the first quarter of 2026 and growth returning in the second...

    Friday 10 July 2026
    Neousys posts June revenue growth as edge AI demand broadens globally
    Neousys Technology reported stronger June revenue, reflecting rising global demand for edge AI, intelligent automation, and edge computing. The industrial PC maker said shipments from...
    Thursday 9 July 2026
    Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
    Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
    Thursday 9 July 2026
    Notebook shipment update, May 2026
    DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
    Thursday 9 July 2026
    Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
    Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...
    Thursday 9 July 2026
    Inventec expects server shipments to rise quarterly as component shortages loom
    Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
    Thursday 9 July 2026
    Memory costs slash low-end phone output and pressure PA shipments

    The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Largan investor conference to spotlight optical communications push and smartphone demand
    Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting...
    Thursday 9 July 2026
    Partner Tech posts 7.45% first-half revenue gain on higher-value product shift
    Shuttle Inc reported consolidated revenue of NT$165 million (US$5.14 million) in June 2026, up 23.12% from a year earlier, and NT$481 million for the second quarter. For the first...
    Thursday 9 July 2026
    Anpec June revenue rises on fan motor driver IC demand
    Taiwanese PMIC provider Anpec reported stronger revenue in June 2026, supported by rising demand for fan motor driver ICs. The company said June revenue reached NT$695 million, up...
    Thursday 9 July 2026
    Arterytek posts record second-quarter revenue on stronger MCU demand
    Arterytek, the microcontroller unit maker under Faraday Technology, said its unaudited June revenue rose to NT$370 million (US$11.53 million), up 20% from May and 114% from a year...
    Thursday 9 July 2026
    Compeq says AI and satellite demand offset seasonal slowdown

    HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook