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Friday 15 May 2026
Foxconn targets 3Q26 CPO switch mass production, eyes multifold 2027 growth
Foxconn announced at an online investor briefing on May 14 that its common-package optics (CPO) switches are scheduled for mass production and shipments beginning in the third quarter...
Friday 15 May 2026
Taiwan touch panel makers post mixed 1Q26 results on consolidation and uneven demand
Taiwan's touch panel makers posted mixed first-quarter 2026 results. TPK Holding led the sector after consolidating display driver IC maker Ilitek, boosting revenue, margins, and net...
Thursday 14 May 2026
Asus's record revenue signals greater exposure to AI server demand and higher component costs
Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
Thursday 14 May 2026
Wieson eyes 2Q26 recovery as new businesses gain traction
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Thursday 14 May 2026
Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles...
Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Wednesday 13 May 2026
Canada opens limited EV market to China as automakers jockey for position
Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports...
Wednesday 13 May 2026
Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
Wednesday 13 May 2026
India's smartphone shipments fall in 1Q26, signaling value-led market shift
India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
Wednesday 13 May 2026
Lite-On, Delta benefit from surge in AI server power demand
April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...
Wednesday 13 May 2026
Middle East war triggers helium crunch, sends China gas prices up 10-fold

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under...

Wednesday 13 May 2026
Taiwan machinery exports rise for 15th month on AI and semiconductor demand
Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment...