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    TaiSol expects server revenue to top 50% in 2H26, liquid cooling to exceed 25% for full year
    3min ago
    Samsung keeps High-NA EUV rollout cautious as foundry profitability remains the focus
    16min ago
    Seoul Semiconductor weighs India LED plant to tap ISM 2.0 incentives
    27min ago
    Taiwan lawmakers stall on drone procurement bill as localization debate intensifies
    31min ago
    AI memory shortage may lift smartphone prices in 2H26
    Jul 20, 18:25
    Zeiss claims China cannot bypass EUV with advanced packaging
    Jul 20, 18:25
    Samsung reportedly bets on Wide Fold as Apple’s foldable iPhone nears
    Jul 20, 18:25
    Taiwan PCB makers expand into Southeast Asia on supply chain shifts and AI demand
    Jul 20, 18:25
    China's solar industry has posted losses for three straight years amid excess capacity
    Jul 20, 18:25
    NEWS TAGGED SHIPMENTS
    Wednesday 15 July 2026
    US licenses widen Nvidia H200 access in China, but shipments remain minimal

    Nvidia H200 exports to China are expanding to a broader group of licensed buyers, though actual deliveries remain negligible under...

    Wednesday 15 July 2026
    MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

    Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

    Wednesday 15 July 2026
    Taiwan becomes Ukraine's third-largest drone battery supplier
    A new report released by the Taiwanese national think tank Research Institute for Democracy, Society and Emerging Technology (DSET) found that Taiwan's drone battery industry has achieved...
    Wednesday 15 July 2026
    Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
    China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
    Wednesday 15 July 2026
    Buima lifts June revenue as battery modules and energy storage demand grows
    Buima said that its June 2026 revenue continued to rise on stronger green energy business and battery backup unit (BBU) module shipments, with sales the second quarter and first half...
    Wednesday 15 July 2026
    Nam Liong posts strong Q2 as high-value materials drive growth
    Nam Liong Global Corporation reported consolidated revenue of NT$245 million (US$8.4 million) for June 2026, down 2.56% from the previous month but up 21.66% year over year, reflecting...
    Wednesday 15 July 2026
    Parpro revenue jumped on defense and satellite shipments in June 2026
    Industrial computer maker Parpro reported strong June revenue as higher shipments of defense-related products lifted its monthly, quarterly, and first-half results. The company said...
    Tuesday 14 July 2026
    Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

    According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

    Tuesday 14 July 2026
    Gemtek says optical module ramp will drive growth from 2027
    Gemtek Technology said its high-speed optical module business is set to become a major growth driver from 2027, after a business model transition weighed on first-half revenue. The...
    Tuesday 14 July 2026
    WeLeader Biomedical posts record 1H26 revenue on stronger health screening demand
    WeLeader Biomedical reported that June 2026 consolidated revenue reached NT$113 million (US$3.52 million), its second-highest monthly level on record, as Taiwan's health screening...
    Tuesday 14 July 2026
    Fiber filter maker sees June and first-half revenue rise on tech demand
    Taiwan-based filter maker Fusheng International said on July 10 that stronger investment by high-tech customers lifted its June and first-half revenue to their second-highest levels...
    Monday 13 July 2026
    Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications

    Introduction

    Monday 13 July 2026
    SK Hynix reportedly starts Nvidia HBM4 shipments ahead of September ramp

    SK Hynix began mass-production shipments of 12-layer HBM4 to Nvidia at the end of June and is increasing output ahead of a broader...

    Monday 13 July 2026
    Pegatron June revenue rose 15.9% on server shipments and AI expansion
    Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...
    Monday 13 July 2026
    Aker rides on auto and industrial demand for quartz shipments
    Aker said auto and industrial control customer demand drove double-digit revenue growth in the first half of 2026, while AI-related power components also saw a sharp increase in shipments...
    2/61 pages
    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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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