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Friday 10 July 2026
Former chip designer turned VC delivers reality check on AI, CPO hype
A veteran chip engineer turned venture capitalist used a panel at Taipei's Asia VC Summit on Wednesday to challenge two of the semiconductor industry's most fashionable narratives:...
Thursday 9 July 2026
Pegatron chairman urges Taiwan to rethink nuclear power amid energy-security risks
Taiwan's energy choices matter well beyond the island because they affect semiconductor supply chains, advanced manufacturing, and the stability of electricity-intensive industries...
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
Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

OpenAI and SpaceX have released new models laden with features that show the direction of frontier AI model development, including...

Thursday 9 July 2026
Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
Thursday 9 July 2026
HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand
HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion...
Thursday 9 July 2026
Tesla skips the AIDV talk—it already owns SDVs

AI-defined vehicles (AIDVs) are built on software-defined vehicles (SDVs), and Tesla is arguably the world's most representative company...

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
Lynas signs long-term partnership with JS Link for Malaysia magnet factory
Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains...
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
SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq,...

Thursday 9 July 2026
Server ODMs race to expand globally as parts shortages bite
AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand,...
Thursday 9 July 2026
Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

The quiet death of a display program says more about where Apple is heading than any product launch: the company's ambition to sell...

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...