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Wednesday 19 August 2026
Merida sees full-year 2026 growth as Europe and China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Wednesday 19 August 2026
TBI Motion books orders into 2027 and steps deeper into humanoid robotics

TBI Motion Technology returned to profit in the second quarter of 2026, with strong demand extending order visibility into 2027. The...

Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
DDR4 shortages slow Wi-Fi 6 replacement as Wi-Fi 7 ramp continues

Tight DDR4 supply and rising memory costs are reshaping the timing of home and enterprise networking upgrades worldwide. While equipment...

Wednesday 19 August 2026
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Wednesday 19 August 2026
Everlight Electronics to sell Miaoli plant as Thailand expansion, AI demand reshape growth outlook

LED packaging maker Everlight Electronics said it will sell its Tongluo plant in Miaoli to Sinbon for NT$3.458 billion (US$108.5 million),...

Wednesday 19 August 2026
AI drives EISO high-end PCB orders as CCL shortages bite

Niche printed circuit board (PCB) maker EISO Enterprise said that 2026 industry demand has returned to post-pandemic highs as AI applications...

Wednesday 19 August 2026
Charts: Memory, not logic, is doing the work in Taiwan's July chip revenue

Scale and growth have decoupled. TSMC still supplies more than half the sector's monthly sales, but the growth table now belongs to...

Wednesday 19 August 2026
Charts: New capacity is starting to show up in Taiwan's packaging and test revenue
Ardentec credits a new fab entering volume production for the sharpest monthly jump in the sub-sector; ELASER's revenue nearly doubled year on year on customer demand.
Tuesday 18 August 2026
VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

VeriSilicon posted record first-half 2026 revenue of CNY1.86 billion (US$276 million), up 91.37% year-on-year, as AI computing demand...

Tuesday 18 August 2026
Huawei Hubble builds China's InP optical chip stack for the AI interconnect era
Huawei's semiconductor investment arm is seeing an earlier optical-chip strategy line up with the AI infrastructure boom. Since 2019, Hubble Technology Investment Co. has backed a...
Tuesday 18 August 2026
Daxin Materials accelerates semiconductor push with 12 products in mass production
Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment...
Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
Innolux posts 4th straight profit, sees consumer display slip in 3Q26
Innolux said net profit after tax reached NT$4.65 billion (US$146.3 million) in the second quarter of 2026, marking a fourth consecutive quarter in the black. The panel maker warned...
Tuesday 18 August 2026
Russia fuels China's ICE exports while Europe's NEV figures mask transshipment demand
China's accelerating auto export boom reveals two trends that challenge conventional assumptions. First, Russia—China's largest single export market—is still overwhelmingly...