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    Samsung reportedly speeds up 3D NAND, packaging and substrate plans
    4h 50min ago
    Doosan Electronic BG to build new CCL plant in Thailand
    4h 50min ago
    AI server ODMs face margin pressure as memory costs rise
    4h 50min ago
    AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance
    4h 50min ago
    Middle East conflict drives helium shortages and price spikes across semiconductor supply chains
    4h 50min ago
    Samsung foundry sees rebound prospects on 4nm projects and HBM4
    4h 51min ago
    NEWS TAGGED DEMAND
    Tuesday 12 May 2026
    BTL Group ramps AI server testing as orders extend through September
    BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...
    Tuesday 12 May 2026
    AI drives IC price hikes, lifts China chip exports 83.7% in April
    Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
    Tuesday 12 May 2026
    From substrates to servers, Taiwan industry gains from the AI infrastructure surge
    April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...
    Tuesday 12 May 2026
    PC chip demand stays murky in 2H26 as pre-buying clocks key
    Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
    Tuesday 12 May 2026
    Aurotek posts record first-quarter revenue and profit as robot demand surges
    Aurotek Corp. reported record results for the first quarter of 2026 as rising demand for smart manufacturing robots drove consolidated revenue and profit higher. The company said the...
    Tuesday 12 May 2026
    TSMC's US and Japan expansion lifts Trusval
    Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's...
    Tuesday 12 May 2026
    Taiwan AI server sales show gains spreading beyond TSMC

    Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

    Tuesday 12 May 2026
    Fitipower eyes 2Q26 growth on OLED DDI ramp
    Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...
    Tuesday 12 May 2026
    VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
    VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
    Tuesday 12 May 2026
    Taipower new president focuses on AI power demand, grid resilience
    Taiwan Power Company (Taipower) is entering a new wave of generation system installations at its Tunghsiao, Talin, and Hsinta Phase II plants. New president Kuo Tien-Ho, who took office...
    Tuesday 12 May 2026
    Altos targets South Korean AI server market with software edge
    Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
    Tuesday 12 May 2026
    Univacco posts record first-quarter revenue as North American demand strengthens
    Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook