CONNECT WITH US
NEWS TAGGED DEMAND
Monday 12 October 2026
Largan shifts new plant to FAU production as smartphone orders soften
Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units,...
Monday 12 October 2026
AI doubles Aker differential oscillator mix; 312.5MHz sample set for 4Q26
Aker Technology said AI and electric vehicle demand are driving faster shipments, with automotive products accounting for 51.88% of sales in the first half of 2026. The quartz component...
Monday 12 October 2026
Episil chairman says SiC is not yet shifting from 6-inch to 8-inch
Episil held an earnings call on October 7, saying silicon carbide (SiC) capacity utilization has rebounded quickly from 30% at a low point to nearly 90% now. If 6-inch order demand...
Monday 12 October 2026
MAtek September 2026 revenue hits record for 7th straight month
MAtek, a leading semiconductor testing company, reported September 2026 revenue of NT$569 million (approx. US$17.8 million), up 12.31% year-over-year. Revenue for the first nine months...
Monday 12 October 2026
Neweb Information lifts 2Q26 net profit 118% on IT upgrade demand
System integration provider Neweb Information, which is set to list on October 23, reported September 2026 revenue of NT$77.02 million (approx. US$2.41 million), up 33.48% year-over-year,...
Monday 12 October 2026
ICT inflation impact limited as supply shock falls short
Prices for electronic components such as memory, advanced copper foil, glass fiber cloth, and ABF substrates have been rising for some time as makers pass on costs amid tight supply...
Monday 12 October 2026
DIGITIMES Insight: Why AI is shifting telecom traffic to the uplink
AI is changing the logic of telecom traffic growth, with Ericsson and industry researchers warning that mobile networks must now handle not only more data, but also more uplink traffic,...
Monday 12 October 2026
Winmate rolls out rugged edge AI platform for drones, robotics
Winmate posted September 2026 revenue of NT$535 million (approx. US$16.8 million), up 31.8% month-on-month and 95.9% year-on-year, driven by strong end-market demand in defense, semiconductors,...
Monday 12 October 2026
Nanya Plastics deepens push into power engineering as AI infrastructure demand rises
Nanya Plastics Corporation is expanding into heavy electrical equipment and power engineering, a move that could ripple beyond Taiwan as global demand for AI data centers, grid upgrades,...
Sunday 11 October 2026
Novatek quarterly revenue tops NT$30B as smartphone demand, edge AI chips lift results
Novatek reported stronger September and third-quarter 2026 revenue, suggesting seasonal smartphone demand and growth in edge AI chips are supporting the global display and chip supply...
Sunday 11 October 2026
Amtran September revenue hits nearly 7-year high on non-TV, OLED monitor shipments
Amtran reported September 2026 revenue of NT$3.45 billion (US$107.87 million), up 26.4% month-over-month and 32.5% year-over-year, as higher-end display shipments and stable OLED monitor...
Sunday 11 October 2026
Everlight Chemical September revenue rises on strong electronic chemicals demand
Everlight Chemical reported higher September and year-to-date revenue, with electronic chemicals driving most of the growth. The results suggest continued resilience in industrial...
Sunday 11 October 2026
Mobile and notebook slowdown boosts wearable sports tech demand
Growth in the smartphone and notebook markets is slowing in 2026 as memory price hikes and other factors weigh on shipments. The market even expects that smartphone shipments in 2026...
Saturday 10 October 2026
Phison posts record September revenue as AI tops half of sales
Phison Electronics reported record September consolidated revenue of NT$30.639 billion (US$959 million), up 8% from August and 370% from a year earlier. The Taiwanese storage chipmaker...
Saturday 10 October 2026
Zhen Ding posts record September sales on mobile demand and AI applications
Zhen Ding Technology said September 2026 consolidated revenue reached NT$26.358 billion (US$825.13 million), up 36.13% year over year and 27.54% from August, setting a monthly record...