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Thursday 7 May 2026
SEMI reports stronger wafer shipments with global implications
The SEMI Silicon Manufacturers Group reported a 13.1% year-over-year rise in global silicon wafer shipment area to 3,275 million square inches in the first quarter of 2026, signaling...
Thursday 7 May 2026
South Korea's US$344.3 million push to localize power chips
South Korea plans to provide KRW500 billion (US$344.3 million) in state funding for a large-scale research and development project aimed at localizing next-generation power semiconductors,...
Thursday 7 May 2026
Alphabet's global debt blitz underscores explosive AI funding boom across tech industry
Alphabet has significantly expanded its global borrowing program to finance artificial intelligence (AI) infrastructure, raising nearly US$17 billion through euro- and Canadian dollar-denominated...
Thursday 7 May 2026
Darfon posts margin rebound as AI server MLCC demand lifts first-quarter results
Darfon Electronics reported that its first-quarter 2026 profit and gross margin improved as consolidated revenue rose 9.9% year on year to NT$6.025 billion (US$192.11 million). The...
Thursday 7 May 2026
Sporton posts six-quarter high profit as FCC rule changes boost Taiwan testing demand
Sporton posted consolidated revenue of NT$1.191 billion (US$37.98 million) in the first quarter of 2026, with a gross margin of 47% and net profit after tax of NT$302 million, up 4.3%...
Thursday 7 May 2026
Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...
Thursday 7 May 2026
Yotta Data Services reportedly weighs IPO as India's AI infrastructure race accelerates
Yotta Data Services is considering an initial public offering in Mumbai that could raise as much as US$900 million, according to sources familiar with the matter, as reported by Bloomberg...
Thursday 7 May 2026
Taiwan delays in gas plants drive push for energy storage and virtual power plants
Taiwan's expanding semiconductor and AI-related industries have driven up electricity demand, prompting officials and researchers to call for the faster deployment of energy storage...
Thursday 7 May 2026
Chelic posts stronger first-quarter profit as AI server demand lifts automation parts
Chelic reported stronger first-quarter results as rising global shipments of AI servers drove demand across PCB, liquid-cooling, and semiconductor equipment supply chains, boosting...
Thursday 7 May 2026
Taipower plans grid upgrades as Longtan Phase 3 heads to NSTC review
The Longtan Science Park expansion known as Longke Phase 3 is being resubmitted for review to the National Science and Technology Council in May as Taiwan Power Company prepares for...
Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
Inventec sees strong NB and server demand but warns of component-driven margin pressure
Inventec reported April 2026 revenue of NT$84.786 billion (US$2.68 billion), down 3.17% month on month but up 36.53% year on year, signaling continued momentum in its notebook and...
Thursday 7 May 2026
Nvidia, AMD and Intel starve the PC market to feed the AI boom
The AI boom is beginning to cannibalize the very consumer hardware market that once fueled the PC industry's growth.