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Monday 5 January 2026
China memory makers' IPO line up: CXMT seeks US$4.2 billion, YMTC prepares filing
Strong AI demand has pushed the memory sector into a rare upcycle. China's leading DRAM maker CXMT is advancing an IPO application on the STAR Market, targeting CNY29.5 billion (US$4.21...
Monday 5 January 2026
NAFCO posts record December revenue and is optimistic for 2026
The National Aerospace Fasteners Corporation (NAFCO) revenue for December 2025 hit a new record of NT$405 million (approx. US$12.9 million), up 7.84% month-over-month and 19.61% year-over-year...
Monday 5 January 2026
Memory price surge drives profit windfall across sector
Memory demand remains elevated, with supply shortages driving prices sharply higher and triggering a broad profit surge across the sector. Memory module makers Adata and Team Group...
Monday 5 January 2026
Taiwan IC design industry faces intensifying G2 pressures in 2026
Taiwan's integrated circuit (IC) design sector faces intensified challenges as 2026 begins that may push its global revenue ranking to third place, largely due to competitive pressures...
Saturday 3 January 2026
Analysis: Chip boom squeezes device makers as surging component costs threaten margins
The global semiconductor market is projected to reach US$1 trillion as early as 2026, significantly ahead of previous industry forecasts targeting 2030. The World Semiconductor Trade...
Friday 2 January 2026
Taiwan networking firms expect 2026 growth as AI drives switch upgrades and Wi‑Fi 7 adoption
Taiwanese networking companies are broadly optimistic about returning to growth in 2026 as an AI-driven expansion moves beyond chips and servers into network transmission layers,...
Friday 2 January 2026
CXMT logs first annual profit on DRAM price rebound

ChangXin Memory Technologies (CXMT) returned to profitability in 2025, recording its first full year of net income after a rebound in...

Friday 2 January 2026
Foxconn-backed Foxtron outlines 2026 growth plans amid 2025 revenue challenges
Foxtron, backed by Foxconn, held an investor briefing on December 31, 2025, to review recent performance and forecast its strategy amid a cautious market outlook for 2026. Despite...
Thursday 1 January 2026
2026 AI server demand tied to profitable AI as unmonetizable projects stall
As AI adoption accelerates, global and US economies in 2025 have been increasingly driven by technology companies' investments in AI infrastructure. Analysts warn that next year's...
Wednesday 31 December 2025
Weblink bets on memory price surge and AI server boom for double-digit growth in 2026
Taiwan-based tech products distributor Weblink International is riding a surge in memory prices and robust demand for AI servers, positioning the company for strong growth in 2026...
Wednesday 31 December 2025
Taiwan OSATs boost spending as CoWoS supply tightens

Taiwan's leading semiconductor assembly and test providers are launching record capital spending programs to expand advanced packaging...

Wednesday 31 December 2025
Ability Opto-Electronics eyes strong 2026, expands in Vietnam
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
Tuesday 30 December 2025
Inpaq expects PC/notebook upgrade momentum to continue; CEO says component price hikes are inevitable
Passive components maker Inpaq, under Passive System Alliance (PSA), held its annual investor conference. Looking ahead, CEO Eunice Chen expects 2025 orders driven by the PC/notebook...
Tuesday 30 December 2025
Huawei chair outlines resilience under years of sanctions
Huawei rotating chairwoman Sabrina Meng delivered the company's 2026 New Year speech on December 30, 2025, highlighting Huawei's resilient business strategy despite enduring years...
Tuesday 30 December 2025
Chant Sincere advances in AI high-speed interconnect and automotive electronics growth
Chant Sincere, a supplier specializing in high-speed connector modules, is expanding its presence in AI high-performance computing and automotive electronics as network switches evolve...