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Wednesday 15 April 2026
PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures
PX Mart, Taiwan's retail leader, is accelerating its electronic shelf label (ESL) deployment, raising its investment from NT$3-4 billion (US$95-127 million) and shortening the rollout...
Wednesday 15 April 2026
Southern Taiwan Science Park eyes US$94 billion on AI tailwinds
Riding the artificial intelligence (AI) boom and strong demand for advanced semiconductor processes, the Southern Taiwan Science Park (STSP) posted record-high revenue of NT$2.97 trillion...
Wednesday 15 April 2026
China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026
CyberTAN post strong 1Q26 growth on improved product mix
CyberTAN, a networking hardware maker, reported strong revenue growth in March 2026, supported by a stronger product mix and solid shipment contributions. Consolidated revenue reached...
Wednesday 15 April 2026
Cooling fan makers remain optimistic about 2026 operations
Record revenues and aggressive liquid-cooling rollouts at leading fan makers signal shifting global demand, with server and automotive needs underpinning growth while consumer-linked...
Wednesday 15 April 2026
Taiwan cooling suppliers post record March revenue as AI demand lifts liquid cooling

Taiwan's leading thermal solution providers reported record revenue in March 2026, as AI-driven demand extended into general-purpose servers...

Tuesday 14 April 2026
Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
Tuesday 14 April 2026
Winmate shifts to AI platform with defense and edge computing as dual engines
Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
Tuesday 14 April 2026
March 2026 revenue for ODM/EMS surged on back of AI server demand
Taiwan's ODM and EMS sectors saw a surge in revenue in March 2026, driven primarily by strong AI server demand alongside seasonal quarter-end restocking. Notably, growth extended beyond...
Tuesday 14 April 2026
Starlink's growth trajectory takes center stage ahead of SpaceX IPO
As SpaceX weighs a potential initial public offering at a targeted valuation of up to US$2 trillion, new financial data suggest that investor appetite will likely hinge on whether...
Tuesday 14 April 2026
JCET advances CPO, glass substrates to capture AI packaging demand
JCET, China's leading outsourced semiconductor assembly and test (OSAT) provider, is accelerating its push into advanced packaging, sharpening its position in AI servers, data centres,...
Tuesday 14 April 2026
Asus exceeds expectations with 2x server revenue and growing notebook shipments
Asus has recently unveiled two major surprises in its business outlook. According to supply chain sources, the company's newly set internal targets for 2026 notebook shipments and...
Tuesday 14 April 2026
Passive component demand splits in 2026; AI and autos hold firm

The passive components sector is emerging from its inventory slump, with Yageo and Walsin Technology flagging a pickup in both commodity...

Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
Tuesday 14 April 2026
King Yuan Electronics posts record 1Q26 revenue, raises capex to NT$50 billion
Benefiting from continued demand driven by artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated circuits (ASIC), semiconductor testing...