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Thursday 9 July 2026

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June mobile controller shipments rose 47% from a year earlier even as global smartphone shipments are expected to decline, while PCIe SSD boot drive shipments jumped 5,600% year-over-year and some AI project orders now extend visibility into first half 2027.

Thursday 9 July 2026

Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates

Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported consolidated revenue of NT$65.603 billion in June, up 11.3% from May and 55.4% from a year earlier, while first-half 2026 revenue reached NT$342.609 billion, up 41% year on year.

Thursday 9 July 2026

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest single-month revenue on record, while second-quarter and first-half 2026 revenues both reached record highs.

Thursday 9 July 2026

Inventec expects server shipments to rise quarterly as component shortages loom

Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the same period and a single month. Second-quarter revenue totaled NT$269.86 billion, also a record for the same period and a single quarter. First-half revenue reached NT$470.17 billion, up 36.83% year-over-year and hitting an all-time high.

Thursday 9 July 2026

Lynas signs long-term partnership with JS Link for Malaysia magnet factory

Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains for electric vehicles, wind power, and electronics. The deal may help diversify global rare-earth processing, reduce dependence on China, and boost regional manufacturing capacity.

Thursday 9 July 2026

Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range handsets and hitting power amplifier (PA) shipments. Supply-chain companies said weaker gross margins are prompting brand owners to cut production and delay new model launches, while consumer caution is also dragging on demand.

Thursday 9 July 2026

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

SK Group chairman Tae-Won Chey is reportedly set to travel to the US for SK Hynix's American depositary receipt (ADR) listing on Nasdaq, where he will personally attend the celebration in New York. The move is being seen as more than a capital market event, as it marks an important moment in SK Hynix's effort to reposition itself from a traditional memory maker into a core company in AI infrastructure.

Thursday 9 July 2026

Server ODMs race to expand globally as parts shortages bite

AI server orders are flooding in, and original design manufacturers (ODMs) are racing to expand factories across the US and Asia to keep up. From California and Texas to Vietnam, Thailand, Malaysia, and Taiwan, expansion projects are now visible across the industry.

Thursday 9 July 2026

Gem Terminal June sales dipped as AI cooling and green power demand rose

Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based copper materials supplier said annual growth remained strong, supported by traditional products and newer applications tied to AI cooling and green energy projects.

Thursday 9 July 2026

Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

Nvidia is increasingly embracing partnerships with emerging AI chip developers, signaling a broader shift from competing solely on hardware to enabling heterogeneous AI infrastructure, according to The Information. The latest example is a collaboration with inference chip startup d-Matrix, following a similar partnership announced with SambaNova, as Nvidia positions its GPUs alongside specialized accelerators rather than against them.

Thursday 9 July 2026

Nan Pao Resins posts June sales record on price hikes and early customer orders

Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders ahead of expected price increases and the company adjusted some product prices to reflect higher costs. The Taiwanese adhesives maker said the trend lifted the second quarter and first-half top line as it pushed new products, expanded applications, and won more customers.

Thursday 9 July 2026

Univacco posts record revenue on card demand

Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing North American brand customers and a global surge in demand for collectible trading cards. The vacuum metallizing film and precision coating maker said June consolidated revenue rose to nearly NT$375 million (US$11.69 million), up 48.97% from a year earlier and 25.67% from May.

Thursday 9 July 2026

Largan investor conference to spotlight optical communications push and smartphone demand

Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.

Thursday 9 July 2026

Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry

Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up quickly. The Ministry of Finance said the NT$30 billion (US$935 million) financing program for overseas investment in its 12th round is close to its limit, while the newly opened 13th-round NT$60 billion quota has already been fully registered.

Thursday 9 July 2026

Foxconn expands RBA audits as AI server demand drives global factory growth

Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of 2025, the company had completed 85 Responsible Business Alliance Validated Assessment Program audits at 65 sites worldwide, according to a recent audit summary.

Thursday 9 July 2026

Taiwan says 2025 power supply stayed ample as demand eased

Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron chairman Tzu-Hsien Tung urged Taiwan to build 10 nuclear power units within 10 years. The ministry said reserve capacity stayed above 6% throughout the year and that days with reserves above 10%, known as green-light days, totaled 342.

Thursday 9 July 2026

Taiwan says China's slow growth could become the new normal

Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural problems remain unresolved. The council said China's low-speed growth could become the new normal as weak household spending, property market stress and financial risks continue to weigh on the economy.

Thursday 9 July 2026

Wistron backs Taiwan open source AI model and boosts compute for startups

Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort is tied to a push to build a Traditional Chinese large language model through a planned Taiwan Open Source Foundation.

Thursday 9 July 2026

Chenbro posts record June revenue as server and AI demand accelerate

Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide. The results suggest continued momentum for data centers, with implications for suppliers, operators, and investors across global technology markets.

Thursday 9 July 2026

Team Group posts record first-half revenue on industrial and AI demand

Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.

Thursday 9 July 2026

Compal's Rayonnant expands liquid cooling lineup for AI servers

Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and in-row liquid-to-liquid solutions. The rollout gives the Taiwan-based electronics group a deeper in-house role in liquid cooling as rack power densities increase across AI factories, large-scale training clusters, and high-performance computing (HPC) environments.

Wednesday 8 July 2026

Taiwan and South Korea to deepen startup investment ties

Taiwan and South Korea's venture capital groups have signed a pact to expand cross-border funding and exit opportunities, a move that could widen capital access for startups and reshape innovation links across Asia. The deal may also offer global investors new routes into two technology-heavy markets.

Wednesday 8 July 2026

LG Electronics posts higher 2Q26 revenue and operating profit

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth even as earnings eased slightly from the previous quarter.

Wednesday 8 July 2026

ZillTek posts steady revenue growth on PC, auto and hearing aid demand

ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems, and hearing aids. June revenue reached NT$179 million (US$5.6 million), up 9.93% from a year earlier.

Wednesday 8 July 2026

Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained strong, helping lift June 2026 consolidated revenue to NT$750 million (US$23.47 million), up 30.66% from a year earlier. The automotive powertrain and safety component maker also reported higher revenue for the second quarter of 2026 and the first half of the year.

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