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NEWS TAGGED 2026
Monday 17 August 2026
AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
Monday 17 August 2026
Twoway Communications speeds defense push with C-UAS, unmanned vehicles

Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For...

Monday 17 August 2026
DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
Monday 17 August 2026
FSC plans MLPC trial production by end-2026 in passive component push
FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...
Monday 17 August 2026
Toppan eyes FC-BGA substrate price hikes as new line fills up
Japan's Toppan is negotiating price increases for FC-BGA substrates with customers as its new FC-BGA substrate plant ramps up, lifting the operating margin of its electronics business...
Monday 17 August 2026
E Ink cuts 2026 outlook as signage gains momentum

E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

Monday 17 August 2026
T-glass demand surges as IC substrate makers see shortages through 2028
As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
Monday 17 August 2026
Solomon posts record 2Q26 profit as AI vision, robotics orders surge
AI vision specialist Solomon Technology Corporation reported strong financial results for the second quarter of 2026, with quarterly profit reaching a record high. Solomon chairman...
Monday 17 August 2026
Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
Monday 17 August 2026
Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
Monday 17 August 2026
Appier lifts FY26 outlook after record second-quarter revenue and margin gains
Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
Monday 17 August 2026
Sigurd tops NT$2B in July revenue as AI testing demand surges
Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said...
Sunday 16 August 2026
China's AI supernode build-out turns more chips into more computing power

China is accelerating construction of its national computing network, and a growing share of new capacity is likely to use supernodes...

Sunday 16 August 2026
Nan Pao posts record second-quarter profit and July revenue as sales rise
Nan Pao Resins Chemical reported record second-quarter net profit attributable to the parent company of NT$877 million, with earnings per share of NT$7.27, as the Taiwan-based materials...
Sunday 16 August 2026
Edgecore pushes all-optical networking for distributed AI data centers
Edgecore Networks said distributed AI infrastructure will become more important as data centers run into limits on power, space, and cooling. Speaking at the 2026 OCP APAC Summit,...