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Wednesday 19 August 2026
Samsung Display restarts Asan OLED plant to meet foldable and IT demand
Samsung Display Co. is reported to be restarting construction of a new OLED plant in Asan, South Korea, after a five-year pause as demand rises for foldable phones and OLED panels...
Wednesday 19 August 2026
GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains
GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 lev...
Wednesday 19 August 2026
Taiwan Mobile sees Systex deal as AI-driven expansion play, targets 14% ICT market share
Taiwan Mobile (TWM) recently announced a tender offer for Systex, setting a goal of doubling its share of Taiwan's information services market from 7% to 14% within six years. TWM...
Wednesday 19 August 2026
Baidu's AI business drives growth as robotaxi expansion accelerates
Baidu is deepening its shift toward an AI-first business, with AI-powered operations accounting for half of its general business revenue in the second quarter as demand for computing...
Wednesday 19 August 2026
Google to move all Pixel production out of China in 2027, Nikkei Asia says
Google has told suppliers it plans to move all production of Pixel smartphones, smartwatches and wireless earbuds out of China starting in 2027, after making progress developing and...
Wednesday 19 August 2026
AVer sees second-half growth as supply pressure and AI demand reshape strategy
AVer Global said second-half growth remains supported by education tenders, stable ODM orders, and planned price increases, even as rising material costs and sensor shortages strain...
Wednesday 19 August 2026
Taiwanese firms' China investment returns hit record high on AI boom

Driven by surging global demand for AI and high-performance computing (HPC), Taiwanese listed companies achieved record combined profits...

Wednesday 19 August 2026
Acer says non-PC businesses are driving growth as 2H26 outlook turns less certain
Acer is signaling a more diversified future as global PC demand may soften in the second half. The company says non-PC businesses, hybrid AI computing, and steady profitability from...
Wednesday 19 August 2026
Elite Advanced Laser says AI optical Shortage could last for years as orders outpace capacity
Elite Advanced Laser Corp. said persistent shortages in the AI optical supply chain are likely to continue for years, as demand for high-speed connections continues to outpace supply...
Wednesday 19 August 2026
Merida sees full-year 2026 growth as Europe and China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Wednesday 19 August 2026
TBI Motion books orders into 2027 and steps deeper into humanoid robotics

TBI Motion Technology returned to profit in the second quarter of 2026, with strong demand extending order visibility into 2027. The...

Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
DDR4 shortages slow Wi-Fi 6 replacement as Wi-Fi 7 ramp continues

Tight DDR4 supply and rising memory costs are reshaping the timing of home and enterprise networking upgrades worldwide. While equipment...

Wednesday 19 August 2026
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Wednesday 19 August 2026
Everlight Electronics to sell Miaoli plant as Thailand expansion, AI demand reshape growth outlook

LED packaging maker Everlight Electronics said it will sell its Tongluo plant in Miaoli to Sinbon for NT$3.458 billion (US$108.5 million),...