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Tuesday 8 September 2026
Acer Asia units post double-digit growth on strong AI orders
Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is...
Tuesday 8 September 2026
FitTech shifts from LED to optical communications, eyes InP relief
FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter...
Tuesday 8 September 2026
Accton sets August revenue record as AI networking demand surges
Accton Technology reported on September 7 that August consolidated revenue reached NT$40.873 billion, a record high and the first time the network equipment maker has exceeded NT$40...
Tuesday 8 September 2026
Innolux, AUO take display technology into AI chips with FOPLP, glass substrates, Micro LED CPO
AI demand is accelerating advanced packaging and high-speed optical interconnect development, pushing Taiwan display makers Innolux and AUO deeper into the semiconductor supply cha...
Tuesday 8 September 2026
AI demand gives Aspeed visibility into 2027 as supply constraints ease
Aspeed chairman Chris Lin said the company's order visibility has now extended into 2027, with 2027 backlog already exceeding expected full-year 2026 revenue for the first time. He...
Tuesday 8 September 2026
Analysis: Taiwan manufacturers face a deeper labor squeeze as AI boom pulls workers away
Taiwan's traditional manufacturers are warning that the island's growth story is widening a long-running labor gap, as semiconductor and AI server demand lifts the economy even as...
Tuesday 8 September 2026
Taiwan sets out 2027 plan to reinforce AI, chip leadership
Taiwan plans to deepen its role in global technology supply chains as demand for AI chips, advanced packaging, and memory tightens worldwide. A new policy agenda aims to bolster semiconductor...
Monday 7 September 2026
HBM4 squeezes DRAM supply as Samsung, SK Hynix inventories fall below 10 days
Memory inventories at Samsung Electronics and SK Hynix have fallen below 10 days of supply as AI infrastructure spending drives simultaneous demand for HBM, server DRAM and enterprise...
Monday 7 September 2026
Largan expects higher September output after sixth land acquisition
As the countdown to Apple's latest iPhone launch enters its final stretch, market attention is zeroing in on Taiwanese optical component suppliers. Leading lens maker Largan Precision...
Monday 7 September 2026
Exclusive: Infineon COO says chip shortage recovery will take longer
Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at Semicon Taiwan 2026 that the current global chip shortage is unlike the one during Covid-19 and will...
Monday 7 September 2026
Phison snaps up low-cost China NAND inventory, AI revenue share set to top 40%
Phison CEO K.S. Pua expects NAND Flash supply to remain tight into 2027 despite capacity expansion across major memory makers, arguing that forecasts of a rapid return to oversupply...
Monday 7 September 2026
DeepSeek plans to buy 160,000 Huawei chips as China aims to wean itself off Nvidia
DeepSeek is reportedly planning to purchase 160,000 Huawei chips for its large 1 GW data center currently under construction in the Chinese province of Inner Mongolia. This would make...
Monday 7 September 2026
China's power battery sector maintains strong growth momentum as global market presence expands
China's power battery industry has reported robust growth through the first seven months of 2026, driven by rising demand across both electric vehicles and stationary energy storage...
Monday 7 September 2026
India's TCS unit secures land in Hyderabad for planned 1GW AI data center campus
HyperVault, a Tata Consultancy Services (TCS) subsidiary, has secured 264 acres in Hyderabad to build a large AI data center campus capable of reaching 1GW of capacity. The project...
Monday 7 September 2026
JM-Applied sees gas equipment demand surge on AI expansion, order book exceeds NT$3 billion
JM-Applied, a Taiwanese semiconductor gas equipment manufacturer and supply chain member for Micron and TSMC, said on September 4 that revenue in the first half of 2026 exceeded NT$600...