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    Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
    1min ago
    United Integrated Services targets NT$100 billion revenue in 2026 as TSMC and Micron drive fab demand
    6min ago
    L&T Semiconductor Technologies joins imec automotive chiplet program, aiming to shape global vehicle electronics
    12min ago
    Realtek posts surge in revenue as Wi-Fi 7 adoption accelerates
    1h 0min ago
    NEWS TAGGED DEMAND
    Monday 4 May 2026
    Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
    Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
    Monday 4 May 2026
    Croma ATE posts record 1Q26 revenue and profit as AI server demand lifts SLT and photonics orders
    Croma ATE reported record first-quarter 2026 revenue and profits after customers booked full-year capacity, driven by soaring demand for AI server power supplies, the company announced...
    Monday 4 May 2026
    SPIL buys multiple Nanke plants to boost advanced packaging capacity for AI demand
    Siliconware Precision Industries Co., Ltd. (SPIL), a subsidiary of ASE Technology Holding, acquired two Nanke-area plants in 2026 from HannStar Display and its affiliate HannsTouch...
    Monday 4 May 2026
    Holtek raises low-margin MCU prices, expands AI server cooling and optical comms
    Microcontroller (MCU) maker Holtek announced it has raised prices on low-margin MCUs following wafer foundry and packaging cost hikes in China at the end of 2025. This price adjustment...
    Monday 4 May 2026
    AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
    Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
    Monday 4 May 2026
    AI data center demand boosts IDM growth in industrial market
    Recovery in the industrial chip market, driven by AI data center demand, is poised to reshape manufacturers and supply chains worldwide, as Texas Instruments and NXP Semiconductors...
    Monday 4 May 2026
    China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
    China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
    Monday 4 May 2026
    Coretronic swings to loss in 1Q26, flags 2Q pressure before seasonal rebound

    Taiwan backlight module maker Coretronic swung to a first-quarter loss and warned of continued pressure in the second quarter, with currency...

    Sunday 3 May 2026
    CSP capex push toward US$700B as AI race intensifies, but ASIC demand timing remains uncertain
    At their latest earnings calls, all four major US cloud service providers (CSPs) offered updated views on their 2026 capital expenditure (capex) plans. While Amazon's AWS maintained...
    Sunday 3 May 2026
    Taiwan quartz makers target LEO satellite boom by 2027
    As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
    Saturday 2 May 2026
    OpenAI reworks Stargate data center strategy as site plans change

    OpenAI is reworking its US$500 billion Stargate initiative, shifting from a fixed data center joint venture toward a more flexible strategy...

    Saturday 2 May 2026
    Yageo AI revenue reaches 15% as chair says sector remains early in cycle
    Yageo chairman Pierre Chen said the company has undergone a major transformation over the past eight years, driven in part by the rise of AI applications.
    Saturday 2 May 2026
    Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
    Samsung Electro-Mechanics (Semco) reported its first-ever quarterly revenue exceeding KRW3 trillion (approx. US$2.2 billion), driven by expanding AI infrastructure investment and rising...
    Saturday 2 May 2026
    Lite-On profit rises on surge in AI-driven cloud demand

    Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...

    Saturday 2 May 2026
    Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
    Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook