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Tuesday 12 May 2026
Apple, Qualcomm and MediaTek take different paths as TSMC capacity stays tight
TSMC is facing fierce customer competition and supply shortages as demand surges for artificial intelligence and high-performance computing chips, forcing fabless chipmakers to consider...
Tuesday 12 May 2026
Compeq emerges as key supplier in AI and low-orbit satellite boom
Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
Tuesday 12 May 2026
Chenbro expands from AI server chassis into liquid-cooling CDU
Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...
Tuesday 12 May 2026
Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

Tuesday 12 May 2026
Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
Tuesday 12 May 2026
TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue...
Monday 11 May 2026
Transcend chair sees AI memory supercycle
AI will bring an epochal technology revolution, as did the invention of steam power and electricity, according to Transcend Information chairman Chung-Won Shu. He argued that DRAM...
Monday 11 May 2026
Advantech April revenue hits record as edge AI surges
Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
Monday 11 May 2026
AI data center spending frenzy ignites Sunon's next cooling windfall

Sunonwealth Electric Machine Industry (Sunon) said surging global investment in AI infrastructure is driving strong demand for industrial...

Monday 11 May 2026
Memory bottlenecks threaten data-center GPU efficiency as AI inference scales, says Micron SVP
Micron's senior vice president, Jeremy Werner, told The Circuit Podcast that memory has become a strategic bottleneck for data-center inference, warning that insufficient memory can...
Monday 11 May 2026
Ennostar sees 2Q26 rebound on stronger component demand
Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...
Monday 11 May 2026
AMD's 2nm defection to Samsung dents TSMC's AI grip
The AI semiconductor supply chain is showing unexpected signs of a shift, with TSMC's long-held dominance in the foundry market beginning to loosen. US chipmakers are increasingly...
Monday 11 May 2026
Trans-Sun Materials rides AI server wave with profit surge
Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
Monday 11 May 2026
Dayuan 1Q26 rebounds on North America broadband and defense orders
Dayuan Optoelectronics' consolidated revenue for the first quarter of 2026 reached NT$443 million (US$14.11 million), a 42.7% increase year on year, driven by North American broadband...
Monday 11 May 2026
Phison targets AI storage and edge computing growth through Phison 3.0 strategy
Phison Electronics Corp. reported record revenue and profit for the first quarter of 2026, while Chief Executive Khein-Seng Pua warned that a severe imbalance in the global NAND market...