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Thursday 6 August 2026
Auras Technology sees July 2026 revenue more than double on liquid cooling demand
Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...
Thursday 6 August 2026
Machvision July revenue hits record as AI and PCB demand strengthens
Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
Thursday 6 August 2026
National Aerospace Fasteners posts record first-half revenue on strong engine demand
National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
WD points to HAMR ramp and long-term contracts as pricing power builds
At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
Thursday 6 August 2026
Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
Thursday 6 August 2026
WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD)...
Thursday 6 August 2026
Tung Yang July revenue rises 23% on stronger AM and OEM demand
Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
Thursday 6 August 2026
FOPLP leads production as CoPoS advances glass packaging
AI chip computing power is rising rapidly, pushing advanced packaging toward larger form factors, higher bandwidth, and greater integration. Traditional Ajinomoto build-up film (ABF)...
Thursday 6 August 2026
China auto exports shift production and pressure suppliers in the first half of 2026
China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...
Thursday 6 August 2026
Fositek lifts server revenue mix to 56% and plans capacity expansion
Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
Thursday 6 August 2026
Chicony Power wins US communications customer as AI server products move toward production
Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
Thursday 6 August 2026
Adlink posts record second-quarter revenue on AI edge computing demand
Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial...
Thursday 6 August 2026
Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
Thursday 6 August 2026
GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...