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Tuesday 13 October 2026
Broadcom, Intel CEOs warn capital could become AI's biggest bottleneck
The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains stro...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Tuesday 13 October 2026
China's rare-earth concentrate prices stay 48% higher, but downstream demand remains weak
China's rare-earth concentrate prices remain nearly 50% above year-earlier levels despite a marginal fourth-quarter increase, underscoring persistent raw material cost pressures even...
Tuesday 13 October 2026
AUO enters next chapter as David Chang takes president role to reshape group operating model
Amid ongoing shifts in panel market cycles and end-market demand, AUO continues to press forward with its strategic corporate transformation. Marking its 30th anniversary in 2026,...
Tuesday 13 October 2026
Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices...
Tuesday 13 October 2026
BTL sees AI testing surge, schedules extend to 1Q27
Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant...
Tuesday 13 October 2026
AI growth outlook stays strong as risk-free returns come under pressure
Capital expenditure by the top four US cloud service providers (CSPs) is projected to expand further in 2027. Meanwhile, nations such as France and Saudi Arabia are aggressively constructing...
Tuesday 13 October 2026
Taiwan's ICT sector enjoys 3-year boom as US debt swells
Driven by robust demand for AI, high-performance computing (HPC), and cloud data services, Taiwan's information and communications technology (ICT) production momentum has soared for...
Tuesday 13 October 2026
Nan Pao sees breakthroughs in adhesives for semiconductors, foldable displays
Nan Pao Resins Chemical reported September revenue of NT$2.308 billion (US$72.35 million), up 16.5% year-over-year and a record for the same period, as it continued to develop new...
Monday 12 October 2026
Apple iPhone launch and holiday demand lift Momo revenue to a record September
Fubon Multimedia, which operates the Momo e-commerce platform, reported consolidated revenue of approximately NT$8.59 billion (US$269.4 million) in September 2026, up 8.2% from a year...
Monday 12 October 2026
HHGalaxy reports record 3Q26 revenue as Double 11 demand builds
Taiwanese e-commerce operations provider HHGalaxy reported consolidated revenue of NT$621 million (US$19.5 million) for September 2026, up 31.74% from a year earlier, as brands prepared...
Monday 12 October 2026
Memory surge lifts phone prices, boosting N-1 and used-device demand
Rising memory prices have forced smartphone brands to raise handset prices, hurting new-device sales in 2026. Global smartphone shipments are expected to drop 15-17%, while demand...
Monday 12 October 2026
Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025
Taiwanese server chassis maker Chenbro Micom is expanding its role in AI infrastructure, moving beyond traditional server enclosures into high-end AI servers and rack-level solutions...
Monday 12 October 2026
Largan signals early peak-season cut, challenging phone chips in 4Q26
Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
Monday 12 October 2026
HTSI September revenue surges 150% as AI chip testing demand accelerates
Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products,...