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Thursday 28 May 2026
China Airlines rides Taiwan's AI boom to record cargo profits

China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound...

Thursday 28 May 2026
UMC readies price hikes, kicks off 2027 customer talks
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
Thursday 28 May 2026
Yageo tops Murata in AI-driven passive component orders

Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

Thursday 28 May 2026
Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the...
Thursday 28 May 2026
Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion
Shiny Chemical Industrial said demand for its electronic-grade products is being driven mainly by advanced semiconductor processes, AI, and high-performance computing, with its share...
Thursday 28 May 2026
Ezconn moves up AI optics chain with CPO and silicon photonics

Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

Wednesday 27 May 2026
Taiwan's Wah Lee expands into specialty gases as materials costs are passed on quarterly
Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second...
Wednesday 27 May 2026
Sino-American Silicon taps AI to tackle Taiwan's green power crunch
Sino-American Silicon Products (SAS) is turning to AI-based power management as Taiwan's green-power shortage persists, and electricity demand from advanced chipmaking and AI data...
Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
Wednesday 27 May 2026
WinWay weighs Texas shift after AI chip testing surge in North America
US efforts to rebuild its semiconductor supply chain are exposing a critical gap in domestic packaging and testing capacity, a bottleneck that industry sources expect to ease only...
Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
Wednesday 27 May 2026
ICP DAS expands semiconductor controller orders and accelerates TPU medical pivot, plans factory expansion
Industrial computer maker ICP DAS held an investor briefing on May 26 to outline a 2026 strategy focused on two main priorities: expanding semiconductor equipment controller operations...
Wednesday 27 May 2026
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
Wednesday 27 May 2026
Exclusive: Kian Shen rides Taiwan's electric bus expansion with record backlog

Taiwanese automotive components maker Kian Shen Industry says it is experiencing a surge in demand driven by a wave of electric bus replacements...

Wednesday 27 May 2026
Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...