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Monday 13 July 2026
AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders
As AI server supply chains move into the component stocking phase, the market for high-end passive components has heated up sharply, with tight supply of multilayer ceramic capacitors...
Monday 13 July 2026
Trio revenue rises on AI server battery backup demand in June
Trio Technology said June 2026 revenue rebounded on stronger stocking demand for battery backup units used in AI servers, even as the broader second quarter remained pressured by tight...
Monday 13 July 2026
Largan ramps variable aperture lens in 3Q as smartphone demand rebounds
Optical leader Largan Precision said on July 9 that customer demand for new smartphones is picking up in the second half, while Chairman En-Ping Lin highlighted that strong technology...
Monday 13 July 2026
Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs
GPUs have dominated AI infrastructure discussions over the past two years, powering everything from large language model (LLM) training and inference clusters to high-bandwidth memory...
Monday 13 July 2026
Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments...

Monday 13 July 2026
ChainSea Information Integration lifts first-half revenue to record on AI customer service demand
ChainSea Information Integration Information, a digital transformation integration services provider, reported consolidated revenue of NT$622 million (US$19.39 million) in the first...
Monday 13 July 2026
MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity
Semiconductor testing company Materials Analysis Technology (MA-tek) reported June 2026 revenue of NT$558 million (approx. US$17.41 million), up 2.56% from May and 11.01% year over...
Monday 13 July 2026
Western automakers tap defense manufacturing to absorb idle capacity as military spending surges
Global automakers are accelerating their expansion into defense manufacturing as geopolitical tensions fuel record military spending and persistent challenges in the automotive sector...
Sunday 12 July 2026
Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it
After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked...
Sunday 12 July 2026
Palo Alto Networks says AI agents are driving demand for identity security
AI agents are changing enterprise operations and raising new cybersecurity risks, with identity authentication emerging as a key concern for IT teams. According to Palo Alto Networks,...
Sunday 12 July 2026
SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure
The rapid expansion of AI servers and large language models (LLMs) is driving unprecedented demand for data center computing, making high-speed interconnect technologies one of the...
Sunday 12 July 2026
Porsche warns China luxury car demand remains weak, product gap may extend to 2028
German luxury carmaker Porsche reported global deliveries of 122,300 vehicles in the first half of 2026, down 16% from a year earlier, with sales in the China market remaining weak...
Sunday 12 July 2026
Hermes Testing's June revenue more than doubles as advanced chip test demand surges
Hermes Testing Solutions said that its June 2026 revenue jumped sharply as rising demand for advanced chip testing lifted sales of its custom products, cleaning materials, and engineering...
Saturday 11 July 2026
Flytech lifts second-quarter revenue 38% on box PC and POS demand
Flytech Technology reported stronger June 2026 and second-quarter revenue as demand in the Americas and the commercial computing market continued to support shipments. The industrial...