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Monday 9 February 2026
Sercomm eyes 2026 growth revival on WiFi 7 upgrade cycle
Telecom broadband equipment maker Sercomm Corporation said on February 6, 2026, that its revenue for January 2026 reached NT$5.18 billion (US$164 million), up 32.9% from NT$3.9 billion...
Monday 9 February 2026
EMS Watch: USI profit climbs 12% in 2025 as consumer electronics offset weak comms sales
Universal Scientific Industrial (Shanghai) Co. (USI) posted higher earnings in 2025 despite a decline in revenue, reflecting improving profitability amid pricing pressure and uneven...
Monday 9 February 2026
Winbond, Macronix post strong January sales as memory demand heats up
Memory makers Macronix International and Winbond Electronics reported impressive revenue growth for January 2026, signaling a positive trend in the memory market despite the traditional...
Monday 9 February 2026
Taiwan posts fastest growth in 15 years as AI boom drowns out hollowing-out fears
Taiwan's economy expanded 8.63% in 2025, its strongest growth in 15 years, as the island's semiconductor-driven supply chain continued to underpin global demand for AI computing. Minister...
Monday 9 February 2026
512Gb NAND wafer shortage triggers forced upgrades, narrows gap with 1Tb

The supply landscape for 3D NAND wafers is being structurally reshaped as major manufacturers shift capacity aggressively toward enterprise...

Monday 9 February 2026
Insight: ASIC servers accelerate liquid cooling adoption, share set to surge in 2026
Liquid cooling adoption has been led by Nvidia servers, with ASIC servers now accelerating the shift. DIGITIMES Research estimates liquid cooling will account for 50% of AI server...
Monday 9 February 2026
MediaTek warns of sharp smartphone revenue drop in early 2026 as cost pressures mount
MediaTek said smartphone-related revenue is expected to fall sharply in the first quarter of 2026. The company's smartphone segment recorded a quarterly revenue high in the fourth...
Sunday 8 February 2026
Memory shortage and Windows 11 refresh reshape Europe's 2026 PC market outlook
Europe's PC market is entering a period of renewed uncertainty. The effects of the Windows 11 refresh cycle are colliding with the memory supply crisis, fundamentally altering shipment...
Sunday 8 February 2026
US turns to Taiwan's rare earth recycling to cut China supply dependence

China controls about 90% of global rare earth mining, turning the sector into a strategic lever against tariffs imposed by the US and port...

Saturday 7 February 2026
Analysis: AI demand spillover lifts 2026 general-purpose server shipments 10%
Rising AI computing demand is lifting shipments of general-purpose servers, positioning them as a key growth driver for the server supply chain in 2026. Supply chain sources said AI...
Saturday 7 February 2026
Lead frame supplier CWTC reaches 40-month revenue high in January

Driven by a broad demand recovery and the gradual effect of price increases, Chang Wah Technology (CWTC) reported both month-on-month and...

Friday 6 February 2026
U-Power accelerates high-voltage charging stations amid rising EV high-power charging demand
Electric vehicle (EV) charging company U-Power is targeting growing opportunities in the market, with chairman Bob Chen noting that the company has already installed roughly 60 charging...
Friday 6 February 2026
Transcend sees 4x revenue surge in January 2026 as memory prices rise
Memory module maker Transcend Information reported a record high monthly consolidated revenue of NT$4.76 billion (US$150.4 million) in January 2026, driven by soaring demand for AI...
Friday 6 February 2026
TSMC’s 3nm bet in Japan signals a deeper Taiwan-Japan tech pact
To meet the surging demand driven by AI, TSMC is upgrading its second wafer fab under construction in Kumamoto, Japan, to use more advanced 3nm process technology. This development...
Friday 6 February 2026
Intel, AMD warn of extended server CPU delays in China
Intel and AMD are facing acute server CPU shortages in China, with delivery times for some Intel products stretching to as long as six months, driven by surging AI data center demand...