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    409.6T switches could push industry toward CPO, Arista says
    8min ago
    Nvidia's US$500B AI financing plan faces China-driven price war risk
    Aug 12, 17:52
    NEWS TAGGED DEMAND
    Monday 10 August 2026
    Winbond sees tighter memory supply and bigger expansion payoff ahead
    Winbond Electronics said rising prices and stronger shipments lifted its operating margin to 48.4% in the second quarter of 2026, and it expects the third-quarter margin to top 50%,...
    Monday 10 August 2026
    High production keeps TV panel prices falling in August

    LCD TV panel prices fell across the board in July and have extended their decline in August as high utilization at makers' high-generation...

    Monday 10 August 2026
    LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
    LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
    Monday 10 August 2026
    Kinko July revenue jumps to 12-year high on optical demand
    Kinko Optical reported July consolidated revenue of NT$524 million, the highest level in nearly 12 years, as Taiwan's optical industry entered its peak season. The result rose 93.16%...
    Monday 10 August 2026
    Winmate revenue rises as defense and edge AI orders gain momentum

    Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened,...

    Monday 10 August 2026
    Ability Enterprise July revenue hits decade high on stronger optical module shipments
    Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...
    Monday 10 August 2026
    Aurotek profit jumps on embodied AI and semiconductor automation demand
    Aurotek Corporation reported stronger second-quarter and first-half 2026 results on August 6 as demand rose for embodied AI solutions, semiconductor foundry and advanced packaging...
    Monday 10 August 2026
    China’s new renewable rules drive a surge in hydrogen investment
    China’s tighter renewable-energy compliance rules have opened the way for green hydrogen, green ammonia, and green methanol to be included in the country’s minimum renewable-energy...
    Sunday 9 August 2026
    WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027
    WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...
    Sunday 9 August 2026
    Rohm sees AI server demand lift first-quarter profit 4,825%
    Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business...
    Sunday 9 August 2026
    Ajinomoto rides advanced packaging boom as ABF demand surges

    Ajinomoto raised its full-year forecast on August 6 as growing demand for AI servers and high-performance computing lifted sales of...

    Sunday 9 August 2026
    Macronix, Winbond post record July revenue as memory prices rise
    Taiwan memory chipmakers Macronix International and Winbond Electronics both posted record monthly revenue in July, extending strong second-quarter momentum as tight supply and rising...
    Sunday 9 August 2026
    Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season
    Genius Electronic Optical (GSEO) reported July 2026 consolidated revenue of NT$2.422 billion on August 7, up 39.28% from NT$1.739 billion in June and 1.63% from NT$2.384 billion a...
    Sunday 9 August 2026
    Innodisk posts record second quarter profit on AI and memory demand
    Innodisk reported record second-quarter 2026 results as surging memory prices and artificial intelligence demand lifted profit, revenue, and margins. The memory module maker said quarterly...
    Sunday 9 August 2026
    VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
    VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection,...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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