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    Friday 11 September 2026
    Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

    Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

    Friday 11 September 2026
    MediaTek August revenue beats expectations, boosts 3Q outlook

    MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...

    Wednesday 9 September 2026
    Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
    Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic...
    Wednesday 9 September 2026
    Ability Enterprises August revenue hits 10-year high on AI vision, drones, robot cameras
    Ability Enterprise reported August 2026 revenue of NT$1.313 billion, its highest monthly level since December 2015, as three new product lines entered volume shipments. The Taiwanese...
    Wednesday 9 September 2026
    Asia Vital revenue hits record as US CSP ASIC server demand climbs
    Asia Vital said August 2026 revenue rose to NT$512 million, up 29.10% year over year, as shipments of ASIC servers to a US cloud service provider customer continued to increase. The...
    Friday 4 September 2026
    China's GPU makers found scale as profit came from elsewhere
    China's domestic GPU industry crossed a commercial threshold in the first half of 2026, but the interim filings of its six listed players show that revenue growth and earnings power...
    Thursday 3 September 2026
    Broadcom puts 30GW, US$350 billion of custom AI silicon on the calendar through fiscal 2028
    Broadcom used its third-quarter fiscal 2026 earnings call on September 2 to convert a quarter-by-quarter AI story into a dated, customer-by-customer deployment schedule running into...
    Thursday 3 September 2026
    HPE has already bought the supply behind its raised fiscal 2027 plan
    The most consequential figures on HPE's fiscal third-quarter earnings call on September 2 were not the results but the commitments standing behind them. According to Bloomberg's transcript...
    Wednesday 2 September 2026
    Dell says enterprise AI customers accelerated even faster than its record orders suggest
    Dell Technologies' quarterly results showed record AI server orders and backlog, but executives used the earnings call's question-and-answer session on September 1 to disclose a more...
    Tuesday 1 September 2026
    Buima returns to profit in the second quarter on battery module demand
    Buima swung back to profitability in the second quarter of 2026 as a recovery in its battery module shipments and gains from asset disposal lifted results. The company said demand...
    Tuesday 1 September 2026
    OpenAI compresses Jalapeno design to 9 months
    OpenAI unveiled performance results for its in-house AI chip Jalapeno at Hot Chips 2026 ahead of Nvidia's latest earnings report, underscoring not whether it can beat GB200 or GB300,...
    Tuesday 1 September 2026
    Silergy data center business surges as new products scale up
    Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
    Tuesday 1 September 2026
    Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story
    Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%,...
    Monday 31 August 2026
    Marvell sees 2027 acceleration in scale-up optics
    Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...
    Monday 31 August 2026
    Lightel posts record first-half revenue, profit as LEO satellite demand rises
    Lightel Technologies reported record first-half results for 2026, with consolidated revenue reaching NT$590 million (US$18.7 million), net profit at NT$107 million, and earnings per...
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    BIZ FOCUS
    Sep 11, 08:00
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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