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    ODM/EMS March revenue surged driven by AI server demand
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    NEWS TAGGED GROWTH
    Monday 13 April 2026
    Global chip equipment sales reach record US$135 billion as AI drives investment surge

    Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

    Monday 13 April 2026
    Gudeng targets record 2026 revenue on EUV pod and FOUP demand surge
    Taiwan's Gudeng Precision Industrial is set to sustain double-digit revenue growth in 2026, buoyed by robust demand for EUV reticle pods and FOUP wafer carriers as advanced-node production...
    Monday 13 April 2026
    Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis
    The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...
    Monday 13 April 2026
    MediaTek revenue hits record on AI chip demand, TPU orders key
    Taiwan-based chip designer MediaTek reported record monthly revenue in March 2026, highlighting how new growth drivers are helping cushion a weakening smartphone market.
    Monday 13 April 2026
    Taiwan's monthly exports top US$80 billion for first time, fueled by AI demand

    Taiwan's exports rose to a record high in March, supported by demand for artificial intelligence (AI) and memory-related products, according...

    Monday 13 April 2026
    Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
    Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments...
    Monday 13 April 2026
    Global chip sales expect to top US$1 trillion in 2026 on AI demand

    Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI)...

    Monday 13 April 2026
    Weekly news roundup: Shortages spread to MLCCs; SK Hynix reportedly in talks with Microsoft and Google
    Below are the most-read DIGITIMES Asia stories from the week of April 6-April 13, 2026:
    Monday 13 April 2026
    Sysgration integrates core power technologies in drone push, BBUs to support 2H26 growth
    Industrial PC (IPC) maker Sysgration saw consolidated revenue reach NT$292 million (US$9.2 million) in March 2026, buoyed by its three main product lines of backup battery units (BBUs),...
    Monday 13 April 2026
    China's EVE Energy's growth strategy mirrors a shifting energy landscape
    EVE Energy, one of China's largest battery makers, has reported strong profit growth expectations for the first quarter of 2026, as rising demand for energy storage — fueled...
    Monday 13 April 2026
    AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates
    Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...
    Monday 13 April 2026
    SAS Group's green and AI pivot gains traction
    SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...
    Monday 13 April 2026
    Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products
    Nan Pao Resins Chemical Group reported a historic revenue high for March, reaching NT$2.4 billion (approx. US$75.3 million), up 17.4% year-over-year, fueled by raw material price fluctuations...
    Monday 13 April 2026
    Delta Electronics hits record revenue on AI server, liquid cooling surge
    Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
    Sunday 12 April 2026
    Ennostar shifts to profit focus, ramps Micro LED and optical communications

    Ennostar Inc. chairman Paul Peng said the company has emerged from a multi-year restructuring phase and is now entering a period of acceleration,...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook