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    China humanoid robot chips shift focus from raw compute to coordination efficiency
    4h 39min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    4h 39min ago
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    4h 39min ago
    Samsung’s HBM comeback is only the beginning, exec warns
    4h 40min ago
    Commentary: AMD’s Taalas acquisition signals a shift toward ASIC-based AI inference
    4h 41min ago
    NEWS TAGGED GROWTH
    Monday 17 August 2026
    Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

    Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses...

    Monday 17 August 2026
    Taiwan Mobile lifts 2026 profit outlook on AI data center push

    Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

    Monday 17 August 2026
    Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race

    Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise...

    Monday 17 August 2026
    Hermes Testing's 1H26 profit more than triples on rising AI testing demand
    Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...
    Monday 17 August 2026
    Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

    Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
    Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
    Monday 17 August 2026
    Twoway Communications speeds defense push with C-UAS, unmanned vehicles

    Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For...

    Monday 17 August 2026
    AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
    Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
    Monday 17 August 2026
    DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
    Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
    Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
    Monday 17 August 2026
    Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
    Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
    Monday 17 August 2026
    Appier lifts FY26 outlook after record second-quarter revenue and margin gains
    Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
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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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