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NEWS TAGGED HIGH-END
Friday 16 October 2026
China's chip earnings boom masks a widening gap between AI processor demand, fading DRAM, NAND price gains
China's semiconductor and computing hardware companies reported or forecast strong earnings growth in the first nine months of 2026, fueled by AI infrastructure investment, demand...
Friday 16 October 2026
CXMT targets DDR5 RDIMMs by end of 2026; SiCarrier showcases China's advanced chipmaking equipment
China's leading DRAM manufacturer CXMT has disclosed progress in its 4F² DRAM architecture and plans to introduce DDR5 registered dual in-line memory modules (RDIMMs) by the end...
Thursday 15 October 2026
Aurotek posts record 3Q26 revenue, up 58% on automation demand
Aurotek Corp. reported record consolidated revenue of NT$1.113 billion (US$34.7 million) in the third quarter of 2026, up 57.93% from a year earlier. Orders from semiconductor, high-end...
Thursday 15 October 2026
China's AMEC targets 60% of high-end chip equipment market with US$1.94 billion R&D plan
Chinese semiconductor equipment maker AMEC plans to develop 102 new equipment models over the next three to five years, backed by nearly CNY13 billion (≈ US$1.94 billion) in...
Thursday 15 October 2026
Semiconductors to consume 30% of Taiwan's power by 2035
Rising demand for semiconductor wafer fabrication, memory, advanced packaging and high-end servers is driving a sharp increase in Taiwan's power consumption. Taipower estimates that...
Thursday 15 October 2026
Star Asia Vision targets digital out-of-home market with new products, Nichia partnership
Star Asia Vision (SAVC), a display and systems integrator under Taiwan-Asia Semiconductor, is focusing on growth in the digital out-of-home (DOOH) advertising market by expanding software-hardware...
Wednesday 14 October 2026
CyberTAN sells Hsinchu site in US$68B deal to fund strategy shift
CyberTAN Technology's sale of its Hsinchu Science Park factory and auxiliary facilities signals a broader shift toward higher-growth networking and AI infrastructure. The move may...
Tuesday 13 October 2026
Energy law overhaul drives Taiwan storage demand
Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market...
Tuesday 13 October 2026
BTL sees AI testing surge, schedules extend to 1Q27
Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant...
Monday 12 October 2026
How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker
Under what the industry terms the "Filter Moore's Law," each process node shrink lowers tolerance for airborne molecular contaminants, causing filtration demand to grow exponentially...
Monday 12 October 2026
Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025
Taiwanese server chassis maker Chenbro Micom is expanding its role in AI infrastructure, moving beyond traditional server enclosures into high-end AI servers and rack-level solutions...
Monday 12 October 2026
Chinese thermal materials maker SJ Electronics to build US$70 million plant in Penang
PEN SJ Electronics, a subsidiary of China's SJ Electronics, will invest more than US$70 million in an advanced packaging materials and thermal management facility at Batu Kawan Industrial...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
MAtek September 2026 revenue hits record for 7th straight month
MAtek, a leading semiconductor testing company, reported September 2026 revenue of NT$569 million (approx. US$17.8 million), up 12.31% year-over-year. Revenue for the first nine months...
Thursday 8 October 2026
AUO subsidiary Darwin shifts toward high-end manufacturing, explores CPO and semiconductor opportunities
As AUO deepens its push into co-packaged optics (CPO), its subsidiary Darwin Precisions is also exploring opportunities in the semiconductor sector, leveraging its expertise in precision...