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Tuesday 12 May 2026
BTL Group ramps AI server testing as orders extend through September
BTL Group, a Taiwan-based electronic testing lab, said AI server demand drove around-the-clock testing in April 2026, pushing monthly revenue to its second-highest level and lifting...
Tuesday 12 May 2026
AI drives IC price hikes, lifts China chip exports 83.7% in April
Global investment in AI computing power is continuing to boost semiconductor demand, and China's chip exports are surging in tandem. Data from China's General Administration of Customs...
Tuesday 12 May 2026
Trade talks to test US-China leverage on rare earths, tariffs, and AI
US President Donald Trump is set to travel to China this week to meet with Chinese President Xi Jinping for trade talks. The meeting comes at a time when both powers are grappling...
Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
Tuesday 12 May 2026
SK Hynix reportedly buys Silicon Valley property to bolster AI supply chain
SK Hynix has reportedly acquired a building in San Jose, California, as the memory chip maker moves to establish a new production and R&D base in Silicon Valley, a key battleground...
Tuesday 12 May 2026
Aurotek posts record first-quarter revenue and profit as robot demand surges
Aurotek Corp. reported record results for the first quarter of 2026 as rising demand for smart manufacturing robots drove consolidated revenue and profit higher. The company said the...
Tuesday 12 May 2026
Samsung labor dispute rattles global supply chain
Samsung Electronics' escalating labor dispute has sparked global supply-chain concerns, with Apple and HP said to be warning they could exit the company's ecosystem. Suppliers, industry...
Tuesday 12 May 2026
China AI model boom pulls smartphone supply chain into ecosystem battle

China's generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly...

Tuesday 12 May 2026
E Ink eyes 25% growth in 2026 on surface push
E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
Tuesday 12 May 2026
AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026
VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...
Tuesday 12 May 2026
Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026
Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...
Tuesday 12 May 2026
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
Tuesday 12 May 2026
Innolux shares surge on reports of potential TSMC FOPLP partnership
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...