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Tuesday 8 September 2026
Sercomm revenue surges past 3Q25 on North America upgrades
Sercomm Corporation reported August revenue of NT$7.044 billion on the 7th, up 45% year-over-year, extending its run of monthly sales above NT$7 billion(US$222.1 million) to a third...
Tuesday 8 September 2026
Shield AI, AeroVironment deepen ties with Taiwan drone supply chain
US drone tech companies Shield AI and AeroVironment have strengthened ties with Taiwan's defense sector, and they have opened offices in Taiwan in recent years. At Semicon Taiwan 2026,...
Thursday 3 September 2026
Global smartphone outlook cut again as foldables shine
Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...
Wednesday 2 September 2026
AI demand push expands wafer industry's growth outlook
AI is reshaping demand well beyond chips, and GlobalWafers chair Doris Hsu said this shift is lifting the strategic importance of silicon wafers across the semiconductor supply chain...
Tuesday 1 September 2026
SEMI lifts 2028 wafer fab equipment forecast to US$220 billion
SEMI has raised its forecast for global wafer fab equipment (WFE) sales in 2028 to US$220 billion, up from about US$200 billion projected in July, as stronger investment in advanced...
Friday 28 August 2026
Humanoid robot demand boosts planetary gear reducers
Apex Dynamics is optimistic about its business outlook for the second half of 2026, with planetary gear reducers emerging as a key growth driver. The company said its results for the...
Friday 28 August 2026
Nvidia's upbeat outlook points to tighter AI supply chains ahead
Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
Friday 28 August 2026
Marvell raises its outlook twice in two quarters as custom silicon, scale-up optics broaden
Marvell Technology used its second-quarter fiscal 2027 earnings call on August 27 to lift its revenue outlook for a second consecutive quarter, and the composition of the raise says...
Friday 28 August 2026
P-Duke Technology optimistic on 2H26 growth as demand surges across three niche markets
P-Duke Technology, a manufacturer of specialized niche power supplies, said during its earnings call on August 26 that it remains optimistic about its outlook for second-half and full-year...
Thursday 27 August 2026
Synopsys lifts 3QFY26 sales, raises full-year outlook
Synopsys, a leading electronic design automation (EDA) company, reported stronger-than-expected fiscal third-quarter results for the 2026 fiscal year (3QFY26) as the AI boom drove...
Monday 24 August 2026
Hotai and Nan Yang cut Taiwan auto market outlook as risks linger
Taiwan's new-car market is cooling, with Hotai Motor and Nan Yang Industrial both taking a cautious view of the second half of 2026. The companies cited geopolitical uncertainty, volatile...
Wednesday 19 August 2026
Merida sees full-year 2026 growth as Europe, China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Monday 17 August 2026
High jet fuel costs could squeeze low-cost airlines for months

Jet fuel prices may remain elevated for months even if geopolitical tensions ease, the challenge stemming not only from crude supply...

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...