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Monday 15 June 2026
AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...
Monday 15 June 2026
AI power race lifts transformer demand, gives Fortune Electric pricing edge
AI-driven demand for power infrastructure is pushing up transformer demand, while long lead times at global giants such as Siemens, ABB, and GE are reshaping bargaining power across...
Monday 15 June 2026
China eases InP substrate exports, lifting compound semiconductor supply

China has allowed the release of a fresh supply of indium phosphide (InP) substrates, which are under export controls. A first 2026...

Monday 15 June 2026
Machine tool suppliers forge alliances to offer one-stop solutions

In response to a structural shift in the global manufacturing industry, Taiwan's machine tool makers are forming alliances to deliver...

Monday 15 June 2026
Commentary: EU eco-design rules set new bar for smartphone durability and repairability
The EU's new eco-design, energy labeling, and battery rules for smartphones and tablets may do more than improve environmental performance. They could change how device makers compete,...
Sunday 14 June 2026
Taiwan's screen giants look beyond LCDs for their next act
The demand boost that came from World Cup-related television purchases and China's annual "618" shopping festival is beginning to fade, exposing a familiar challenge for Taiwan's display...
Saturday 13 June 2026
Taiwan drone suppliers push into Western defense chains as Ukraine demand climbs

Taiwan's drone suppliers are seeking deeper ties with Western defense contractors and Ukraine's wartime drone industry, as export demand...

Saturday 13 June 2026
Commentary: Precision vs. breadth—Why Taiwan's lens giants have opposite CPO playbooks

Optical industry leaders Largan and Genius Electronic Optical (GSEO) have recently discussed progress in co-packaged optics (CPO), a...

Saturday 13 June 2026
Samsung to review strategy as memory boom pressures devices

Samsung Electronics is set to hold its semiannual global strategy meeting from June 16 to 18, with executives expected to review a split...

Saturday 13 June 2026
AI demand and grid upgrades are reshaping the outlook for Linkage's power equipment business
As AI computing demand rises alongside grid modernization, power infrastructure is becoming more important across the heavy electrical sector. Linkage is positioning itself in the...
Saturday 13 June 2026
Linkotech: FOPLP rollout is gaining early traction

Linkotech said its fan-out panel-level packaging rollout is showing early momentum, with certification from a North American low-Earth-orbit...

Saturday 13 June 2026
Commentary: The cost of over-concentration—How TSMC's liquidity dominance is reshaping Taiwan's banking system
TSMC's financial dominance has reached unprecedented heights, with the world's leading foundry posting first-quarter 2026 profit of over NT$570 billion (approx. US$18.04 billion) and...
Saturday 13 June 2026
Nvidia turns to Vera CPU in China as H200 sales stall

Nvidia has begun telling Chinese clients that its new Vera central processing unit (CPU) could be available as soon as August and that...

Friday 12 June 2026
Taiwan PMIC maker Global Mixed-mode to raise prices as chip shortages persist

Taiwanese power management IC supplier Global Mixed-mode Technology (GMT) will follow peers in seeking price increases from customers...

Friday 12 June 2026
Aver South Korea push signals a broader bid for direct sales, local service, and higher-end AV demand
Global video solutions provider Aver is accelerating its expansion in South Korea, planning to formally establish a local subsidiary in June 2026 to meet rising demand from companies...