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    Taiwanese chips gain from non-China drone supply chain demand
    Jun 10, 19:51
    Commentary: TSMC's pricing power stays intact as AI demand keeps fabs full
    Jun 10, 19:51
    NEWS TAGGED REVENUE
    Thursday 11 June 2026
    Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
    Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...
    Thursday 11 June 2026
    AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak
    Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft...
    Thursday 11 June 2026
    Pegatron May revenue hits 2026 high as server business gains momentum
    Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
    Thursday 11 June 2026
    Oracle revenue surges, but heavy AI spending prompts investor concern
    Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...
    Thursday 11 June 2026
    CanSemi IPO exposes strains in China's mature-node chip push
    CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
    Thursday 11 June 2026
    Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot
    Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of...
    Thursday 11 June 2026
    Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

    Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

    Wednesday 10 June 2026
    Advanced semiconductor demand fuels Liying's fluorine recycling expansion
    As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid...
    Wednesday 10 June 2026
    TXC eyes 30% optical module share by 2027
    AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....
    Wednesday 10 June 2026
    Aker to expand capacity by 20% as auto demand drives growth

    Aker Technology plans to expand capacity by 20% in 2026 as automotive demand grows and the quartz component supplier pushes further...

    Wednesday 10 June 2026
    TSMC's May revenue grows 30% as AI demand and tight capacity support outlook
    TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...
    Wednesday 10 June 2026
    World Cup demand and advertising economics keep TV prices stable despite rising memory costs
    Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
    Wednesday 10 June 2026
    AI equipment, telecom upgrades lift network equipment vendors in May
    Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...
    Wednesday 10 June 2026
    EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
    EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
    Wednesday 10 June 2026
    WinWay revenue rises on AI and HPC demand
    WinWay Technologies said shipments linked to artificial intelligence, high-performance computing, central processing units, and application processors lifted consolidated revenue to...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook