Taiwan's AI server component suppliers are surpassing last year's revenue well before December. Eleven of the 13 companies tracked across chassis, power supplies, rail kits and thermal...
Buima Energy reported a slight month-on-month increase but a year-on-year decline in October 2026 revenue, as construction projects entered completion and acceptance phases while battery...
OpenAI's revenue reached US$10 billion in the third quarter of 2026, up nearly 50% quarter-on-quarter, driven by demand from enterprises and new model products. However, its adjusted...
PCB maker Dynamic Holding reported October 2026 consolidated revenue of NT$10.637 billion (approx. US$323.6 million), down slightly from NT$10.648 billion in September as extended...
Infineon Technologies told analysts that demand is no longer what limits its growth. On a November 10 call to discuss its fiscal 2026 results, the German chipmaker said orders for...
Ingentec’s consolidated revenue reached NT$1.329 billion (US$40.4 million) from January to October 2026, up 79.32% from the same period in 2025. However, October revenue fell...
Nichidenbo Corporation said successive AI server generations, designed for higher power consumption and voltages, are increasing demand for high-end capacitors offering high capacitance...
Infineon Technologies ended fiscal 2026 with its strongest quarter ever, and the shape of the result says more than its size: profitability rose much faster than sales, and the German...
Time-lapse camera maker Brinno reported 3Q26 revenue of NT$151 million (US$4.59 million), up 15.3% year-on-year and 20.9% quarter-on-quarter, as defense imaging products began contributing...
Cadmen Technology reported October revenue of NT$75.61 million (US$2.3 million), up 11.91% year-over-year and marking a record high for the same period as well as its highest monthly...
Asia Electronic Materials is developing high-frequency, high-speed substrate materials based on polytetrafluoroethylene (PTFE) through a Hybrid Coreless solution and continues to submit...
Acer subsidiary Altos reported October 2026 consolidated revenue of NT$155 million (US$4.72 million), up 44.1% year-over-year, while revenue for the first 10 months reached NT$2.41...
Acer subsidiary Acer Synergy Tech benefited from sustained semiconductor industry growth, which drove demand for information technology (IT), operational technology (OT), and workforce...
Powerlogic said the rapid growth of global AI applications has diverted chips and key components toward the AI market, disrupting gaming hardware supply chains and customer purchasing...
Asia Vital Components (AVC) expects all GPU- and ASIC-based AI servers to adopt liquid cooling by the end of 2027, with customers increasingly turning to double-sided cold plates to...
