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    PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
    17min ago
    Intel's preliminary Apple deal puts Samsung's foundry ambitions under pressure
    23min ago
    Inventec sees strong AI, general-purpose server demand through 2028
    25min ago
    Ajinomoto raises ABF substrate film prices 30%
    29min ago
    Dixon Technologies sees margin pressure as stagnation offsets full-year growth
    30min ago
    NEWS TAGGED REVENUE
    Wednesday 13 May 2026
    AI demand lifts Zhen Ding as server and chip substrate sales surge
    Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
    Wednesday 13 May 2026
    Y.S. Tech sees strong high-end cooling demand, but new plant costs weigh on profit
    Y.S. Tech reported that demand for high-end networking IT cooling and automotive orders lifted consolidated revenue to NT$1.129 billion in the first quarter of 2026 and operating profit...
    Wednesday 13 May 2026
    Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
    Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
    Wednesday 13 May 2026
    SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

    The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

    Wednesday 13 May 2026
    Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem
    Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...
    Wednesday 13 May 2026
    Ableprint posts record first-quarter profit as CPO orders set to begin in June
    Ableprint reported record first-quarter 2026 revenue and profit as customers installed and qualified new advanced packaging production lines and expanded shipments of high-end process...
    Wednesday 13 May 2026
    Lite-On, Delta benefit from surge in AI server power demand
    April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...
    Wednesday 13 May 2026
    Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
    Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...
    Wednesday 13 May 2026
    GLT shifts to auto and medical markets as display revenue drops to 1%
    Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
    Wednesday 13 May 2026
    Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum
    Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from...
    Wednesday 13 May 2026
    TsangYow's Malaysia plant to start up in 2026
    At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
    Wednesday 13 May 2026
    AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

    Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

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    TechForum0520
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook