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    Innolux factory shift could reshape InnoCare's supply chain and growth mix
    5min ago
    China's DRAM supply chain clears another materials hurdle
    7min ago
    NEWS TAGGED REVENUE
    Friday 11 September 2026
    Apple cracks mmWave with C2, weakening Qualcomm's last big iPhone modem edge
    Apple has introduced its new in-house C2 modem in the iPhone 18 Pro, and the US specifications list support for the n258, n260 and n261 mmWave bands, marking the first time Apple's...
    Friday 11 September 2026
    AI server tracker: Taiwan's rack supply chain reveals where the AI buildout is accelerating

    The three Taiwanese supply chain categories closest to the physical AI rack — thermal, power supply, and rail kits — booked...

    Friday 11 September 2026
    Oracle's AI cloud build-out is now rewriting its cost structure

    Oracle has passed the point where its artificial-intelligence infrastructure business is large enough to reshape the company's entire...

    Friday 11 September 2026
    Oracle turns its AI build-out into a delivery number, the cost lands where management said it would

    Oracle used its fiscal 2027 first-quarter earnings call to recast the question about its AI infrastructure business from whether demand...

    Friday 11 September 2026
    AI server tracker: Taiwan's August filings say demand is still accelerating
    The clearest read yet on whether the AI build-out is still accelerating arrived this week in a batch of unaudited Taipei filings, and it accelerated. The 49 Taiwan-listed companies...
    Friday 11 September 2026
    MediaTek August revenue beats expectations, boosts 3Q outlook

    MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year...

    Friday 11 September 2026
    Rayzher rides semiconductor fab buildout to record revenue
    Rayzher Industrial, a high-tech factory gas supply system solutions provider, reported consolidated revenue of NT$369 million (approx. US$11.7 million) in August 2026, up 83.26% year-over-year...
    Friday 11 September 2026
    TPK, GIS post mixed August sales as 2H26 demand stays cautious
    Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half...
    Thursday 10 September 2026
    STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%
    STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic...
    Thursday 10 September 2026
    ASE August revenue tops NT$80 billion record as AI packaging capacity stays sold out
    ASE Technology Holding's revenue surpassed NT$80 billion (US$2.5 billion) for the first time in August 2026, as AI continued to drive demand for both advanced and conventional semiconductor...
    Thursday 10 September 2026
    Foxsemicon hits record 2Q26 revenue on Thailand ramp-up
    Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$6.3 billion (approx. US$200.0 million) in the second quarter of 2026, up 13.3% quarter-over-quarter...
    Thursday 10 September 2026
    Jeter August revenue rises on AI server shipments
    Soonest Express, a logistics and freight forwarding provider, reported August 2026 revenue of NT$799 million (approx. US$25.3 million), up 13.53% month on month and 7.80% year on year,...
    Thursday 10 September 2026
    Gem Terminal rides China plug rule shift for 8.8% sales growth
    Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements...
    Thursday 10 September 2026
    Intelligo targets double-digit 2027 revenue growth on AI IP, ASICs
    Intelligo said it is aiming for double-digit revenue growth in 2027 as AI IP licensing and AI edge-computing ASICs expand its reach into smartphones, notebooks, earbuds, gaming consoles...
    Thursday 10 September 2026
    TSMC August 2026 revenue jumps 53.3% as AI chip demand drives record growth

    TSMC reported strong revenue growth in August, underscoring continued momentum in AI-related semiconductor demand. TSMC said consolidated...

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    Research_DB
    BIZ FOCUS
    Sep 11, 08:00
    DAS Expands in Taiwan and Unveils World First at SEMICON
    Friday 11 September 2026
    Toward Technologies Redefines Relay Solutions at SEMICON Taiwan 2026
    Thursday 10 September 2026
    Stress, Sleep, and Lifestyle Balance: Perspectives from Traditional Chinese Medicine
    Wednesday 9 September 2026
    IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy
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