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Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...
Saturday 11 April 2026
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
Saturday 11 April 2026
Taiwan chip distributors report record quarter on AI boom
Taiwan's two largest semiconductor distributors, WT Microelectronics and WPG Holdings, reported record-breaking quarterly results, underscoring how surging demand for artificial intelligence...
Saturday 11 April 2026
BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

Friday 10 April 2026
AD Technology eyes KRW1T revenue with 2nm CPU platform after shift from TSMC to Samsung DSP
South Korean IC design firm AD Technology transitioned from the TSMC Value Chain Alliance (VCA) to become one of Samsung's Design Solution Partners (DSPs) in 2019. After overcoming...
Friday 10 April 2026
Eclat Forever Machinery secures large IC substrate orders with visibility to 2027
High-end ABF substrate wet process equipment maker Eclat Forever Machinery (EF) announced that, driven by clear expansion momentum from domestic IC substrate customers, capital expenditures...
Friday 10 April 2026
Compal sees PC demand steady, server shipments set to double quarterly
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
Friday 10 April 2026
Realtek posts 39% revenue surge as new SerDes demand drives growth
Realtek's stronger-than-expected March and first-quarter 2026 revenues signal important implications for global supply chains and device makers, showing pull-ins in PC shipments and...
Friday 10 April 2026
MAtek sees record March revenue as AI and silicon photonics boost testing demand
MAtek's March revenue surge has implications for global chipmakers and AI infrastructure providers: rising demand for advanced material and failure analysis testing linked to AI chip...
Friday 10 April 2026
GlobalWafers' 12-inch line to run full in 2Q26 as wafer utilization rises
GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
Friday 10 April 2026
Asustek posts record March and 1Q26 revenue on strong AI server demand
Asustek's record-breaking March and first-quarter 2026 results reflect surging demand for AI servers and PCs, with broader implications for enterprise infrastructure spending and global...
Friday 10 April 2026
MPI posts record 1Q26 revenue, invests NT$2B in Hsinchu plant expansion
Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
Friday 10 April 2026
Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
Friday 10 April 2026
TSMC smashes records with massive 45% revenue surge in March

Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

Friday 10 April 2026
China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...