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Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Adlink posts record 2Q revenue on rising edge AI demand
Adlink Technology reported record consolidated revenue for June and the second quarter of 2026, driven by stronger demand for edge AI applications and broader market expansion. The...
Tuesday 7 July 2026
CATL's profit surge widens China's battery lead over global rivals

China's battery industry is widening its lead at home and abroad. Market leader CATL posted record profits while expanding its dominance...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky...

Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
Broadcom and Apple extend custom chip deal through 2031
Broadcom has extended its custom chip supply agreement with Apple through 2031, strengthening a key supplier tie that could shape wireless connectivity, AI infrastructure, and device...
Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

Tuesday 7 July 2026
Fulltech's Thailand plant targets AI and satellite demand
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
Tuesday 7 July 2026
JLC revenue climbs 40% as Taiwan's circular economy law takes effect
JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...
Tuesday 7 July 2026
Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Monday 6 July 2026
UMC posts record first-half revenue and plans selective price hikes in second half
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...