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Monday 13 April 2026
India roundup: Domestic chip firms anchor India's semiconductor ambitions

India is advancing its semiconductor ecosystem via design alliances and acquisitions, while recalibrating...

Monday 13 April 2026
SAS Group's green and AI pivot gains traction
SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...
Monday 13 April 2026
Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products
Nan Pao Resins Chemical Group reported a historic revenue high for March, reaching NT$2.4 billion (approx. US$75.3 million), up 17.4% year-over-year, fueled by raw material price fluctuations...
Monday 13 April 2026
Delta Electronics hits record revenue on AI server, liquid cooling surge
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
Sunday 12 April 2026
Ennostar shifts to profit focus, ramps Micro LED and optical communications

Ennostar Inc. chairman Paul Peng said the company has emerged from a multi-year restructuring phase and is now entering a period of acceleration,...

Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Sunday 12 April 2026
Why some ASIC design service firms are missing out on the AI boom?
Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...
Saturday 11 April 2026
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
Saturday 11 April 2026
Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
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...