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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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    China’s AI talent demand spreads into chips, rare earths and new materials
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    ASIC server demand rises, boosting high-speed connectivity suppliers
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    Compal says US clients praised Taiwan’s robot component supply chain
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    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
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    NEWS TAGGED REVENUE
    Thursday 9 July 2026
    Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27
    Phison Electronics, a NAND controller maker, said first-half consolidated revenue in 2026 surpassed NT$100 billion (US$3.1 billion) for the first time. CEO Khein-Seng Pua said June...
    Thursday 9 July 2026
    Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates
    Delta Electronics posted stronger June 2026 sales as demand for AI servers, power systems and infrastructure products continued to climb. The Taiwanese electronics supplier reported...
    Thursday 9 July 2026
    HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand
    HIWIN and its subsidiary Hiwin Mikrosystem posted record June 2026 revenue as demand from semiconductors, industrial automation and robotics stayed strong. The Taiwan-based motion...
    Thursday 9 July 2026
    Power-Win sees stronger momentum as battery recycling market expands
    Taiwan's largest waste battery processor, Power-Win Technology, reported stronger first-half momentum as rising waste battery volumes, higher recycled-material prices, and more electric-vehicle...
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    GlobalWafers says wafer demand is improving as chip cycle heals
    GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
    Thursday 9 July 2026
    Planet Technology reports June revenue growth as it expands cybersecurity lineup
    Planet Technology's latest sales update points to continued demand in networking hardware, cybersecurity, and AI-ready infrastructure, themes with implications for banks, factories,...
    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
    Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...
    Thursday 9 July 2026
    Inventec expects server shipments to rise quarterly as component shortages loom
    Inventec reported June 2026 revenue of NT$102.26 billion (approx. US$3.19 billion), up 23.5% from the previous month and 61.6% from a year earlier, reaching record highs for both the...
    Thursday 9 July 2026
    Memory costs slash low-end phone output and pressure PA shipments

    The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Analog Devices acquires Empower Semiconductor and enters AI power market

    Analog Devices (ADI) announced that it has completed its acquisition of Empower Semiconductor, a move it said is designed to bolster...

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
    Thursday 9 July 2026
    Univacco posts record revenue on card demand
    Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook