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    MediaTek courts Intel as Google pushes for alternatives to CoWoS
    1min ago
    Lam Research to hire 1,000-plus engineers in Taiwan on AI chip demand
    10min ago
    Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
    14min ago
    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    May 13, 20:11
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    May 13, 20:11
    China’s fiber optic industry evolved from catch-up to supply chain scale
    May 13, 20:11
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    May 13, 20:11
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    May 13, 20:11
    NEWS TAGGED REVENUE
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Kuaishou targets US$20B Kling AI spin-off to tap video generation demand
    Kuaishou is holding talks with potential investors to spin off its Kling AI video unit in a pre-IPO funding round valuing it at US$20 billion, according to The Information...
    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
    Tuesday 12 May 2026
    Innolux shares surge on reports of potential TSMC FOPLP partnership
    Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
    Tuesday 12 May 2026
    Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
    Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...
    Tuesday 12 May 2026
    Univacco posts record first-quarter revenue as North American demand strengthens
    Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...
    Tuesday 12 May 2026
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
    Tuesday 12 May 2026
    WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
    Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...
    Tuesday 12 May 2026
    Arm's AGI CPU demand surges as supply constraints loom
    Arm is preparing to expand beyond its traditional IP licensing business by introducing data center CPUs, positioning itself to compete directly with some of its own customers, including...
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Tuesday 12 May 2026
    Compeq emerges as key supplier in AI and low-orbit satellite boom
    Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
    Tuesday 12 May 2026
    Chenbro expands from AI server chassis into liquid-cooling CDU
    Chenbro CEO Corona Chen said strong AI demand is reshaping data center architecture, pushing the company beyond its traditional chassis business into systems, racks, and liquid-cooling...
    Tuesday 12 May 2026
    Himax targets 2026 rebound on auto DDI and AI glasses momentum
    Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
    Tuesday 12 May 2026
    Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

    Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook