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    Analysis: Mythos sparks access fight as AI models become strategic assets
    7min ago
    Trump-Xi meeting leaves InP and CVD export controls unresolved
    May 14, 19:21
    ODMs push consignment deals to defend AI server margins
    May 14, 19:20
    NEWS TAGGED REVENUE
    Thursday 14 May 2026
    Cisco accelerates AI push with Silicon One gains and major restructuring plan
    Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
    Thursday 14 May 2026
    Alibaba faces mounting margin pressure as AI investments accelerate
    Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...
    Thursday 14 May 2026
    Tencent eyes Chinese ASIC ramp in 2H26
    Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
    Thursday 14 May 2026
    Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
    Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...
    Thursday 14 May 2026
    Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
    Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles...
    Thursday 14 May 2026
    Korea races to narrow chip packaging gap with Taiwan and China

    AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

    Thursday 14 May 2026
    AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
    AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
    Thursday 14 May 2026
    Microloops posts record first-quarter profit as AI server cooling drives growth
    Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
    Wednesday 13 May 2026
    PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
    IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
    Wednesday 13 May 2026
    Inventec sees strong AI, general-purpose server demand through 2028
    Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
    Wednesday 13 May 2026
    Dixon Technologies sees margin pressure as stagnation offsets full-year growth
    Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
    Wednesday 13 May 2026
    AI demand lifts Zhen Ding as server and chip substrate sales surge
    Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...
    Wednesday 13 May 2026
    Commentary: AI server ODMs face margin squeeze as memory costs soar
    As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
    Wednesday 13 May 2026
    Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

    Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

    Wednesday 13 May 2026
    AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
    ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
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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