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Thursday 20 August 2026
AI server market CAGR nears 40%; rack power density surging 100-fold poses grid strain
Speaking at the 2026 Taiwan AI Academy Annual Conference held on August 18 at Academia Sinica's Social Sciences building, Neo Yao, CEO of Foxconn's Visionbay.ai, and Huang-Jen Chiu,...
Thursday 20 August 2026
Gamers pivot to high-margin peripherals as PC price pressures drive double-digit growth in gaming monitors

High PC hardware prices are pushing gamers to delay full-system replacements and redirect their budgets toward targeted upgrades, driving...

Thursday 20 August 2026
Xiaomi's AI-EV Pivot gains momentum as memory costs pressure Q226 smartphone business
Xiaomi is accelerating its transition from a smartphone-focused electronics manufacturer toward a broader technology ecosystem company, as artificial intelligence (AI), electric vehicles...
Wednesday 19 August 2026
NSTC's unmanned vehicle revenue tops 40% as semiconductor AOI and CPO fuel growth
Optical imaging technologies company New Smart Technology (NSTC) is moving beyond traditional optical and image inspection into semiconductor high-end automated optical inspection...
Wednesday 19 August 2026
Baidu's AI business drives growth as robotaxi expansion accelerates
Baidu is deepening its shift toward an AI-first business, with AI-powered operations accounting for half of its general business revenue in the second quarter as demand for computing...
Wednesday 19 August 2026
AVer sees second-half growth as supply pressure and AI demand reshape strategy
AVer Global said second-half growth remains supported by education tenders, stable ODM orders, and planned price increases, even as rising material costs and sensor shortages strain...
Wednesday 19 August 2026
Acer says non-PC businesses are driving growth as 2H26 outlook turns less certain
Acer is signaling a more diversified future as global PC demand may soften in the second half. The company says non-PC businesses, hybrid AI computing, and steady profitability from...
Wednesday 19 August 2026
Baidu's AI cloud engine accelerates as advertising drag deepens

Baidu's second-quarter 2026 results confirm a business in the midst of a wrenching handover: an AI-powered core that is scaling faster...

Wednesday 19 August 2026
Merida sees full-year 2026 growth as Europe and China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Wednesday 19 August 2026
Charts: Taiwan's materials suppliers split: wafer giants stall, substrate and lead-frame names run

The two largest silicon wafer companies are the sector's slowest growers on a cumulative basis. Everything running fast sits downstream...

Wednesday 19 August 2026
AI servers and AFM to drive revenue; Pan-International eyes explosive growth in 2027

Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating...

Wednesday 19 August 2026
Everlight Electronics to sell Miaoli plant as Thailand expansion, AI demand reshape growth outlook

LED packaging maker Everlight Electronics said it will sell its Tongluo plant in Miaoli to Sinbon for NT$3.458 billion (US$108.5 million),...

Wednesday 19 August 2026
Charts: Memory, not logic, is doing the work in Taiwan's July chip revenue

Scale and growth have decoupled. TSMC still supplies more than half the sector's monthly sales, but the growth table now belongs to...

Wednesday 19 August 2026
Charts: New capacity is starting to show up in Taiwan's packaging and test revenue
Ardentec credits a new fab entering volume production for the sharpest monthly jump in the sub-sector; ELASER's revenue nearly doubled year on year on customer demand.
Tuesday 18 August 2026
VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

VeriSilicon posted record first-half 2026 revenue of CNY1.86 billion (US$276 million), up 91.37% year-on-year, as AI computing demand...