CONNECT WITH US
NEWS TAGGED GROWTH
Thursday 7 May 2026
Msscorps posts first-quarter loss as it pivots into silicon photonics inspection
Msscorps reported consolidated revenue of NT$579 million (US$18.46 million) in the first quarter of 2026, up 24.54% year-on-year and a record for the period, but still recorded a net...
Thursday 7 May 2026
Innodisk tops 2025 full-year revenue in first four months of 2026
Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...
Thursday 7 May 2026
MetaAge posts 27% revenue increase as AI demand boosts server shipments
MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
Thursday 7 May 2026
Commentary: The real AI war may be the models nobody sees

The global race in large AI models continues to intensify, with Chinese state-backed capital accelerating its push into the sector. According...

Thursday 7 May 2026
Transcom sees overseas defense orders drive revenue and production into 2026
Transcom Technology reported that April 2026 revenue rose 45.94% year on year to NT$90.82 million (US$2.9 million) as delayed defense project shipments from March were booked in April,...
Thursday 7 May 2026
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
Thursday 7 May 2026
Arm shifts focus to high-value silicon to bypass mobile growth plateau
The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
Thursday 7 May 2026
Arm's licensing surge masks smartphone market slowdown
Arm reported fiscal fourth-quarter revenue of US$1.49 billion, up 20% year over year and nearly 20% higher sequentially, according to company financial data. Net profit rose 49% from...
Thursday 7 May 2026
Taiwan component maker Fositek rides AI server cooling demand
Fositek said strong demand from artificial intelligence (AI) infrastructure is driving rapid growth in its liquid cooling business and will prompt continued capacity expansion to meet...
Thursday 7 May 2026
As AI expands, broadband upgrades fuel growth at Sercomm

Broadband equipment maker Sercomm reported a sharp surge in revenue for April, underscoring how demand for faster networks, fueled in part...

Thursday 7 May 2026
Memory hikes slow telecom orders, but network chipmakers stay upbeat
Network infrastructure demand in 2026 remains broadly positive as telecom operators in Europe and the US prepare for future AI use cases. Chipmakers say the growth is not just about...
Wednesday 6 May 2026
AI networking surge pushes Lumentum to record growth

The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

Wednesday 6 May 2026
SEMI president says SEA must build ecosystems, not just fabs, to capture trillion-dollar opportunity
At SEMICON Southeast Asia 2026, SEMI President and CEO Ajit Manocha delivered a clear message: the semiconductor industry is entering a "multi-trillion-dollar journey," but capturing...
Wednesday 6 May 2026
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
Wednesday 6 May 2026
Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...