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Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while...

Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

Tuesday 16 June 2026
Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...

Tuesday 16 June 2026
Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands
Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return...
Tuesday 16 June 2026
South Korea launches ultra-innovation economy push with major investment in next-generation power semiconductors
South Korea has begun planning a large-scale research and development program for next-generation power semiconductors as part of its broader "Ultra-Innovation Economy Project," according...
Monday 15 June 2026
SpaceX's US$2T debut forces Wall Street to tear up mega-cap map

SpaceX has broken through the US$2 trillion market-cap mark after completing the largest initial public offering (IPO) in history,...

Monday 15 June 2026
Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26
Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading...
Monday 15 June 2026
AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge
Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...
Monday 15 June 2026
Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology...

Monday 15 June 2026
General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

Monday 15 June 2026
Fortune Electric sees export-led growth as global AI power demand tightens transformer supply
Fortune Electric said surging demand for AI infrastructure in the US is lifting its export business, reflecting a broader global scramble for power equipment. The Taiwanese transformer...
Sunday 14 June 2026
SpeedTech's shift toward assembly and systems work could reshape 2026 revenue mix

Connector and wire-harness maker SpeedTech is accelerating its shift from component supply toward systems assembly and full-unit OEM...

Saturday 13 June 2026
Taiwan IC distributor Edom eyes four growth engines beyond cloud AI

As cloud service providers ramp up investment in AI infrastructure, Edom chairman Wayne Tseng said rising costs for materials, production...

Friday 12 June 2026
Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth
Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest...