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Thursday 2 July 2026
Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026
Alltop projects cautious 2H26 growth led by AI servers and recovering EV demand
Connector and cable maker Alltop is signaling that global demand trends may increasingly favor AI infrastructure and a later recovery in electric vehicles, with its latest outlook...
Thursday 2 July 2026
Tesla jumps to second as Taiwan auto sales rebound in June
Taiwan's auto market posted a strong rebound in June 2026, signaling firmer demand in a key Asian economy watched by global carmakers. Registrations rose sharply in the month and year,...
Thursday 2 July 2026
AI server demand drives MiTAC to expand in Taiwan, Vietnam, and California
MiTAC Holdings' subsidiary, MiTAC Computing Technology, has won strong demand from US cloud customers, driving a sharp rise in orders and a global expansion plan from Asia to North...
Thursday 2 July 2026
General-purpose server shipments surge, boosting Taiwanese connector makers
Agentic AI demand is driving major US cloud providers such as Google and Amazon to expand data centers, lifting global server shipments and triggering a new wave of orders for Taiwan...
Wednesday 1 July 2026
TMY Technology clears Taiwan listing review, satellite and defense businesses drive turnaround

The Taiwan Stock Exchange (TWSE) Listing Review Committee approved TMY Technology Inc.'s application to list on the Taiwan Innovation...

Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Wednesday 1 July 2026
AI chip complexity stretches electronic materials order windows to six months, DuPont spinoff warns

As the AI wave drives rapid growth across the global semiconductor industry, the upstream electronic materials supply chain has become...

Wednesday 1 July 2026
Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints
AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing...
Wednesday 1 July 2026
Industry 4.0 demand keeps TADC on track for double-digit growth in 2H26
Computer-aided engineering (CAE) solutions provider Taiwan Auto Design (TADC) held an earnings call on June 29, stating that, with collaborative product commerce (CPC) personnel now...
Tuesday 30 June 2026
Ability Opto-Electronics targets CPO growth with V-groove and MT lines

Ability Opto-Electronics Technology, an optics maker, said on June 29 that its V-groove and mechanical transfer (MT) products for co-packaged...

Tuesday 30 June 2026
TBI Motion taps humanoid robot demand with small-batch shipments

TBI Motion has begun shipping parts for humanoid robots as the global race to commercialize the technology gathers pace. The move highlights...

Tuesday 30 June 2026
Interview: Why DuPont spinoff Qnity is betting its Taiwan growth on packaging, not process nodes

As Taiwan becomes the core of the global AI hardware supply chain, Qnity — the century-old company spun off from US chemicals...

Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Tuesday 30 June 2026
AI super cycle lifts semiconductors, but China chip group warns of a distorted boom

AI has pushed the global semiconductor industry into a new "super cycle," but the AI boom is also creating distorted demand, tighter...