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Thursday 9 April 2026
AmTRAN's high-value product shipments boost 1Q26 revenue
AmTRAN reported stable shipments of high-value products, supported by a return to normal working days following the Lunar New Year and renewed customer demand. These factors have pushed...
Thursday 9 April 2026
ODMs erase seasonal slump as notebooks and AI servers drive March surge
Electronic ODM makers' surge in March revenue, driven by accelerated notebook orders and booming AI server demand, erased the typical first-quarter slump, with implications for global...
Thursday 9 April 2026
Hon Precision sees surging demand for AI infrastructure components
Hon Precision's strong March and first quarter 2026 results signal accelerating global demand for AI infrastructure components, with potential ripple effects on data center procurement...
Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Thursday 9 April 2026
Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
Thursday 9 April 2026
Microloops rides AI boom, aims to double 2026 revenue
Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...
Thursday 9 April 2026
Winmate eyes 2026 growth amid rising defense and edge AI demand
Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...
Thursday 9 April 2026
Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
Thursday 9 April 2026
LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
Thursday 9 April 2026
Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
Wednesday 8 April 2026
Memory rally lifts Adata to record quarter, AI demand fuels outlook

Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

Wednesday 8 April 2026
Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

Wednesday 8 April 2026
AI server cooling demand boosts heat sink makers' growth outlook
Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...
Wednesday 8 April 2026
Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
Wednesday 8 April 2026
Kioxia considers first dividend as long-term contracts shape global memory strategy
Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...