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Wednesday 8 July 2026
Silicon Labs says Matter 1.6 will accelerate smart home growth

Silicon Labs principal product manager Rob Alexander said Matter 1.6, which the Connectivity Standards Alliance (CSA) is set to introduce...

Wednesday 8 July 2026
Wistron sees AI demand holding up as sovereign AI gains traction
Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal...
Wednesday 8 July 2026
Ennostar and Everlight turn up growth in 2Q26
LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered...
Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Tuesday 7 July 2026
Zhen Ding 2H26 outlook brightens on server and optical demand

PCB maker Zhen Ding said June revenue climbed to a fresh 2026 high, extending strong year-over-year growth as demand for AI-related...

Tuesday 7 July 2026
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos...
Tuesday 7 July 2026
Taiwan wireless specialist Climax Technology set for mainboard listing as US, Europe orders drive record 1H26 revenue
Wireless communications specialist Climax Technology is preparing for a listing on the TWSE mainboard later this month after posting record first-half 2026 revenue, supported by broad-based...
Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance...

Tuesday 7 July 2026
Transcend posts record revenue in 2Q26 on strong demand

Memory module maker Transcend Information reported consolidated revenue of NT$5.07 billion (approx. US$138.66 million) for June 2026...

Tuesday 7 July 2026
BBU demand lifts Taiwanese battery module makers as AI server adoption expands
Battery backup (BBU) module demand from AI servers continued to rise in June, supporting revenue growth at Taiwanese suppliers AES-KY, Simplo Technology and STL. These companies have...
Tuesday 7 July 2026
Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial...

Tuesday 7 July 2026
Chicony Electronics reports June revenue gain as AI PC demand builds
Chicony Electronics said June 2026 revenue rose on quarter-end pull-in demand, with power supply products leading the increase. The Taiwanese electronics supplier said the mix of higher-end...
Tuesday 7 July 2026
SK data center bet sets sights on intelligence exports

South Korea is moving to position itself as an exporter of "intelligence" rather than just the chips and equipment that go into building...

Tuesday 7 July 2026
Schaeffler seeks new growth from defense and aerospace as Tier 1 transformation accelerates
Global automotive Tier 1 suppliers are speeding up cross-industry transformation as the car sector's shift puts pressure on long-term growth, and Schaeffler is expanding beyond auto...
Monday 6 July 2026
FCC rule change drives Sporton to a three-year revenue high
Sporton, a high-end testing services provider, reported June 2026 revenue of NT$417 million (US$13.05 million), up 0.5% from the previous month and 12.7% from a year earlier. The increase...