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Wednesday 21 January 2026
Research Insight: High-end fiberglass cloth supply tightens as server demand spotlights Nittobo

As next-generation AI server platforms enter volume deployment, supply chain constraints are extending beyond high-bandwidth memory (HBM)...

Wednesday 21 January 2026
OpenAI sets 2026 as year for practical AI adoption, eyes hardware debut and new revenue streams
OpenAI has designated 2026 as a year for "practical adoption" of AI, signaling a strategic push to accelerate AI deployment across high-value sectors such as healthcare, scientific...
Wednesday 21 January 2026
Fortune Electric sees tailwinds from lower US tariffs and rising AI data center demand
Following the easing of US reciprocal tariffs to 15%, Taiwan's Fortune Electric is seeing meaningful relief in cost pressures while accelerating growth driven by robust demand from...
Wednesday 21 January 2026
AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually...
Wednesday 21 January 2026
Nvidia challenges Apple's longtime TSMC priority

Apple is losing the preferential access it held for more than a decade at TSMC as surging demand for AI chips shifts the balance of power...

Wednesday 21 January 2026
Inventec doubles 2026 capex to US$1 billion to seize AI server growth opportunities
Inventec plans to double its capital expenditure (capex) in 2026 to US$1 billion, looking to seize opportunities in the artificial intelligence (AI) server market. Company chairman...
Wednesday 21 January 2026
Inventec ramps up robotics and automotive electronics, expecting sharp revenue growth
Inventec is making noticeable strides in expanding its presence in the robotics and automotive electronics markets, with ambitious growth projections over the next two years. Chairman...
Wednesday 21 January 2026
Quanta EVP Mike Yang interview: AI industry paradigm shift just begun
The server industry is reaping the benefits of AI. Quanta's revenue hit a record high in 2025, surpassing the NT$2 trillion (US$63.2 billion) mark, with AI servers as the primary growth...
Tuesday 20 January 2026
AI server watch: AI servers lift Taiwan supply chain broadly in 2025, gains center on ODM/EMS, cooling, optical
Taiwan's AI server supply chain delivered broad-based growth in 2025, fueled by surging generative AI and cloud data center spending, but the biggest gains clustered around two areas:...
Tuesday 20 January 2026
PowerTech and ChipMOS report robust November profits amid strong memory demand
Memory packaging and testing firms PowerTech Technology and ChipMOS Technologies recorded significant profit increases in November 2025, reflecting robust demand in the memory sector...
Tuesday 20 January 2026
CviLux gains from AI server power overhaul as HVDC reshapes data center connectors
As the AI chip computing power race intensifies, data center electricity demand is surging, forcing a fundamental redesign of server power architectures. Taiwanese connector maker...
Tuesday 20 January 2026
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
Tuesday 20 January 2026
Taiwan's Ubiqconn bets on drones and edge AI to rebalance its business

Ubiqconn Technology says its accumulated strengths in maritime communications and satellite applications are continuing to underpin expansion...

Monday 19 January 2026
TSMT bets on DRAM modules to fuel 2026 growth as consumer demand cools
Taiwan Surface Mounting Technology Corp. said revenue returned to growth in 2025 after two consecutive years of decline, though rising prices and tight supply of key components are...
Monday 19 January 2026
Yageo implements chip resistor price increase amid rising precious metal costs
Yageo, a major Taiwanese manufacturer of passive components, has informed customers it will raise prices on specific chip resistors (R-Chip) products starting February 1, citing escalating...