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Monday 16 March 2026
AI server tracker: AI server boom drives demand for PCB, CCL and interconnect suppliers
Spending by hyperscale cloud service providers (CSPs) is fueling expansion across the AI server supply chain, with demand spreading beyond processors and server assembly into board-level...
Monday 16 March 2026
Taiwan's science park formula, now available for export to US
For decades, Taiwan's government-backed science parks have been the quiet engine behind the world's most powerful semiconductor supply chain. They incubated chip giants, clustered...
Monday 16 March 2026
Taiwan keyboard and camera module maker Chicony turns to Edge AI vision to counter weaker PC demand
Despite geopolitical tensions and component shortages weighing on the global economy, Chicony Electronics maintained solid profitability in 2025 by upgrading its product mix, delivering...
Monday 16 March 2026
AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
Monday 16 March 2026
Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue
Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation...
Monday 16 March 2026
Aurotek's robotics pivot drives record revenue, targets double-digit growth
Aurotek Corp. reported record-high consolidated revenue for 2025 and projects double-digit growth for 2026, with its robotics segment contributing more than 10% of last year's sales...
Monday 16 March 2026
Global PMX shifts revenue mix toward semiconductor and medical businesses, projecting stronger profits in 2026
Global PMX released a positive outlook, identifying semiconductor- and AI-server-related businesses as its main future growth drivers, while signaling a gradual decline in its formerly...
Sunday 15 March 2026
Asus warns PC shipments to fall as memory shortages and price rises reshape supply and pricing
Asus said it exceeded revenue and profit targets in 2025 while forecasting a 10-15% decline in global PC shipments for 2026, and it has secured longer-term deals with memory suppliers...
Sunday 15 March 2026
Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
Sunday 15 March 2026
Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...
Sunday 15 March 2026
AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
Sunday 15 March 2026
Niching sees AI-driven thermal products lift early 2026 revenue despite Lunar New Year slowdown
Semiconductor packaging and testing material supplier Niching Industrial Corp. reported NT$200 million (approx. US$6.29 million) in revenue for January and February 2026, a year-over-year...
Saturday 14 March 2026
AI server boom lifts WPG Holdings to record February revenue

Driven by surging AI computing and server demand, IC distributor WPG Holdings reported February 2026 revenue of NT$79.68 billion (approx...

Saturday 14 March 2026
E Ink sees record revenue, profit in 2026 as e-paper demand grows

Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according...

Saturday 14 March 2026
TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment...