Inventec achieved an all-time revenue high in March 2026, fueled by robust orders and shipments of AI servers. The company reported March revenue of NT$87.563 billion (US$2.8 billion),...
Industrial PC (IPC) maker Flytech Technology's 11% year-over-year revenue increase in the first quarter of 2026, driven by strong Asia-Pacific shipments, signals potential supply and...
Weblink International reported rising PC costs from tight memory supply and strong commercial demand driven by AI, boosting March and first-quarter 2026 revenue; global readers should...
Swancor Holding reported first-quarter 2026 revenue of NT$190 million (US$5.99 million), marking a pivotal shift in its business mix as its AI robotics segment crossed NT$10 million...
AUO and Innolux are accelerating their expansion beyond traditional display panels, with Innolux's non-display revenue surpassing 51% in 2025, mainly driven by automotive applications...
As AI and high-performance computing (HPC) demand surges and the semiconductor supply chain undergoes accelerating restructuring, structural changes are emerging in the critical materials...
Transcom Technology expects flat full-year revenue for 2026 amid stalled progress in Taiwan's defense budget, which is potentially delaying deliveries of Gong-3 and Gong-4 missile...
Memory prices are rising sharply, with Transcend Information chairman Peter Shu warning that supply-demand pressure will intensify through 2026 despite weakening consumer demand.
Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products,...
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...
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...
Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...
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...
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
