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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
Fulltech's Thailand plant targets AI and satellite demand
Fulltech held the groundbreaking ceremony for phase one of its new Thailand plant on July 5, 2026, with chairman Yuan-Pin Chang saying the project will require about NT$3.1 billion...
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
JLC revenue climbs 40% as Taiwan's circular economy law takes effect
JLC reported a sharp rise in June revenue after Taiwan's Resource Circularity Promotion Act took effect, while the lead-acid battery recycler also benefited from early investment in...
Tuesday 7 July 2026
Sercomm posts record second-quarter revenue as AI boosts broadband demand

Sercomm reported record June 2026 revenue of NT$7.27 billion, up 12.2% from May and 70.8% from a year earlier, as AI-related network...

Tuesday 7 July 2026
Ingenic says DRAM foundry capacity strain won't ease until 2H27
China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...
Monday 6 July 2026
UMC posts record first-half revenue and plans selective price hikes in second half
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...
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...
Monday 6 July 2026
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

Monday 6 July 2026
Chicony Power June revenue rises on pull-forward demand and server power sales
Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
Monday 6 July 2026
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
Monday 6 July 2026
China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...