Rising capital expenditures by global cloud service providers (CSPs) are accelerating orders for AI computing infrastructure, boosting both the specifications and volumes of passive...
Japan's Omron has agreed to acquire US industrial computer (IPC) maker OnLogic and its parent company, Interlogic, at an enterprise value of US$675 million, seeking to expand its presence...
Huawei's cumulative global foldable smartphone shipments have exceeded 20 million units, with the company capturing more than 70% of China's foldable phone market in the first half...
Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...
Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year...
Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series...
Korea Alcohol Group is accelerating its shift toward semiconductor materials with a KRW450 billion (US$337 million) production base at Yesan County in South Korea's South Chungcheong...
U-Best Innovative posted record revenue for September, the third quarter, and the first nine months of 2026, as demand for footwear materials strengthened and the company pursued emerging...
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains stro...
Chinese CMOS image sensor (CIS) maker SmartSens completed a CNY3.2 billion (approx. US$478 million) capital increase in September 2026 to expand into automotive electronics and AI...
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices...
China's leading artificial intelligence companies are gaining users and global recognition, but their commercial returns remain far behind those of US rivals. The growing disparity...
