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Tuesday 13 October 2026
SmartSens targets automotive CIS, robot vision growth with US$478M funding
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...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
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...
Tuesday 13 October 2026
Samsung, SK Hynix NAND profits seen surging on enterprise SSD demand
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...
Tuesday 13 October 2026
China's AI revenue gap with US exposes deeper monetisation divide
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...
Tuesday 13 October 2026
BTL sees AI testing surge, schedules extend to 1Q27
Electronic testing laboratory BTL reported September 2026 revenue of NT$87 million (US$2.73 million), up 10.2% year-over-year, as AI server testing projects at its second Guishan plant...
Tuesday 13 October 2026
Nan Pao sees breakthroughs in adhesives for semiconductors, foldable displays
Nan Pao Resins Chemical reported September revenue of NT$2.308 billion (US$72.35 million), up 16.5% year-over-year and a record for the same period, as it continued to develop new...
Monday 12 October 2026
Apple iPhone launch and holiday demand lift Momo revenue to a record September
Fubon Multimedia, which operates the Momo e-commerce platform, reported consolidated revenue of approximately NT$8.59 billion (US$269.4 million) in September 2026, up 8.2% from a year...
Monday 12 October 2026
HHGalaxy reports record 3Q26 revenue as Double 11 demand builds
Taiwanese e-commerce operations provider HHGalaxy reported consolidated revenue of NT$621 million (US$19.5 million) for September 2026, up 31.74% from a year earlier, as brands prepared...
Monday 12 October 2026
Samsung reportedly secures long-term contracts covering up to 80% of 2027 memory supply
Samsung Electronics has committed 75–80% of its 2027 memory supply, including high-bandwidth memory (HBM), to long-term agreements (LTAs), the Korea Economic Daily reported...
Monday 12 October 2026
Nanya gross margin hits 85.7% as low-priced DRAM contracts roll off
Nanya Technology reported record quarterly earnings in the third quarter of 2026, according to unaudited results released on October 12, as DRAM average selling prices (ASPs) rose...
Monday 12 October 2026
How 'Filter Moore's Law' is doubling revenue for a Taiwan chip filter maker
Under what the industry terms the "Filter Moore's Law," each process node shrink lowers tolerance for airborne molecular contaminants, causing filtration demand to grow exponentially...
Monday 12 October 2026
Chenbro Micom expands into Nvidia Vera Rubin rack-scale systems, 2026 revenue already tops full-year 2025
Taiwanese server chassis maker Chenbro Micom is expanding its role in AI infrastructure, moving beyond traditional server enclosures into high-end AI servers and rack-level solutions...
Monday 12 October 2026
HTSI September revenue surges 150% as AI chip testing demand accelerates
Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products,...
Monday 12 October 2026
Aurona Industries posts 19% September growth as Taiwan plant targets 2027 trial run
Aurona Industries reported September revenue of NT$137 million (US$4.3 million), up 19.29% from a year earlier, as pre-holiday inventory building in China strengthened customer orders...
Monday 12 October 2026
Leadsun Greentech enters EV charging with three DC fast-charging sites
Leadsun Greentech has entered Taiwan's electric vehicle charging market by acquiring equipment at three supercharging sites in Hsinchu, Taichung and Yunlin, expanding its renewable...