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    Friday 12 June 2026
    Taiwan OSAT firms gain from AI chip demand and foundry spillover
    The global push for AI and HPC chips is tightening advanced packaging capacity and lifting orders for outsourced semiconductor assembly and test providers. For international customers...
    Friday 12 June 2026
    Nextron says AI supply chain is in place as orders extend to 2027
    Nextron said its AI data center supply chain has fully taken shape, with demand spanning servers, switches, and liquid-cooling units. The connector maker said visibility now extends...
    Friday 12 June 2026
    DDR4 shortage tightens as Nanya capacity fills and prices climb

    DDR4 memory supply remains tight, with the shortage affecting buyers worldwide, from cloud and server operators to industrial and networking...

    Thursday 11 June 2026
    Taiwan chips in as drone makers ditch China supply chains

    Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

    Thursday 11 June 2026
    MSI sees CPU shortages easing as margins recover

    Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

    Thursday 11 June 2026
    Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth
    Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom...
    Thursday 11 June 2026
    Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
    A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
    Thursday 11 June 2026
    Niching Industrial sees heat spreader revenue hit record on AI server demand
    AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
    Thursday 11 June 2026
    Transsion turns from Africa phones to energy storage, but the harder fight is just starting
    Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
    Thursday 11 June 2026
    Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
    Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...
    Thursday 11 June 2026
    AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak
    Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft...
    Thursday 11 June 2026
    Pegatron May revenue hits 2026 high as server business gains momentum
    Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
    Thursday 11 June 2026
    Oracle revenue surges, but heavy AI spending prompts investor concern
    Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...
    Thursday 11 June 2026
    CanSemi IPO exposes strains in China's mature-node chip push
    CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
    Thursday 11 June 2026
    Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot
    Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook