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Tuesday 9 June 2026
Commentary: How Nvidia turned Computex into its own annual coronation
Computex 2026 has ended, with the spotlight again firmly on Nvidia CEO Jensen Huang. From his arrival in Taiwan on May 23, Huang spent two weeks meeting key industry figures, attending...
Tuesday 9 June 2026
VinFast revenue rises 42%, but losses widen sharply in 1Q26
Vietnam-based electric vehicle maker VinFast reported strong revenue and delivery growth in the first quarter of 2026, but its financial results showed that losses continued to widen...
Tuesday 9 June 2026
Nvidia-SK Hynix pact sharpens memory race with Samsung, Micron
Nvidia's multiyear technology partnership with SK Hynix could reinforce the South Korean chipmaker's role in the AI memory supply chain, raising pressure on Samsung Electronics and...
Tuesday 9 June 2026
Topco monthly sales hit third-highest level on chip materials demand
Topco Scientific said strong demand from artificial intelligence and high-performance computing drove higher shipments of advanced-process materials, lifting consolidated revenue in...
Tuesday 9 June 2026
Yesiang begins shipping recycled filters as 2nm demand lifts AMC market
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes...
Tuesday 9 June 2026
GSEO surpasses NT$10 billion in five-month revenue and plans July mass production
Genius Electronic Optical reported consolidated revenue of NT$1.629 billion (US$51.5 million) in May 2026, marking a month-on-month decline from NT$2.314 billion in April but a 30.24%...
Tuesday 9 June 2026
Taiwan server makers post strong May sales as AI demand continues to drive orders
Taiwan's leading server manufacturers reported strong May sales, underscoring how global AI infrastructure spending is reshaping demand for data center hardware. The gains point to...
Tuesday 9 June 2026
MAtek posts record May revenue as AI chip power and 2-nanometer nodes drive testing demand
MAtek reported May 2026 revenue of NT$544 million (US$17.23 million), a 26.87% increase year-over-year and a 0.69% increase month-over-month, marking its third consecutive month of...
Tuesday 9 June 2026
Cooling parts maker Global PMX wins AI server liquid-cooling supply and expects high-margin shipments in second half
Automotive power and safety parts manufacturer Global PMX said it secured placements in the supply chains of leading AI chip and rack makers and expected a wave of high-margin liquid-cooling...
Monday 8 June 2026
Microloops May revenue rises 54% as CSP cooling module shipments start
Cooling module maker Microloops reported May 2026 consolidated revenue of NT$330 million (approx. US$10.45 million), up 54.97% from a month earlier and down 10.76% from a year earlier...
Monday 8 June 2026
Exclusive: Marvell says AI's copper wall is nearing, with custom silicon and optical I/O set to scale
US chipmaker Marvell took a more visible stance at Computex 2026, with CEO Matt Murphy delivering a keynote speech and senior executives visiting Taiwan to lay out the company's outlook...
Monday 8 June 2026
SpaceX's Google deal highlights shift from AI model ambitions to infrastructure monetization
SpaceX's multibillion-dollar cloud agreement with Google underscores a growing shift in the AI industry from building proprietary models to monetizing computing infrastructure. The...
Monday 8 June 2026
Largan posts 43% year-on-year May revenue rise
argan Technology reported consolidated May revenue of NT$4.593 billion on June 5, a 14% decline from April and a 43% increase from May 2025. First five-month revenue reached NT$25.495...
Monday 8 June 2026
CWTC's May revenue hits record high as new plant targets late 2026 launch
Lead frame manufacturer Chang Wah Technology Co. (CWTC) says that as applications such as data centers, AI servers, and industrial control systems continue to grow rapidly, market...
Sunday 7 June 2026
Zhen Ding posts strongest May revenue as server optical module shipments surge
Zhen Ding Technology Group reported that May consolidated revenue reached a 2026 high as robust demand for high-end AI products drove significant year-over-year growth, the company...