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Thursday 16 April 2026
Yageo posts 40% YoY profit rise in 1Q26, driven by AI demand, price hikes
Passive component manufacturer Yageo held its first-quarter 2026 online earnings call on April 15, reporting strong financial results. Company CEO David Wang said that robust demand...
Thursday 16 April 2026
Mobile manufacturers adapt to soaring key component prices with strategic measures
Memory and component cost surges may curb global phone sales growth in 2026, prompting firms worldwide to adjust prices, marketing, and retail approaches to protect margins. Brands...
Thursday 16 April 2026
US–Iran tensions add another reason to rethink plastic-heavy, disposable supply chains
The ongoing US–Iran conflict is raising global costs for raw materials and energy, leading to higher prices and shortages across sectors such as plastic packaging and consumer...
Thursday 16 April 2026
A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...
Thursday 16 April 2026
ASML raises 2026 revenue guidance as AI-driven chip demand overwhelms supply — and its customers know it
The lithography giant's first quarter earnings call reveals more than a beat-and-raise quarter: it exposes a structural shift in how chipmakers relate to their sole EUV supplier
Thursday 16 April 2026
Orange Electronic expands in Europe as auto aftermarket demand holds up
Orange Electronic, a Taiwanese maker of tire pressure monitoring systems, is expanding its presence in Europe's automotive aftermarket, defying a broader slowdown in global vehicle...
Wednesday 15 April 2026
ASML posts solid 1Q26 as AI-driven demand lifts outlook
ASML reported first-quarter 2026 results in line with expectations, signaling continued momentum from surging artificial intelligence (AI) demand and strengthening semiconductor industry...
Wednesday 15 April 2026
PX Mart's bigger ESL bet could accelerate Taiwan's retail digitization and ease staffing pressures
PX Mart, Taiwan's retail leader, is accelerating its electronic shelf label (ESL) deployment, raising its investment from NT$3-4 billion (US$95-127 million) and shortening the rollout...
Wednesday 15 April 2026
Global semiconductor equipment sales hit record US$135B in 2025 as AI-driven investment surges

Global semiconductor manufacturing equipment sales reached a record US$135.1 billion in 2025, rising 15% from US$117.1 billion in 2024,...

Tuesday 14 April 2026
Winmate shifts to AI platform with defense and edge computing as dual engines
Winmate's focus on edge AI and defense markets could reshape its global footprint, promising higher-margin sales and expanded production in Europe, the US, Japan, and Thailand. Customers...
Tuesday 14 April 2026
China's auto market stumbles as EV momentum slows

China's auto market entered the year with a sharp jolt. In the first quarter, the long-dominant new energy vehicle (NEV) segment saw its...

Tuesday 14 April 2026
Samsung boosts Galaxy S26 production by 600,000 units in April
Samsung Electronics has raised its production plans for the Galaxy S26 series in April 2026 from 2.4 million to 3 million units, driven mainly by strong demand for its top-tier Galaxy...
Monday 13 April 2026
Global chip equipment sales reach record US$135 billion as AI drives investment surge

Worldwide semiconductor manufacturing equipment sales rose 15% to a record US$135.1 billion in 2025 from US$117.1 billion a year earlier,...

Monday 13 April 2026
Taiwan DDI makers see 1Q26 revenue decline; small to mid-size demand remains weak
Taiwanese display driver IC (DDI) manufacturers have reported broadly declining revenues for the first quarter of 2026, reflecting ongoing challenges in the small- and mid-size segments...
Monday 13 April 2026
Global chip sales expect to top US$1 trillion in 2026 on AI demand

Taiwan's semiconductor supply chain posted stronger-than-expected results in the first quarter of 2026, as artificial intelligence (AI)...