News tagged Taiwan monthly tracker at DIGITIMES

NEWS TAGGED TAIWAN MONTHLY TRACKER

Tuesday 12 May 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...

Friday 8 May 2026

TSMC reports record April sales as AI chip demand puts Asia supply in focus

TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

Friday 17 April 2026

Taiwan's OSAT expansion could tighten global test capacity and raise costs

Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...

Thursday 16 April 2026

Memory suppliers post record 1Q26 revenue as AI demand defies seasonal slowdown

The global memory industry delivered its strongest first-quarter performance on record in 2026, defying the traditional seasonal slowdown as strong AI demand drove supply shortages...

Monday 13 April 2026

Energy shock from Middle East unrest fuels petrochemical rally in Taiwan

Rising geopolitical tensions between the US and Iran in late February 2026 drove a sharp rally in global crude oil and petrochemical feedstock...

Monday 13 April 2026

Taiwan's AI revenue boom masks deeply divided industry: 1Q26 data analysis

The headline numbers for Taiwan's listed tech companies in the first quarter of 2026 are strong, but a sector-by-sector breakdown of 238 companies reveals a story far more nuanced...

Monday 13 April 2026

AI server tracker: Taiwanese thermal solution providers entering structural AI growth phase as liquid cooling adoption accelerates

Taiwan's thermal management suppliers are emerging as one of the fastest-growing segments in the AI hardware ecosystem in 2026, even though their absolute revenue scale remains far...

Sunday 12 April 2026

How long can the AI server ODM boom last as growth begins to slow

Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...

Sunday 12 April 2026

Why some ASIC design service firms are missing out on the AI boom?

Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...

Saturday 11 April 2026

Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call

Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...

Saturday 11 April 2026

Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating

Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...

Friday 10 April 2026

TSMC smashes records with massive 45% revenue surge in March

Tech giant TSMC has released a blockbuster revenue report for March 2026, signaling an extraordinary acceleration in the semiconductor sector.

Thursday 2 April 2026

Top 10 Chart: Advanced packaging, not volume, drives OSAT shift as markets signal 2026 inflection

Taiwan's outsourced semiconductor assembly and test (OSAT) sector is entering 2026 with relatively modest revenue growth, but market behavior...

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