News tagged Taiwan monthly tracker at DIGITIMES

NEWS TAGGED TAIWAN MONTHLY TRACKER

Thursday 16 July 2026

AI hardware boom lifts Taiwan's rail and CCL suppliers; optical module tells messier story

Taiwan's technology supply chain delivered another month of strong year-over-year revenue growth in June 2026, led by suppliers tied directly to AI server infrastructure, even as the...

Thursday 16 July 2026

Taiwan AI server tracker: Rail kits and chassis post fastest revenue growth in June

Taiwan suppliers linked to the AI server market posted broad revenue growth in June, with rail-kit and server-chassis makers recording the fastest year-over-year gains as demand for...

Wednesday 15 July 2026

AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026

Taiwan's memory sector in June delivers standout performance by a wide margin

Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year —...

Wednesday 15 July 2026

Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight

Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace,...

Tuesday 14 July 2026

Taiwan AI suppliers ride global demand as substrate, and CCL markets tighten

Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing...

Tuesday 14 July 2026

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

All 13 tracked sub-sectors of Taiwan's semiconductor supply chain recorded positive year-over-year revenue growth in June 2026, according to monthly revenue filings, pointing to an...

Monday 13 July 2026

TSMC June 2026 revenue surges 68% as AI demand continues to fuel growth

TSMC reported another month of strong revenue growth, underscoring continued demand for advanced chips used in AI applications. According to the company's June revenue report, consolidated...

Monday 15 June 2026

Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26

Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Friday 12 June 2026

Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth

Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Wednesday 10 June 2026

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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