CONNECT WITH US
NEWS TAGGED TAIWAN MONTHLY TRACKER
Monday 16 February 2026
AI server tracker: Power, substrate, and thermal split on momentum
Revenue data for January 2026 highlights uneven momentum across Taiwan's AI server supply chain, spanning power, substrate, and thermal management suppliers, and reflects shifting...
Saturday 17 January 2026
Top 10 Chart: Taiwan's IC design sector ends 2025 with an AI-led split
Taiwan's IC design segment posted a visibly divergent finish in December 2025, with AI/HPC, data center, and enterprise storage-related suppliers closing the year strongly, while consumer...
Friday 16 January 2026
Top 10 chart: Regenerated wafers and AI-linked packaging lift Taiwan chip materials sector
Taiwan's semiconductor materials sector delivered a mixed performance in December 2025, highlighting a widening gap between advanced and mature segments of the supply chain. Upstream...
Tuesday 13 January 2026
Top 10 chart: Taiwan's EMS/ODM sector ends 2025 with AI servers driving record months and reshaping the rankings
Taiwan's electronics manufacturing services (EMS) and original design manufacturing (ODM) sector closed December 2025 with a sharply bifurcated performance: AI server and cloud data-center...
Tuesday 13 January 2026
Top 10 chart: Taiwan OSAT sector posts broad 2025 revenue gains as AI testing offsets weak consumer recovery
Taiwan's outsourced semiconductor assembly and test (OSAT) industry closed December 2025 with a pattern that investors have increasingly come to expect: revenue growth was widespread...
Monday 12 January 2026
Top 10 Chart: Taiwan semiconductor manufacturing split in 2025
Taiwan's semiconductor manufacturing side turned in a distinctly split performance in December 2025. The month can be summed up as: AI keeping advanced logic and advanced packaging...