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Friday 21 August 2026
Vecow eyes robotics growth as North America, EMEA account for 65% of business
Taiwan industrial computer supplier Vecow is stepping up its push into robotics and edge AI, with North America and Europe, the Middle East and Africa (EMEA) together accounting for...
Friday 21 August 2026
Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
Thursday 20 August 2026
China reportedly delays germanium, quartz clearances, impacting Taiwan optics and aerospace suppliers
China has reportedly delayed customs clearance for critical materials — including germanium, quartz-based materials and neodymium magnets — since 2025, lengthening delivery...
Thursday 20 August 2026
Analysis: Google keeps Sunfish at Broadcom, Zebrafish at MediaTek — Marvell's US$12.2bn warrant buys a category nobody was defending

One word in Marvell Technology's August 19 filing decides how the Google agreement should be read. The custom silicon programs, it says,...

Wednesday 19 August 2026
Taiwan seeks shift from drone supplier to strategic partner in entering US market
Industry figures and analysts from Taiwan and the United States gathered on August 19 at an international unmanned aerial vehicles (UAVs) forum to discuss how Taiwan can move beyond...
Monday 17 August 2026
Giant warns rising bicycle parts costs will pressure margins

Giant said rising raw material prices and price hikes for components from Japanese supplier Shimano, starting from August 2026, will...

Monday 17 August 2026
Nvidia closing in on US$100B credit guarantee deal for OpenAI's Ohio data center
Nvidia is approaching an agreement to provide credit guarantees of around US$100 billion for OpenAI's 10GW data center in Ohio, among the largest AI infrastructure projects ever, according...
Thursday 13 August 2026
Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

Thursday 13 August 2026
LG Chem reportedly wins cathode supply deal for Hyundai-LG Energy Solution's US battery venture
LG Chem has been selected as a cathode material supplier for HL-GA Battery Company, the US battery manufacturing joint venture between Hyundai Motor Group and LG Energy Solution, according...
Thursday 13 August 2026
AI inference surge lifts NAND market to record revenue: Counterpoint
The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
Thursday 13 August 2026
LX Semicon starts mass producing automotive MCU for Hyundai Motor, Kia
LX Semicon has begun mass production of an automotive microcontroller unit (MCU) and started supplying the chip to Hyundai Motor and Kia, marking the first time the two automakers...
Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...
Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward...
Wednesday 12 August 2026
OCP APAC 2026: Nvidia SVP Shainer on taking CPO to mass production —'can't release something just because it's cool'

Nvidia's Spectrum-6 co-packaged optics (CPO) switches are in production and shipping, Gilad Shainer, senior vice president of networking...

Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...