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    Commentary: WF6 supply tightens as CXMT moves into overseas markets
    4h 19min ago
    TSMC builds PLP supply chain to challenge Samsung in advanced packaging
    4h 19min ago
    Apple Siri AI rollout may lift DRAM demand for Samsung and SK Hynix
    4h 19min ago
    Google seeks faster InP substrate expansion as supply chain security outweighs price
    4h 19min ago
    WF6 prices surge as Japanese plants shut and AI demand tightens supply
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    SpaceX’s $2 trillion valuation faces questions over AI profits and China supply chain
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    NEWS TAGGED SHIPMENTS
    Monday 15 June 2026
    Exclusive: Wiwynn triples capital, president says it signals confidence
    Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026...
    Monday 15 June 2026
    Visionox pushes ViP OLED commercialization as China's flexible OLED utilization slumps

    Chinese OLED panel maker Visionox is accelerating the commercialization of its proprietary Visionox intelligent Pixelization (ViP) technology...

    Monday 15 June 2026
    General-purpose server demand exceeds expectations; component shortages expected to normalize in 3Q26

    While artificial intelligence (AI) server orders remain robust, tight component supplies have raised concerns about shipments across...

    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...
    Friday 12 June 2026
    Coretronic sees June shipments rebound after May revenue rises

    Coretronic reported consolidated revenue of about NT$3.243 billion for May 2026, up 2% from April and 6% from a year earlier, supported...

    Friday 12 June 2026
    Lite-On posts May 2026 revenue jump as AI server power demand boosts sales
    Lite-On Technology reported consolidated revenue of NT$17.4 billion (US$550 million) in May 2026, up 4% month-over-month and 30% year-over-year, driven by strong demand for AI and...
    Friday 12 June 2026
    T3EX Global Holdings posts May revenue gain as China shipments and high-tech logistics recover
    T3EX Global Holdings reported consolidated revenue of NT$2.099 billion (approx. US$66.4 million) in May 2026, up 11.13% month-over-month and 10.70% year-over-year, driven by a rebound...
    Thursday 11 June 2026
    Global smartphone industry, 1Q 2026

    Introduction

    Thursday 11 June 2026
    Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
    A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
    Thursday 11 June 2026
    Niching Industrial sees heat spreader revenue hit record on AI server demand
    AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
    Thursday 11 June 2026
    Pegatron May revenue hits 2026 high as server business gains momentum
    Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
    Wednesday 10 June 2026
    Taiwan exports hit record high as AI servers and chip price hikes fuel trade surge
    Taiwan's exports hit new highs in May 2026 and in the first five months of the year, powered by AI supply-chain demand and rising electronics prices, the Ministry of Finance said on...
    Wednesday 10 June 2026
    World Cup demand and advertising economics keep TV prices stable despite rising memory costs
    Global TV shipments rose 6% year-over-year to 50.3 million units in the first quarter of 2026, driven by retailer inventory build-ups ahead of the FIFA World Cup and resilient consumer...
    Wednesday 10 June 2026
    AI equipment, telecom upgrades lift network equipment vendors in May
    Taiwan-based network equipment makers have seen revenue trend higher in May 2026, buoyed by rising AI infrastructure spending, low Earth orbit (LEO) satellite orders, and a telecom...
    Wednesday 10 June 2026
    EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
    EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
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    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook