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    US ban on Chinese optical modules could disrupt AI supply chain
    4h 35min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    4h 35min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    4h 35min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    4h 35min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    4h 35min ago
    China auto exports shift from price wars to value wars
    4h 36min ago
    NEWS TAGGED PROFIT
    Thursday 6 August 2026
    CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

    CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion...

    Thursday 6 August 2026
    Primax Electronics posts higher 2Q revenue as margins come under pressure

    Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
    Thursday 6 August 2026
    Syncmold boosts LEO satellite parts push as 2026 revenue slips
    Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue...
    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    National Aerospace Fasteners posts record first-half revenue on strong engine demand
    National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
    Thursday 6 August 2026
    China automakers struggle as margins plunge and battery supply chains skew
    China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Thursday 6 August 2026
    Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
    Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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