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Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while...

Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

Tuesday 16 June 2026
Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...

Tuesday 16 June 2026
Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands
Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return...
Tuesday 16 June 2026
Nvidia reportedly tightens grip on AI inference market despite growing competition

Nvidia's dominance in AI is extending beyond model training and deeper into inference—the fast-growing segment of the AI market responsible...

Tuesday 16 June 2026
SpaceX's US$2 trillion debut raises questions over AI profits and China supply-chain exposure
SpaceX's market debut pushes its valuation above US$2 trillion, signaling a mega-cap player in AI, space, and satellite services. Analysts warn the company faces structural questions:...
Monday 15 June 2026
NPAQ pivots to AI infrastructure and satellite NTN amid memory market slump

INPAQ Technology, a unit of PSA Walsin Technology, reported that revenue and profit in the first quarter of 2026 fell year on year,...

Monday 15 June 2026
South Korea's chip equipment players ride the HBM4 wave

South Korea's semiconductor equipment supply chain saw a material pickup in orders in the first half of 2026 as Samsung Electronics...

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
Wus Printed Circuit sees turnaround on high-end PCB demand

Wus Printed Circuit is pressing ahead with an AI-driven transformation, with its chairman and president outlining plans to move toward...

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
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...
Monday 15 June 2026
Taiwan's UBright broadens beyond optical films with push into semiconductors, passives and smart acoustics

Taiwan-based UBright Optronics is accelerating its transformation from an LCD optical film specialist into a diversified technology...