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Thursday 9 July 2026
Largan investor conference to spotlight optical communications push and smartphone demand
Taiwan lens maker Largan is drawing global attention as it prepares to update investors on handset shipments, new product mix, and its push into optical communications. The meeting may signal whether steady smartphone demand and emerging data center opportunities can support earnings and margins through the rest of the year.
Thursday 9 July 2026
Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry
Taiwanese companies are speeding up overseas expansion as China's economy slows and global supply chains shift toward resilience, and government-backed financing is being taken up quickly. The Ministry of Finance said the NT$30 billion (US$935 million) financing program for overseas investment in its 12th round is close to its limit, while the newly opened 13th-round NT$60 billion quota has already been fully registered.
Thursday 9 July 2026
Foxconn expands RBA audits as AI server demand drives global factory growth
Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of 2025, the company had completed 85 Responsible Business Alliance Validated Assessment Program audits at 65 sites worldwide, according to a recent audit summary.
Thursday 9 July 2026
Taiwan says 2025 power supply stayed ample as demand eased
Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron chairman Tzu-Hsien Tung urged Taiwan to build 10 nuclear power units within 10 years. The ministry said reserve capacity stayed above 6% throughout the year and that days with reserves above 10%, known as green-light days, totaled 342.
Thursday 9 July 2026
Taiwan says China's slow growth could become the new normal
Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural problems remain unresolved. The council said China's low-speed growth could become the new normal as weak household spending, property market stress and financial risks continue to weigh on the economy.
Thursday 9 July 2026
Wistron backs Taiwan open source AI model and boosts compute for startups
Wistron said it would support Taiwan's first open source language model over a three-year budget and provide more AI compute capacity in 2026 for startups and academic users. The effort is tied to a push to build a Traditional Chinese large language model through a planned Taiwan Open Source Foundation.
Thursday 9 July 2026
Chenbro posts record June revenue as server and AI demand accelerate
Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide. The results suggest continued momentum for data centers, with implications for suppliers, operators, and investors across global technology markets.
Thursday 9 July 2026
Team Group posts record first-half revenue on industrial and AI demand
Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company also said that its first-half revenue for the year reached NT$16.6 billion, a record for the period, as demand from the industrial and system integration (SI) sectors stayed firm.
Thursday 9 July 2026
Compal's Rayonnant expands liquid cooling lineup for AI servers
Compal Electronics subsidiary Rayonnant Technology has launched a full line of coolant distribution unit (CDU) products for AI servers, covering liquid-to-air sidecar, in-rack, and in-row liquid-to-liquid solutions. The rollout gives the Taiwan-based electronics group a deeper in-house role in liquid cooling as rack power densities increase across AI factories, large-scale training clusters, and high-performance computing (HPC) environments.
Wednesday 8 July 2026
Taiwan and South Korea to deepen startup investment ties

Taiwan and South Korea's venture capital groups have signed a pact to expand cross-border funding and exit opportunities, a move that could widen capital access for startups and reshape innovation links across Asia. The deal may also offer global investors new routes into two technology-heavy markets.

Wednesday 8 July 2026
LG Electronics posts higher 2Q26 revenue and operating profit

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth even as earnings eased slightly from the previous quarter.

Wednesday 8 July 2026
ZillTek posts steady revenue growth on PC, auto and hearing aid demand
ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems, and hearing aids. June revenue reached NT$179 million (US$5.6 million), up 9.93% from a year earlier.
Wednesday 8 July 2026
Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained strong, helping lift June 2026 consolidated revenue to NT$750 million (US$23.47 million), up 30.66% from a year earlier. The automotive powertrain and safety component maker also reported higher revenue for the second quarter of 2026 and the first half of the year.

Wednesday 8 July 2026
Foxsemicon June, 1H26 revenue hits record on AI orders
Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$2.451 billion (US$76.3 million) in June 2026, up 24.22% from May and 39.75% year-over-year. First-half 2026 consolidated revenue reached NT$11.855 billion, up 17.7% year-over-year and also a record for the period, underscoring steady growth momentum.
Wednesday 8 July 2026
Silicon Labs says Matter 1.6 will accelerate smart home growth

Silicon Labs principal product manager Rob Alexander said Matter 1.6, which the Connectivity Standards Alliance (CSA) is set to introduce in June 2026, will be a key upgrade for fully connected edge AIoT devices.

Wednesday 8 July 2026
Ennostar and Everlight turn up growth in 2Q26
LED makers Ennostar and Everlight both posted year-over-year, month-over-month, and quarter-over-quarter revenue growth in June and in the second quarter of 2026, as the industry entered its traditional shipment peak season. Ennostar's quarterly revenue reached about NT$6.324 billion (approx. US$197.1 million), up more than 20% quarter-over-quarter, with profits also set to benefit from a NT$1.173 billion gain on the earlier sale of its Miaoli Zhunan plant.
Tuesday 7 July 2026
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos chairman Raymond Shen said that once chip manufacturing advances to 2nm and beyond, improvements in AI computing power are no longer just a chip-design issue, but are increasingly constrained by materials' heat dissipation and high-frequency signal transmission capabilities.
Tuesday 7 July 2026
US grid strain from AI power demand extends order boom for Taiwan equipment makers

A US emergency order to stabilize electricity supplies during an extreme heat wave has underscored a deepening structural imbalance in the country's power system. As aging grid infrastructure struggles to keep pace with rapidly rising AI-driven electricity demand, Taiwan's power equipment manufacturers are seeing stronger order momentum and extending backlog visibility in North America.

Tuesday 7 July 2026
Adlink posts record 2Q revenue on rising edge AI demand
Adlink Technology reported record consolidated revenue for June and the second quarter of 2026, driven by stronger demand for edge AI applications and broader market expansion. The industrial computer maker said the gains lifted first-half performance sharply and reflected continued momentum in edge AI and physical AI deployments.
Tuesday 7 July 2026
LGES targets humanoid robot battery boom as Tesla Optimus supply looms

LG Energy Solution (LGES) is emerging as a key battery supplier for humanoid robots, as demand for high-performance batteries shifts from electric vehicles to physical AI systems with tighter space, weight and runtime requirements.

Tuesday 7 July 2026
TeraWulf signs 20-year Anthropic AI infrastructure lease worth US$19B

TeraWulf has signed a 20-year lease agreement with AI startup Anthropic to develop a large-scale AI infrastructure campus in Kentucky. The deal is expected to generate approximately US$19 billion in contracted revenue and accelerate the company's transformation from bitcoin mining to AI-focused digital infrastructure.

Tuesday 7 July 2026
Taiwam showcases quantum computing breakthrough at biennial academician gathering, govt urges interdisciplinary collab

Academia Sinica, Taiwan's premier national academic research institution, convened its 36th Convocation of Academicians from July 6 to 9 at the Academia Sinica Humanities and Social Sciences Building in Nangang, Taipei, drawing more than 200 academicians from Taiwan and overseas. Held once every two years, the convocation combines institutional reports, keynote speeches, and a panel discussion, and serves as a cornerstone event on Taiwan's academic calendar. Under Taiwan's system of laws, Academia Sinica's budget is approved by the Office of the President and does not fall under the jurisdiction of the Executive Yuan.

Tuesday 7 July 2026
Officials warn of transshipment risks as strategic tech reaches Russia
Ukraine has found that about 90% of the cruise missiles and drones Russia used in attacks contained Japanese-made electronic components, most of them civilian parts routed through third countries. The disclosures have renewed scrutiny of illegal transshipment, as strategic high-tech goods and dual-use items continue to reach Russia's military supply chain despite tighter sanctions.
Tuesday 7 July 2026
Sysgration says drone and IPC sales will drive 2H26 growth

Sysgration said June 2026 revenue remained relatively high even after a slight decline from May, supported by shipments of industrial PCs and drone flight-control products. The company said expanding drone applications, along with ramp-ups in new products including ground control stations and battery backup units, should help sustain operating momentum in the second half of 2026.

Tuesday 7 July 2026
Lenovo confirms YMTC SSDs in notebooks sold outside China
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory maker's SSDs in an overseas Lenovo model. The move comes as global PC makers face tighter NAND flash supply and higher prices.