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Lite-On, Delta benefit from surge in AI server power demand

Middle East war triggers helium crunch, sends China gas prices up 10-fold

Taiwan to set up US industrial parks as bilateral ties deepen

Foxconn research arm, Quobly launch open-source QPE toolbox for fault-tolerant quantum computing

Tesla Semi nears mass production with US-made 4680 battery and 1.2 MW charging

Electric Vehicles

Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion

Samsung reportedly speeds up 3D NAND, packaging and substrate plans

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Doosan Electronic BG to build new CCL plant in Thailand

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AI server ODMs face margin pressure as memory costs rise

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AI inference demand tightens CPU supply, giving China’s homegrown chipmakers a chance

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Samsung foundry sees rebound prospects on 4nm projects and HBM4

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Home Tech Semiconductors

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Charlene Chen

, DIGITIMES Asia, Taipei

May 13, 2026, 07:55 0

Credit: DIGITIMES

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong momentum for GUC while rivals Faraday and Alchip face a slower start...

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