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NEWS TAGGED 2026
Thursday 13 August 2026
Apogee turns profitable in 2Q26 on AI data center demand

Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86...

Thursday 13 August 2026
AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22??23

The AI industry is entering a new phase centered on inference efficiency and agentic deployment. As AI search, enterprise copilots, autonomous driving, embodied intelligence,...

Wednesday 12 August 2026
Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout
Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...
Wednesday 12 August 2026
Electronic paper sheds niche label as ESL demand surges

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its...

Wednesday 12 August 2026
OCP APAC 2026: Google says 48V hits wall as AI racks head toward megawatt scale
Google used its keynote at the OCP APAC Summit in Taipei on August 11 to argue that the 48V power architecture widely used in data centers is running out of headroom as AI racks move...
Wednesday 12 August 2026
OCP APAC 2026: AMD sees AI agents pushing CPU-GPU ratio toward 1:1
AMD expects the shift from chatbots to agentic AI to sharply increase CPU demand alongside GPU acceleration, potentially moving the traditional CPU-to-GPU ratio from roughly 1:4 toward...
Wednesday 12 August 2026
Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high
Taiwan's Sercomm Corporation is repositioning itself for the next phase of network infrastructure demand by expanding beyond traditional broadband equipment into 5G, fixed wireless...
Wednesday 12 August 2026
OCP APAC 2026: Cloud AI's growth hits a new bottleneck— networking, not compute

At the 2026 OCP APAC Summit, debate over networking architectures in cloud AI data centers sharpened as industry players said the main...

Wednesday 12 August 2026
FocalTech expects demand to improve in the second half of 2026
Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new...
Wednesday 12 August 2026
SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives to China-made components,...

Wednesday 12 August 2026
Intel's Israel fab stirs back to life, but case for 14A remains unconfirmed
Intel appears to be restarting work on Fab 38, its long-idle facility in Kiryat Gat, Israel, though how far the project will go — and whether it will ultimately run the company's...
Wednesday 12 August 2026
OCP APAC 2026: Microsoft leans on Taiwan supply chain for 'silicon-to-systems' AI buildout

Microsoft sources roughly 70% of the hardware content in its cloud infrastructure from Taiwan and the wider Asia-Pacific region, executives...

Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
Wednesday 12 August 2026
Supermicro defends margin outlook and order quality amid analyst scrutiny
Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...