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NEWS TAGGED 2026
Monday 13 April 2026
SAS Group's green and AI pivot gains traction
SAS Group's strategic shift into renewable energy, AI-related semiconductor materials, and automotive components signals growing resilience for global energy and tech supply chains,...
Monday 13 April 2026
Nan Pao posts record March and 1Q26 revenue driven by semiconductors and new products
Nan Pao Resins Chemical Group reported a historic revenue high for March, reaching NT$2.4 billion (approx. US$75.3 million), up 17.4% year-over-year, fueled by raw material price fluctuations...
Monday 13 April 2026
Delta Electronics hits record revenue on AI server, liquid cooling surge
Delta Electronics' record March revenue signals a global shift as cloud providers ramp up AI infrastructure spending, boosting demand for AI server power supplies and liquid cooling...
Sunday 12 April 2026
Ennostar shifts to profit focus, ramps Micro LED and optical communications

Ennostar Inc. chairman Paul Peng said the company has emerged from a multi-year restructuring phase and is now entering a period of acceleration,...

Sunday 12 April 2026
TSMC's Kumamoto impact drives Autopass one-stop mobile payment launch in Japan
As TSMC's entry into Kumamoto accelerates local industry, population, and tourism growth, Taiwanese smart mobility integrator Autopass announced on April 9, 2026, its plan to export...
Sunday 12 April 2026
Pan-International bets on AI servers as automotive demand growth slows in 2Q26
Pan-International, a Foxconn subsidiary specializing in connectors, reported a year-over-year revenue decline in the first quarter of 2026 due to cautious customer sentiment and stagnant...
Sunday 12 April 2026
How long can the AI server ODM boom last as growth begins to slow
Taiwan's AI server ODM and EMS sector continues to deliver exceptional revenue growth in the first quarter of 2026, driven by sustained hyperscaler investment in artificial intelligence...
Sunday 12 April 2026
Why some ASIC design service firms are missing out on the AI boom?
Taiwan's ASIC design service providers delivered sharply divergent results in the first quarter of 2026, underscoring how exposure to artificial intelligence (AI) demand does not translate...
Saturday 11 April 2026
Europe becomes the next testing ground for driverless taxis

The competition in robotaxis is expanding beyond the US and China into Europe, where 2026 is widely seen as the first year of commercial...

Saturday 11 April 2026
Sharp launches edge AI companion device with private cloud memory in Taiwan
Sharp's Poketomo launch in Taiwan illustrates how edge computing, combined with private cloud storage, is reshaping consumer AI devices, promising lower latency, enhanced privacy,...
Saturday 11 April 2026
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
Saturday 11 April 2026
Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
Saturday 11 April 2026
OpenAI pauses Stargate UK, energy costs and regulation stall AI data centre plans
OpenAI has put its Stargate UK project on hold, citing high energy costs and regulatory uncertainty, in a setback for the UK's ambitions to position itself as a global artificial intelligence...
Saturday 11 April 2026
Analysis: Taiwan's March supply chain data makes the AI acceleration case better than any earnings call
Taiwan's listed AI hardware companies collectively generated $69.7 billion in March 2026 revenue across 13 supply-chain segments — up 63% year-over-year — offering the...
Saturday 11 April 2026
Analysis: Taiwan's AI supply chain posts strong March revenues, signaling the buildout is still accelerating
Taiwan's listed companies powering the global AI server supply chain delivered exceptional March 2026 revenues across virtually every segment, with TSMC posting its strongest single-month...