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NEWS TAGGED 2026
Thursday 14 May 2026
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...
Thursday 14 May 2026
HDRE to deploy containerized AI compute at Australian and Japanese storage sites
HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize...
Thursday 14 May 2026
Taiwan plans green power spot market to ease surplus renewable power by 2027
Taiwan intends to launch a green power spot market as early as late 2026 or early 2027 to allocate intermittent renewable generation better and reduce surplus electricity pressures...
Thursday 14 May 2026
Sharp delays Kameyama LCD shutdown as losses mount
Sharp is delaying the shutdown of its Kameyama No. 2 LCD plant to December from August, as customer demand has held up stronger than expected ahead of the planned production halt.
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Thursday 14 May 2026
Microloops posts record first-quarter profit as AI server cooling drives growth
Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
Wednesday 13 May 2026
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
Wednesday 13 May 2026
Ajinomoto raises ABF substrate film prices 30%
Ajinomoto has informed IC substrate makers that it will raise prices for its key ABF build-up film by 30%, with the new pricing expected to take effect in the third quarter of 2026...
Wednesday 13 May 2026
Dixon Technologies sees margin pressure as stagnation offsets full-year growth
Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
Wednesday 13 May 2026
Taiwan capacitor maker Chinsan locks in Thailand AI server capacity through 2026

Taiwan Chinsan Electronic Industrial said strong demand from cloud and server customers pushed related revenue contribution to 35% in the...

Wednesday 13 May 2026
Altasec deepens edge AI imaging push into Europe and US security markets
Altasec Technology, a smart security and control solutions provider founded in 2011, will list on Taiwan's Emerging Stock Board on May 14 as it moves to capture demand from AI applications...
Wednesday 13 May 2026
Y.S. Tech sees strong high-end cooling demand, but new plant costs weigh on profit
Y.S. Tech reported that demand for high-end networking IT cooling and automotive orders lifted consolidated revenue to NT$1.129 billion in the first quarter of 2026 and operating profit...