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    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    May 11, 19:16
    NEWS TAGGED 2026
    Tuesday 12 May 2026
    Commentary: Musk's xAI exit shows Anthropic's AI strength
    On May 6, Elon Musk was in several places at once: confronting OpenAI in court, announcing on X that xAI would no longer operate as an independent company, and handing over a large...
    Tuesday 12 May 2026
    Compeq emerges as key supplier in AI and low-orbit satellite boom
    Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
    Tuesday 12 May 2026
    Himax targets 2026 rebound on auto DDI and AI glasses momentum
    Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
    Tuesday 12 May 2026
    Japan's diamond chip startups move toward production as factory and samples advance

    Japan's diamond semiconductor sector is moving closer to practical use, as university-backed startups advance factory construction,...

    Tuesday 12 May 2026
    Apple, AI server demand power Tripod to record 1Q26 as PCB orders spill over

    Taiwanese PCB maker Tripod Technology posted its strongest-ever first-quarter performance in 2026, driven by resilient server and memory...

    Tuesday 12 May 2026
    Chicony reports rebound in first quarter as higher-end keyboards and imaging lift margins
    Chicony Electronics reported a sharp profit rebound in the first quarter of 2026, excluding one-time consolidation costs tied to its Dongguan plant, executives said, with earnings...
    Tuesday 12 May 2026
    Powerlogic reports weaker first quarter as chip shortages hit gaming fan sales
    Powerlogic reported weaker first-quarter results after upstream shortages of chips, DRAM, and GPUs prioritized for AI applications squeezed supply to the broader gaming market, delaying...
    Tuesday 12 May 2026
    TienPin posts more than fivefold April revenue surge as AI liquid-cooling demand climbs
    TienPin United Enterprise reported consolidated revenue of NT$61.922 million (US$1.97 million) in April 2026, a 516.94% increase from April 2025. It said cumulative consolidated revenue...
    Monday 11 May 2026
    Taiwan ranks among top 20 markets as AI adoption surges, Microsoft says
    Microsoft's AI Economy Institute released a global update showing rapid growth in generative AI use since mid-2025 and identifying Asia as the primary engine of recent AI diffusion...
    Monday 11 May 2026
    Advantech April revenue hits record as edge AI surges
    Advantech posted a fresh monthly revenue record in April 2026 as rising demand for edge AI applications and synchronized growth across major global markets lifted the industrial PC...
    Monday 11 May 2026
    Delta Electronics rides AI power, liquid cooling boom to another strong month

    Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

    Monday 11 May 2026
    Nan Pao targets semiconductor specialty materials as revenue hits record for April
    Nan Pao Resins Chemical Group said April revenue rose 15.0% year on year to NT$2.285 billion (US$72.77 million), a record for the month, while cumulative revenue for January to April...
    Monday 11 May 2026
    Qisda sees recovery driven by AI and semiconductors, expects profit rebound through 2026
    Qisda said its operations began to recover in the first quarter of 2026 after profits bottomed out in 2025, with chairman Peter Chen saying visibility for the second and third quarters...
    Monday 11 May 2026
    Ennostar sees 2Q26 rebound on stronger component demand
    Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...
    Monday 11 May 2026
    Trans-Sun Materials rides AI server wave with profit surge
    Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook