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    China humanoid robot chips shift focus from raw compute to coordination efficiency
    5h 41min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    5h 41min ago
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    5h 42min ago
    Samsung’s HBM comeback is only the beginning, exec warns
    5h 42min ago
    Commentary: AMD’s Taalas acquisition signals a shift toward ASIC-based AI inference
    5h 43min ago
    NEWS TAGGED 2026
    Monday 17 August 2026
    Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race

    Anthropic and OpenAI are turning their AI rivalry into a revenue race, with both companies posting sharp growth, gaining enterprise...

    Monday 17 August 2026
    WaveSplitter returns to profit as AI optics demand lifts 1H revenue

    WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

    Monday 17 August 2026
    Hermes Testing's 1H26 profit more than triples on rising AI testing demand
    Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...
    Monday 17 August 2026
    Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

    Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
    Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
    Monday 17 August 2026
    Twoway Communications speeds defense push with C-UAS, unmanned vehicles

    Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For...

    Monday 17 August 2026
    DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
    Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
    Monday 17 August 2026
    FSC plans MLPC trial production by end-2026 in passive component push
    FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...
    Monday 17 August 2026
    Toppan eyes FC-BGA substrate price hikes as new line fills up
    Japan's Toppan is negotiating price increases for FC-BGA substrates with customers as its new FC-BGA substrate plant ramps up, lifting the operating margin of its electronics business...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Solomon posts record 2Q26 profit as AI vision, robotics orders surge
    AI vision specialist Solomon Technology Corporation reported strong financial results for the second quarter of 2026, with quarterly profit reaching a record high. Solomon chairman...
    Monday 17 August 2026
    Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
    Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
    Monday 17 August 2026
    Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
    Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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