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    Exclusive: US storage market rushes to buy domestic made batteries as restrictions on China tightens
    1h 29min ago
    MediaTek pursues dual advanced packaging strategy amid Google ASIC push
    1h 29min ago
    Fiber supply tightens as AI demand partially diverts orders to China suppliers
    1h 29min ago
    China’s fiber optic industry evolved from catch-up to supply chain scale
    1h 29min ago
    Samsung and SK Hynix accelerate DRAM expansion, with equipment buying set to surge in 2H26
    1h 29min ago
    Analysis: How OpenAI is playing the Cerebras card to reshape its AI supply chain
    1h 30min ago
    NEWS TAGGED 2026
    Tuesday 12 May 2026
    VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 2026
    VSO Electronics said at its annual shareholders meeting on May 12 that it approved its 2025 financial statements and will pay a cash dividend of NT$2.5 per share. Executives reported...
    Tuesday 12 May 2026
    Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

    Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

    Tuesday 12 May 2026
    Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue
    Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...
    Tuesday 12 May 2026
    Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
    Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
    Tuesday 12 May 2026
    Innolux shares surge on reports of potential TSMC FOPLP partnership
    Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
    Tuesday 12 May 2026
    Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
    Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...
    Tuesday 12 May 2026
    Univacco posts record first-quarter revenue as North American demand strengthens
    Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...
    Tuesday 12 May 2026
    Pan Jit and subsidiary sponsor Make NTU 2026 hackathon to push robotic gripper innovations
    Pan Jit International and its subsidiary participated in Make NTU 2026, a 36-hour student hackathon hosted by the electrical engineering student association at National Taiwan University,...
    Tuesday 12 May 2026
    AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
    AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
    Tuesday 12 May 2026
    Taiwan EV charging rollout slows as grid and soil issues delay new sites
    Rising international oil prices driven by conflict in the Middle East could further support electric vehicle sales in 2026 and boost demand for charging stations, according to charging...
    Tuesday 12 May 2026
    WPG Holdings, WT Microelectronics see record April revenue on strong AI server demand
    Leading IC distributors WPG Holdings and WT Microelectronics posted double-digit growth in both monthly and cumulative revenue for January to April 2026, driven by demand for data...
    Tuesday 12 May 2026
    Nvidia's modular AI strategy fuels Delta Electronics supplier boom

    AI infrastructure demand is reshaping the electronics manufacturing sector, pushing component makers to move up the value chain into module...

    Tuesday 12 May 2026
    Nvidia's copper-to-fiber AI shift boosts China's optical plays
    Nvidia is deepening its partnership with US fiber-optics maker Corning, with plans to replace copper cable connections with optical fiber in next-generation rack-scale AI systems....
    Tuesday 12 May 2026
    Commentary: Trump-Xi summit may offer China a pause, not a truce

    Ahead of the expected Trump-Xi summit in Beijing, the US and China are first holding preparatory talks in South Korea, placing trade, technology,...

    Tuesday 12 May 2026
    Commentary: SEA semiconductor industry pivots towards AI as a strategic hub
    SEMICON SEA 2026 drew heavy crowds, underscoring Southeast Asia's emergence as an indispensable "strategic hub" in the global AI compute supply chain. The region's semiconductor players...
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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
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook