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NEWS TAGGED 2026
Friday 14 August 2026
Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
Friday 14 August 2026
Kioxia eyes customer trials for PCIe Gen6 optical SSD

Kioxia is developing a PCIe Gen6 optical SSD and hopes to work with customers on its next prototype, as the Japanese memory maker tackles...

Friday 14 August 2026
Intel tests system memory to ease AI KV-cache pressure
Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput...
Friday 14 August 2026
PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026
Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins
Asia Tech Image (ATII), the sensor module unit of Asia Optical Group, held its online earnings call for the second quarter of 2026 on August 11, with president Iris Wu personally detailing...
Friday 14 August 2026
Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand
Gem Terminal Industry said its net profit in the second quarter of 2026 reached a 16-quarter high as niche products and improved production efficiency in Taiwan and Vietnam lifted...
Friday 14 August 2026
ATEN lifts second-quarter profit on higher sales, pricing, utilization
ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...
Friday 14 August 2026
Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook
Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...
Friday 14 August 2026
ABF substrate boom lifts Eternal Precision prices 20%

Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

Thursday 13 August 2026
Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

Thursday 13 August 2026
Oracle's transformation from enterprise software to AI powerhouse

Oracle and quantum computing leader Quantinuum have entered a multi-year strategic partnership to bring Quantinuum's next-generation...

Thursday 13 August 2026
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

Thursday 13 August 2026
Taiwan's carbon fee era begins, science parks roll out measures

Taiwan began charging companies for carbon emissions in 2026 as part of its push toward net-zero by 2050, with the initial filing deadline...

Thursday 13 August 2026
Taiwan's packaging and integration ecosystem positions it as the backbone of CPO scaling, Ayar Labs says

The technical feasibility of co-packaged optics (CPO) has been demonstrated repeatedly at major industry conferences in recent years...

Thursday 13 August 2026
Taiwan notebook industry, 2Q 2026

Introduction