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Thursday 14 May 2026
Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...
Thursday 14 May 2026
Asus's record revenue signals greater exposure to AI server demand and higher component costs
Asus Computer Inc. reported first-quarter 2026 brand revenue of NT$194.051 billion (US$6.19 billion), a record high and a 44% increase year on year, driven by surging AI server demand...
Thursday 14 May 2026
Etron's robotics bets gain ground as memory cycle turns
Etron Technology is seeing momentum extend beyond its core memory business, as subsidiaries built over the past several years begin to bear fruit in robotics, edge computing, and privacy-focused...
Thursday 14 May 2026
Wieson eyes 2Q26 recovery as new businesses gain traction
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
Thursday 14 May 2026
SoftBank looks beyond mobile with data center, battery push
SoftBank is committing JPY1 trillion (US$6.34 billion) through fiscal 2030 to make artificial intelligence, data centers, and energy infrastructure its next growth engines, according...
Thursday 14 May 2026
Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials
Nan Pao Resins Chemical reported net profit attributable to the parent company of NT$790 million (approx. US$25.08 million) for the first quarter of 2026, up 8.4% year over year, with...
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
Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

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
Commentary: AI server ODMs face margin squeeze as memory costs soar
As AI server orders surge, system assembly makers are finding that more business does not always mean better profits. High-priced GPUs and soaring memory costs are pushing up revenue...
Wednesday 13 May 2026
Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
Wednesday 13 May 2026
Samsung Foundry comeback takes shape—AI chips, HBM4 lift 4nm demand
Samsung Electronics' foundry business is showing signs of recovery after a prolonged downturn, as AI chip projects and HBM4-related demand begin to raise utilization at its advanced-process...
Wednesday 13 May 2026
GLT shifts to auto and medical markets as display revenue drops to 1%
Global Lighting Technologies (GLT) has moved away from its traditional display business and is now focusing on optical microstructures for automotive, wearables, and biomedical applications,...
Wednesday 13 May 2026
TSMC adds four executives in latest reshuffle as US investment and succession push accelerate
TSMC's board of directors approved a US$31.3 billion capital budget on May 12 for advanced-process capacity buildout, factory construction, and fab infrastructure — and separately...
Tuesday 12 May 2026
OpenAI launches US$4 billion deployment venture to accelerate enterprise AI adoption

OpenAI is expanding beyond AI model development and into enterprise implementation with the launch of the OpenAI Deployment Company, a new...