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Monday 18 May 2026
AI storage boom gives Kioxia a rare opening against Samsung, SK Hynix
Kioxia Holdings is moving to capture a larger share of AI-related storage demand, as the shift from AI training to inference raises interest in high-speed, high-capacity NAND flash...
Monday 18 May 2026
Memory crunch is CXMT's best shot at a major China IPO
China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
Monday 18 May 2026
Getac gains from drone and defense demand as rugged PC supply chain struggles
Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
Monday 18 May 2026
Lotes holds prices to gain share as server and AI connectors drive record revenue
Connector maker Lotes said it held product prices to win market share and reported record first-quarter 2026 revenue as strong server demand lifted results. The company disclosed that...
Monday 18 May 2026
Edge-cloud shift opens new growth runway for Taiwan's chip suppliers
As generative AI proliferates across end devices, a distributed edge-cloud architecture is taking shape — shifting inference workloads from the cloud to local hardware to reduce...
Monday 18 May 2026
Nan Ya PCB to ramp up capacity as AI chips drive demand for advanced substrates

Nan Ya PCB, one of Taiwan's leading IC substrate...

Monday 18 May 2026
Memory shortage gives Team Group room to favor long-term customers

Team Group Chairman Dann-Ning Hsia said memory prices are likely to remain elevated as AI-related demand continues to strain supply,...

Monday 18 May 2026
Ilitek eyes 2Q26 ramp for OLED TDDI and auto products
Ilitek, a Taiwan-based DDI maker, said its first-quarter 2026 results were hit by seasonal softness and rising memory prices, which prompted Chinese smartphone brands to become more...
Sunday 17 May 2026
AI drives Cisco orders, lifts Taiwan networking suppliers
Cisco's latest earnings report has injected fresh momentum into the networking industry, with CEO Chuck Robbins highlighting strong order momentum in AI infrastructure, which helped...
Sunday 17 May 2026
Adlink bets on physical AI with robotics, healthcare, and semiconductors
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...
Sunday 17 May 2026
Galatek targets advanced packaging market, eyes Taiwan foundries
Singapore-based AI automation startup Galatek said it is tackling yield bottlenecks in micron-level packaging with AI-embedded equipment as demand for AI and high-performance computing...
Saturday 16 May 2026
AI server tracker: Rising server demand leads to high revenue growth for rail kit makers
Growing demand for AI is driving appetite for server components across cable connectors, cases, and rail kits. This wave has led most major Taiwanese players in the industry to record...
Saturday 16 May 2026
Taiwan semiconductor materials, April 2026— One sector, two races
Among the 19 Taiwan-listed semiconductor materials companies tracked by Digitimes, 10 (53%) grew month-on-month in April, 12 (63%) posted positive year-on-year growth, and...
Friday 15 May 2026
Fiber shortage deepens as orders for Chinese vendors extend to 2027
The global optical fiber market is shifting from a traditional telecom cycle into a new phase of structural shortage, driven by rapid AI infrastructure expansion and dense cloud data...