As the global AI industry and AI data centers (AIDCs) experience explosive growth, developing compute hubs presents severe power supply challenges alongside stringent international...
Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
Taiwan's copper-clad laminate (CCL), printed circuit board (PCB) and IC substrate suppliers are seeing uneven returns from AI infrastructure spending...
Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
Taiwan-based server management chip supplier Aspeed Technology reported consolidated revenue of NT$1.636 billion (approx. US$51.16 million) for September 2026, up 100.93% year-over-year...
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Taiwan's three leading telecom operators reported strong revenue and earnings growth in September 2026, driven by replacement demand following the launch of Apple's iPhone 18 Pro series...
Electricity demand from semiconductor manufacturing, memory production, advanced packaging, and server assembly is rising rapidly, fueling reports that Taiwan Power Company (Taipower)...
U-Best Innovative posted record revenue for September, the third quarter, and the first nine months of 2026, as demand for footwear materials strengthened and the company pursued emerging...
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
The AI boom could face a new constraint as financing costs and questions over returns threaten to slow infrastructure investment, even as demand for computing hardware remains stro...
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Amid ongoing shifts in panel market cycles and end-market demand, AUO continues to press forward with its strategic corporate transformation. Marking its 30th anniversary in 2026,...
Samsung Electronics and SK Hynix are expected to see a sharp increase in NAND flash profits in 2026 as surging demand for enterprise solid-state drives (SSDs) drives up memory prices...
