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    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    13min ago
    OCP: ASE unveils AI packaging trilogy
    16min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED DEVELOPMENT
    Wednesday 12 August 2026
    TSMC-Sony's US$4.69B sensor venture is a defensive play against Samsung and China

    TSMC and Sony Group are betting that closer integration, not just closer proximity, is what it will take to keep their combined lead...

    Wednesday 12 August 2026
    Silicon Motion raises private placement to US$1B, targets agentic AI

    Silicon Motion announced the pricing of a private placement of US$1 billion in aggregate principal amount of 0% convertible senior...

    Wednesday 12 August 2026
    TSMC tackles CoWoS material risks while cutting 3DIC development cycle to one year
    AI computing demand is rapidly increasing the complexity of chip integration, shifting advanced packaging competition beyond individual component performance to reliability and validation...
    Wednesday 12 August 2026
    Compal doubles AI server capacity, targets 30–40% revenue share by 2027

    Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

    Tuesday 11 August 2026
    Catcher says notebook component shortages cut 2Q26 revenue
    Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said...
    Tuesday 11 August 2026
    Iron Force Industrial expands into AI server cooling as auto market stays uneven
    Automotive parts makers are looking beyond cars as global demand shifts and AI infrastructure grows. Iron Force Industrial is joining that move by developing liquid-cooling components...
    Tuesday 11 August 2026
    Liying posts record July revenue as AI chip recycling demand rises

    Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued...

    Tuesday 11 August 2026
    Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%
    Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the site of its new plant in the Jiuzong section of Neihu District, Taipei, on August...
    Tuesday 11 August 2026
    PSA, NTUT sign NT$50 million AI research and talent deal
    Passive System Alliance (PSA) Group and National Taipei University of Technology have signed a three-year industry-academia agreement worth NT$50 million to advance artificial intelligence...
    Tuesday 11 August 2026
    UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26
    Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT)...
    Monday 10 August 2026
    Unitree CEO eyes embodied AI and robot expansion
    Chinese humanoid robotics company Unitree said on August 7, 2026, it will continue boosting R&D in core embodied AI technologies, focusing on large embodied AI models, reinforcement...
    Monday 10 August 2026
    Commentary: What the DeepSeek-Unitree tie-up reveals about China's hard-tech financing

    DeepSeek's participation in Unitree's Shanghai STAR Market IPO was made at the corporate level, not personally by founder Liang Wenfeng...

    Monday 10 August 2026
    Nvidia invests up to US$3B in Lancium as energy becomes new AI bottleneck
    Nvidia will reportedly invest US$2 billion into energy technology and infrastructure developer Lancium, which is building the Stargate data center campus in Texas. This deal illustrates...
    Monday 10 August 2026
    Kinko July revenue jumps to 12-year high on optical demand
    Kinko Optical reported July consolidated revenue of NT$524 million, the highest level in nearly 12 years, as Taiwan's optical industry entered its peak season. The result rose 93.16%...
    Saturday 8 August 2026
    Interview: Lightmatter maps CPO future with Nvidia NVLink, Taiwan supply chain
    The 2026 OCP APAC Summit will take place in Taipei on August 11-12. Ahead of the event, Lightmatter founder and CEO Nicholas Harris spoke exclusively with DIGITIMES about the company's...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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