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    New GPU and ASIC platforms to drive stronger server shipments in 2H26
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    Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
    4min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    Jun 29, 18:44
    iPhone 18 Pro price hike: Memory costs or margin play?
    Jun 29, 18:44
    NEWS TAGGED EARNINGS
    Friday 13 March 2026
    Innolux posts small 2025 profit during ongoing factory sale drama
    Panel maker Innolux posted a small profit in 2025, but compared with its earnings performance, the "factory sale drama" that has drawn market attention is escalating. In addition to...
    Thursday 12 March 2026
    Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
    Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
    Wednesday 11 March 2026
    Oracle says AI infrastructure projects are profitable and margins should improve as capacity comes online
    Oracle told investors during its third-quarter fiscal-year 2026 earnings call that its AI infrastructure business is profitable today and should become more so as under-construction...
    Wednesday 11 March 2026
    Oracle beats estimates as AI cloud demand drives growth and eases financing concerns
    On March 10, Oracle reported stronger-than-expected fiscal third-quarter results and lifted its long-term revenue outlook, signaling sustained demand for artificial-intelligence cloud...
    Tuesday 10 March 2026
    Apogee narrows 2025 losses, eyes US broadband buildout in 2026
    Optical communication filter maker Apogee narrowed its 2025 losses, reporting consolidated revenue of NT$490 million (US$15.38 million), up 47.7% year on year, and a net loss attributable...
    Tuesday 10 March 2026
    HPE beats earnings expectations as networking strength offsets cloud softness
    Hewlett Packard Enterprise (HPE) reported stronger-than-expected profitability for the first quarter of fiscal 2026, supported by robust networking demand and cost discipline. Analysts...
    Sunday 8 March 2026
    Broadcom CEO sees copper interconnects viable through 2028

    Broadcom reported strong results for the first quarter of fiscal 2026, driven by robust demand for cloud application-specific integrated...

    Friday 6 March 2026
    Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment
    Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which...
    Friday 6 March 2026
    Memory boom lifts Adata to record 4Q profit as inventory hits NT$30B early
    Memory module maker Adata achieved record-high profits in 2025, with its fourth quarter consolidated revenue, gross margin, operating margin, pre-tax and after-tax net income, and...
    Friday 6 March 2026
    Advantech targets 30% global edge AI platform share in new 5-year vision
    Advantech has announced a new roadmap for its mid-to-long-term transformation, with chairman KC Liu stressing that that following a year of operational and business adjustments in...
    Thursday 5 March 2026
    Advantech optimistic about 1Q26 outlook with strong edge AI orders and B/B ratios
    Industrial PC (IPC) vendor Advantech held its 2025 fourth quarter and full-year earnings conference on March 4, 2026, chaired by Chairman K.C. Liu, President Eric Chen, and President...
    Thursday 5 March 2026
    PC chip orders pull forward, blurring the 2026 seasonal cycle

    In recent weeks, Taiwanese IC design companies have indicated during earnings calls that advance stocking across the IT industry has been...

    Thursday 5 March 2026
    Broadcom targets $100bn AI chip revenue by 2027 as hyperscaler demand scales
    On March 4, Broadcom told investors on its fiscal first quarter 2026 earnings call that its projection of “significantly in excess of US$100 billion” in 2027 refers specifically...
    Wednesday 4 March 2026
    Chinese fabless AI chipmakers report sharp revenue growth with divergent profitability in 2025
    Two of China's leading AI chip developers, Moore Threads and Cambricon Technologies, reported strong revenue expansion in 2025, supported by rising demand for AI computing power. However,...
    Wednesday 4 March 2026
    Mitac expands US server capacity, eyes growth in 2026
    Mitac Holdings announced its financial results for 2025, reporting full-year consolidated revenue of NT$105.58 billion (approx. US$3.33 billion), with profit attributable to owners...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook