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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
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    Memory supply crunch pushes long-term contracts beyond the big three
    2h 2min ago
    China’s polysilicon makers set a cost floor as solar losses widen
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    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
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    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
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    Fudan researchers unveil room-temperature single-electron memory using 2D materials
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    NEWS TAGGED EARNINGS
    Monday 11 May 2026
    Delta Electronics rides AI power, liquid cooling boom to another strong month

    Continuing the strong growth trajectory seen in the first quarter of 2026, Delta Electronics maintained robust year-over-year revenue...

    Monday 11 May 2026
    Trans-Sun Materials rides AI server wave with profit surge
    Trans-Sun Materials Technology posted broad-based gains in the first quarter of 2026, with consolidated revenue rising 28.66% year on year to NT$379 million (US$12.07 million) and...
    Monday 11 May 2026
    Gemtek posts first-quarter loss as it pivots to 800G and 1.6T optical modules
    Gemtek Technology reported consolidated revenue of NT$3.112 billion (US$99.1 million) in the first quarter and a gross margin of 10.4%, but swung to a net loss as strategic restructuring...
    Monday 11 May 2026
    Clevo posts 40% year-on-year profit growth as it stocks components ahead of second-quarter notebook price rises
    Clevo reported steady first-quarter 2026 results, with consolidated revenue of NT$4.941 billion (US$157.3 million), gross profit of NT$1.03 billion, operating income of NT$338 million,...
    Monday 11 May 2026
    Samsung eyes Exynos 2700 as test for chip-unit recovery
    Samsung Electronics is looking to the tentatively named Exynos 2700 application processor (AP) as a key test for its non-memory semiconductor recovery, with the chip's adoption rate...
    Sunday 10 May 2026
    King Slide says AI compute demand is not a bubble and expects strong 2Q26 orders
    King Slide, a maker of server rails and high-end mechanical components, said on May 7 that AI compute demand is not a bubble and that orders were expected to remain strong in the second...
    Saturday 9 May 2026
    Wistron profit triples on server surge, AI demand seen robust
    Wistron reported a sharp first-quarter rebound, with consolidated revenue of NT$846.3 billion and net profit of NT$9.631 billion, driven by a surge in server shipments that accounted...
    Friday 8 May 2026
    AI infrastructure spending just doubled an IC distributor's revenue in one year
    WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
    Friday 8 May 2026
    Topco hits record 1Q26 revenue, profit on semiconductor materials demand
    Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
    Friday 8 May 2026
    Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
    Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
    Friday 8 May 2026
    Aopen posts highest first-quarter profit in 20 years as edge computing sales strengthen
    Aopen, an Acer subsidiary, reported its strongest first-quarter operating profit, net profit after tax, and earnings per share for the period in 20 years, citing tighter operational...
    Thursday 7 May 2026
    Innodisk tops 2025 full-year revenue in first four months of 2026
    Memory module maker Innodisk reported its unaudited March 2026 earnings, with after-tax earnings per share (EPS) reaching NT$28.1 (approx. US$0.89), surpassing its full-year 2025 EPS...
    Thursday 7 May 2026
    MetaAge posts 27% revenue increase as AI demand boosts server shipments
    MetaAge, a unit of Qisda, reported consolidated first-quarter 2026 revenue of about NT$6.02 billion, up NT$1.29 billion (US$192 million) from NT$4.73 billion a year earlier, a 27%...
    Thursday 7 May 2026
    Arm's $2 billion AGI CPU backlog signals strong hyperscaler demand
    During the earnings call on May 6, Arm announced a significant expansion of its product strategy, centering on the emergence of "Agentic AI" and "Physical AI" as primary growth drivers...
    Wednesday 6 May 2026
    AI networking surge pushes Lumentum to record growth

    The fiscal third quarter of 2026 results from Lumentum Holdings offered one of the clearest signals yet that a powerful new cycle in artificial...

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    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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