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NEWS TAGGED EXPANSION
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...
Friday 15 May 2026
Hua Hong bets US$6bn on Wuxi as specialty chip demand lifts margins
Hua Hong Semiconductor is accelerating its growth strategy through significant capacity expansion and the development of specialty technologies to meet rising global demand. During...
Friday 15 May 2026
TCL tightens grip on Guangzhou LCD hub, unleashes US$4 billion OLED expansion
China's TCL Technology is deepening its control over its Guangzhou display manufacturing base while accelerating OLED investment, reflecting its broader push to cement a leading position...
Friday 15 May 2026
Ubiqconn Technology reports improved gross margin in the first quarter as product mix shifts
Ubiqconn Technology reported consolidated revenue of NT$130 million in April 2026, down 25% month-over-month and down 20% year-over-year, and cumulative revenue for the first four...
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Tesla ramps up AI, Robotaxi, and chip investments in new growth phase

Tesla has entered what analysts describe as a "high-investment cycle" in 2026, marking a pivotal shift in the company's strategic priorities...

Wednesday 13 May 2026
AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook
ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...
Wednesday 13 May 2026
Tesla boosts Berlin output with US$250M battery cell expansion
Tesla is investing US$250 million to expand battery-cell production at its Berlin-Brandenburg Gigafactory, reinforcing its long-term commitment to Europe just as the company starts...
Wednesday 13 May 2026
SpaceX pushes toward global launch network for rapid Starship operations
SpaceX is exploring potential sites in the US and overseas to build new "spaceports," CEO Elon Musk said on X on May 12, as the company prepares for a future in which its Starship...
Wednesday 13 May 2026
Acter reports record first-quarter results as AI-driven orders push backlog past NT$50 billion
Acter Group reported record first-quarter 2026 results as sustained demand from semiconductor, AI data center, and high-tech electronics customers drove factory buildouts and expansions,...
Wednesday 13 May 2026
Taiwan telecoms post strong April on 5G migration and enterprise ICT momentum
Taiwan's major telecom operators delivered robust April results, supported by continued 5G migration, seasonal smartphone demand around Mother's Day, and sustained contributions from...
Wednesday 13 May 2026
TsangYow's Malaysia plant to start up in 2026
At the recently concluded SEMICON SEA, the scale of industry interest in Southeast Asia was clear. Alongside the growing presence of Chinese exhibitors and the expanding ranks of Singapore...
Tuesday 12 May 2026
TSMC's US and Japan expansion lifts Trusval
Taiwan-based semiconductor facility engineering firm Trusval reported strong results for the first quarter of 2026, supported by continued growth in global AI computing demand, TSMC's...
Tuesday 12 May 2026
Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026
Univacco posts record first-quarter revenue as North American demand strengthens
Univacco Technology reported that consolidated revenue for the first quarter of 2026 reached NT$774 million, up 3.9% year-over-year and a record for the period, driven by steady growth...