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    Malaysia solar firms stock up ahead of China battery tax rebate removal in 2027
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    China’s AI talent demand spreads into chips, rare earths and new materials
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    ASIC server demand rises, boosting high-speed connectivity suppliers
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    Compal says US clients praised Taiwan’s robot component supply chain
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    Zhipu AI reportedly pursues custom ASICs to reduce Nvidia dependence
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    NEWS TAGGED GROWTH
    Thursday 9 July 2026
    Notebook shipment update, May 2026
    DIGITIMES’ survey of May 2026 notebook shipments (excluding detachable models) from the world’s top five notebook brands (excluding Apple) and the top three notebook ODMs...
    Thursday 9 July 2026
    Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

    Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

    Thursday 9 July 2026
    Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit
    Shanghai Fudan Microelectronics Group said its first-half earnings will rise sharply, reflecting stronger chip demand and a recovery in the sector that may matter to global electronics...
    Thursday 9 July 2026
    Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments
    Wistron reported June 2026 revenue of NT$321.82 billion (approx. US$10.04 billion), up 10.9% from the previous month and 53.9% from a year earlier, marking the company's second-highest...
    Thursday 9 July 2026
    Gem Terminal June sales dipped as AI cooling and green power demand rose
    Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
    Thursday 9 July 2026
    Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

    Where will cloud AI's next wave of growth come from? Increasingly, the market is answering with two words: sovereign AI.

    Thursday 9 July 2026
    Nan Pao Resins posts June sales record on price hikes and early customer orders
    Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
    Thursday 9 July 2026
    Univacco posts record revenue on card demand
    Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
    Thursday 9 July 2026
    Yesiang expects foundry expansion to drive revenue growth in 2H26
    Yesiang, a major supplier of advanced process micro-contamination control filters, said rising demand from a top foundry customer is supporting stronger sales as the customer expands...
    Thursday 9 July 2026
    Foxconn expands RBA audits as AI server demand drives global factory growth
    Foxconn said it expanded third-party supply-chain audits in 2025 as demand for AI servers and advanced manufacturing increased across its global manufacturing network. By the end of...
    Thursday 9 July 2026
    Edom posts record first-half revenue on AI and networking demand
    Edom Technology reported record first-half revenue for 2026, driven by rising demand for AI servers and networking equipment. The IC distributor said June consolidated revenue reached...
    Thursday 9 July 2026
    HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia
    HHGalaxy's planned investment in aCommerce underscores how Asia's e-commerce growth is reshaping opportunities for brands worldwide. As markets across Southeast Asia, Japan, and Taiwan...
    Thursday 9 July 2026
    Taiwan says 2025 power supply stayed ample as demand eased
    Taiwan's Ministry of Economic Affairs said electricity supply remained ample in 2025 even as demand slipped slightly, reinforcing its message to the Legislative Yuan after Pegatron...
    Thursday 9 July 2026
    Taiwan says China's slow growth could become the new normal
    Taiwan's Mainland Affairs Council told lawmakers on July 8 that China's 2026 15th Five-Year Plan is focused on expanding domestic demand and boosting consumption, but that deep structural...
    Thursday 9 July 2026
    BTL Group completes first HVDC power rack test as AI bookings extend to year-end
    BTL Group said it completed testing certification in early July 2026 for a VR200 server power rack using HVDC 800V/1MW specifications, and will next move into rack-level testing for...
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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
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook