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Thursday 12 March 2026
TIER reports strong AI-driven demand lifts manufacturing sentiment despite rising caution among some firms
The Taiwan Institute of Economic Research (TIER) reported on March 11 that sectors such as AI servers, networking, and semiconductor testing equipment continued to register strong...
Thursday 12 March 2026
Taiwan Microloops reports record 2025 results, expects AI-driven growth in 2026
Taiwan Microloops posted record-high revenue and profits for 2025, driven by a surge in shipments of higher-margin AI-related products, the company reported. Full-year revenue reached...
Thursday 12 March 2026
ASE's Dr. Tien Wu shares three key trends as global semiconductor output to surpass US$1 trillion
The global semiconductor industry is set to hit US$1 trillion ahead of schedule. ASE Technology Holding COO Dr. Tien Wu revealed that the latest forecast from Semiconductor Equipment...
Thursday 12 March 2026
Asus launches infrastructure solutions group as AI server revenue surges
Asus achieved record revenue and profits in 2025. Co-CEO Samson Hu highlighted the fastest-growing segment: the enterprise market, including AI servers and related commercial products...
Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
Thursday 12 March 2026
Chenbro highlights four risk factors amid promising AI server outlook
Chenbro CEO Corona Chen highlighted that the global server industry is undergoing a generational shift from cloud computing to AI, which will drive growth over the next decade and...
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...
Thursday 12 March 2026
Coretronic monitor shipments show potential, two new production lines added in 1Q26
OLED applications are increasing penetration in IT products, and backlight module manufacturer Coretronic has been shipping OLED tablets and OLED notebooks for the past two years....
Thursday 12 March 2026
AI Server tracker: Taiwan optical module and BMC suppliers gain despite fewer February working days on AI server demand
Taiwanese suppliers in the AI hardware supply chain reported varied results in February, with several optical module and server component makers posting year-over-year growth, while...
Thursday 12 March 2026
Daxin expands capacity to meet rising semiconductor material demand
Daxin, a key player in semiconductor materials, has seen rapid growth in recent years. Currently, wafer process materials account for a larger share of revenue than advanced packaging...
Thursday 12 March 2026
CATL profit jumps 42% in 2025, R&D spending tops US$3.2 billion

CATL released its 2025 annual report on March 9, reporting revenue of CNY423.7 billion (approx. US$61.3 billion), up 17.04% year-over-year...

Thursday 12 March 2026
Jiu Han targets NT$10B revenue by 2030 with NT$11.6B orders in 1Q26
Jiu Han System Technology, a leading cleanroom and turnkey project contractor, reported strong profit growth in 2025 driven by peak construction periods and approval for large-scale...
Thursday 12 March 2026
Elan and DSME collaborate on RF front-end chips to target LEO satellite market
The global low-Earth orbit (LEO) satellite market is entering a period of explosive growth, with market estimates projecting an increase from US$15 billion in 2024 to US$108 billion...
Wednesday 11 March 2026
Inventec ramps up 2026 capex in US to meet growing AI order demand
Inventec announced plans to double its capex in 2026 to meet growing AI order demand and future growth, and disclosed multiple investment and expansion projects on the 10th. The company...
Wednesday 11 March 2026
WT Microelectronics posts 89% revenue surge in 2 months on AI and market recovery
IC distributor WT Microelectronics reported consolidated preliminary revenue of NT$104.4 billion (US$3.28 billion) for February 2026, up about 29% year over year. For the first two...