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    Samsung Electro-Mechanics, LG Innotek substrate lines near full capacity as AI demand rises
    21min ago
    Anthropic, OpenAI's looming mega-IPOs heat up AI revenue race
    24min ago
    Tata succession clouds outlook for chips, clean energy, data centers
    28min ago
    US drone tariff tests whether allies can truly replace China
    29min ago
    Apple reportedly builds China-specific AI model with Alibaba as Qwen partnership deepens
    41min ago
    WaveSplitter returns to profit as AI optics demand lifts 1H revenue
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    Apple faces US pressure over potential Chinese memory chip sourcing
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    NEWS TAGGED GROWTH
    Monday 17 August 2026
    Hermes Testing's 1H26 profit more than triples on rising AI testing demand
    Hermes Testing Solutions (HTSI), a semiconductor testing solutions provider, stated that continued growth in demand for artificial intelligence (AI) and high-performance computing...
    Monday 17 August 2026
    Topoint's high-end drill bits hit 56% share ahead of schedule, aims to double capacity by end of 2028

    Printed circuit board (PCB) drill bit manufacturer Topoint Technology stated during its second-quarter 2026 earnings call that strong...

    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    AI server tracker: Demand drives strong growth across Taiwan's CCL, design services, substrate, and testing supply chains
    Taiwan's AI server supply chain continued to show strong growth in July 2026, with revenue rising across copper-clad laminate (CCL), design services, substrates, and testing. All four...
    Monday 17 August 2026
    Twoway Communications speeds defense push with C-UAS, unmanned vehicles

    Twoway Communications said its July 2026 consolidated revenue was NT$139 million (US$4.3 million), down 0.4% from a year earlier. For...

    Monday 17 August 2026
    AI vision sensing demand heats up for Novatek, PixArt, Elan, Realtek
    Taiwanese IC design firms that have been building out AI vision sensing businesses are now reaping the rewards, with major players including display driver IC (DDI) leader Novatek...
    Monday 17 August 2026
    DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
    Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    T-glass demand surges as IC substrate makers see shortages through 2028
    As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand...
    Monday 17 August 2026
    Gogolook sees 2026 revenue hit new high as anti-fraud businesses expand
    Taiwanese trust technology company Gogolook said its revenue and profitability are expected to stay strong in the second half of 2026, helped by continued growth, critical operating...
    Monday 17 August 2026
    Unique Opto sees AI demand lift 1H26 results, but CPO upside remains uncertain
    Unique Opto-Electronics said stronger demand tied to artificial intelligence applications lifted first-half profitability above 2025 levels, while management struck a cautious tone...
    Monday 17 August 2026
    Appier lifts FY26 outlook after record second-quarter revenue and margin gains
    Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
    Sunday 16 August 2026
    TV slowdown accelerates panel makers' shift to IT OLED, UBI Research found

    With global TV demand slowing and panel prices continuing to fall, display makers are facing intensifying profit pressure. Analysts...

    Sunday 16 August 2026
    AI product cycle lifts Chroma test demand
    AI is sharply increasing demand for test and measurement equipment, turning it from a cost-cutting support tool into a must-have, said Chroma president I-Shih Tseng. He said he expects...
    Sunday 16 August 2026
    HDRE reports first-half growth as Japan and Australia projects expand
    HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of...
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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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