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Friday 31 July 2026
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026
Pegatron chair says AI outlook remains strong, calls for Taiwan application push
Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
Friday 31 July 2026
US CSP leaders keep capex growth as AI monetization deepens
Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...
Friday 31 July 2026
India's first telecom manufacturing zone to land in Madhya Pradesh

India has moved to build a major telecom manufacturing hub in Gwalior, a step that could reshape supply chains, investment flows, and...

Friday 31 July 2026
CHPT raises 2026 capex to NT$500M

Test interface maker Chunghwa Precision Test Tech (CHPT) held an investors' conference on July 29, saying revenue growth in the second...

Friday 31 July 2026
SPIL AI packaging investment boosts CTSP Erlin Park as first standard factory opens in 2H26
The Central Taiwan Science Park's (CTSP) Erlin Park is set to reach a long-awaited milestone when its first standard factory building begins operations in the second half of 2026,...
Friday 31 July 2026
US manufacturing push draws Taiwan suppliers; electronics investment up nearly 500%

TSMC chairman C.C. Wei has announced an additional US$100 billion investment for building capacity in the US, on top of the company's...

Friday 31 July 2026
Coretronic drone unit shifts to four fronts amid procurement delay
Coretronic said its robotics subsidiary, Coretronic Intelligent Robotics (CIRC), is focusing on four development priorities as a large domestic government drone procurement plan remains...
Thursday 30 July 2026
Commentary: How AMD and Anthropic plan to build an AI factory not dependent on CUDA

Nvidia's power in AI has never rested on GPU performance alone — it has also depended on the CUDA software ecosystem. That moat...

Thursday 30 July 2026
Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

Thursday 30 July 2026
China rejects 'overcapacity' claims in new policy paper, defends industrial strategy
China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept...
Thursday 30 July 2026
US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security
As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...
Thursday 30 July 2026
India launches homegrown silicon photonics tools to widen access for researchers and industry

India has launched two indigenously developed silicon photonics solutions to strengthen local chip design and testing capabilities...

Thursday 30 July 2026
AI demand squeezes memory supply, pressuring PC and TV markets
At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
Thursday 30 July 2026
CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...