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Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
Wednesday 12 August 2026
Silicon Motion raises private placement to US$1B, targets agentic AI

Silicon Motion announced the pricing of a private placement of US$1 billion in aggregate principal amount of 0% convertible senior...

Wednesday 12 August 2026
MediaTek July 2026 revenue falls as non-mobile units offset slowdown

MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year,...

Wednesday 12 August 2026
Nvidia denies Rubin Ultra downgrade, cites flexible SKUs

Amid a swirl of rumors that Nvidia chip upgrades were being cut, scaled back, or delayed, the company has again pushed back on similar...

Wednesday 12 August 2026
OCP APAC 2026: Murata upgrades power, optical products as AI data centers strain global infrastructure
Murata Manufacturing has unveiled upgraded power converters and optical components, highlighting how rising AI workloads are pushing data centers worldwide toward denser, more efficient...
Wednesday 12 August 2026
Taiwan's 20-qubit superconducting quantum computer wins 2026 Future Tech Award

Taiwan's National Science and Technology Council (NSTC) announced the winners of its annual Future Tech Award on August 10, with the...

Wednesday 12 August 2026
Lite-On's LEO satellite power growth signals a deeper shift in global manufacturing

Lite-On Technology reported strong revenue growth in the first seven months of 2026, fueled by demand for AI, cloud, and LEO satellite...

Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
Taiwan's AI server supply chain posts record July as growth spreads down the component tier

The latest indication of global demand for AI hardware comes not from a hyperscaler capex presentation, but from unaudited monthly...

Tuesday 11 August 2026
Column: The everyday philosophy of supply chain resilience
When people talk about responding to supply chain shocks, the instinct is often to stockpile inventory or build backup production lines. However, after visiting Inner Mongolia Shuangjie...
Tuesday 11 August 2026
Interview: Nvidia says networking is the core of AI computing as AI factories scale

Global AI computing is rapidly moving beyond single-GPU systems toward AI Factory architectures, where agentic AI and inference workloads...

Tuesday 11 August 2026
China's tightening visa curbs test India's electronics manufacturing ambitions

Beijing's decision to sharply cut approval rates for Indian business travelers is exposing a structural weakness in India's push to...

Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...
Tuesday 11 August 2026
Catcher says notebook component shortages cut 2Q26 revenue
Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said...