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Friday 8 May 2026
Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
Friday 8 May 2026
Samsung chiefs address pay talks as strike deadline nears
Samsung Electronics Vice Chairman and Device Solutions (DS) head Jun Young-Hyun, along with Device eXperience (DX) head Roh Tae-moon, issued a joint statement to all employees on the...
Friday 8 May 2026
AUO tops US$3 billion in circular economy value
AU Optronics (AUO) chairman and group CEO Paul Peng said the panel maker generated more than NT$101.6 billion (US$3.23 billion) in circular economy benefits from 2018 to 2025, with...
Friday 8 May 2026
Transcend 1Q26 profit jumps 20-fold as gross margin hits 76%
Memory module maker Transcend Information posted strong financial results in the first quarter of 2026, with gross margin reaching 76.39%, comparable to levels seen at major international...
Friday 8 May 2026
Anpec plans midyear 15% price hike to protect PMIC margins
Taiwan power management IC (PMIC) maker Anpec Electronics recently said its 2026 growth momentum will mainly rely on demand in non-PC applications to offset declines in PC-related...
Thursday 7 May 2026
Advantech warns supply constraints will temper near-term growth despite strong order momentum
Advantech reported sharply accelerated first-quarter 2026 order momentum but cautioned that tight component supply and rising material costs will constrain its near-term outlook, even...
Thursday 7 May 2026
Nuvoton BMC demand grows as per-rack chip count rises to 120
Nuvoton is seeing stronger demand for baseboard management controller (BMC) chips as AI servers drive higher requirements for remote server control and system monitoring. The company...
Thursday 7 May 2026
From chips to telecoms, South Korea faces an AI-era labor reckoning
Labor tensions across South Korea's technology sector are intensifying, and the conflict is no longer confined to traditional disputes between workers and management. Increasingly,...
Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026
Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
Samsung board chairman warns strike could disrupt chip output

Samsung Electronics' labor dispute is widening beyond a fight over bonuses, after board chairman Shin Je-yoon made a rare appeal for management...

Tuesday 5 May 2026
Delta Electronics' security tie-up positions it to push into integrated smart buildings
Delta Electronics has moved to consolidate its security brands, aiming to align AI video analytics and cloud services with its building automation strategy. This shift could accelerate...
Tuesday 5 May 2026
Lattice Semiconductor strikes US$1.65B deal for AMI as AI data center demand drives record growth
Lattice Semiconductor has signed a definitive agreement to acquire AMI, a leading provider of platform firmware and infrastructure manageability software, for US$1.65 billion. The...
Tuesday 5 May 2026
'Puzzle-style M&A': Meet the construction firm building an AI ecosystem, one acquisition at a time
As AI reshapes industries from healthcare to finance, companies far beyond Silicon Valley are racing to stake their claim — and some of the most ambitious bets are coming from...