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Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2...

Thursday 6 August 2026
Ample Electronic posts record July sales as MLCC demand strengthens

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped...

Thursday 6 August 2026
Elite Semiconductor rides niche DRAM price hikes

Elite Semiconductor Microelectronics Technology (ESMT) has benefited from a severe supply shortage in the niche memory market. July...

Thursday 6 August 2026
Second-tier foundries' repair rally lifts margins back to 30%
The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
Thursday 6 August 2026
US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

Thursday 6 August 2026
Taiwan's offshore wind pipeline stalls as failed tenders raise fears of supply chain gap
Taiwan's high-tech industry is facing an increasingly urgent need for renewable electricity, yet progress on major offshore wind projects has slowed significantly.
Thursday 6 August 2026
Commentary: Why China's AI optical-module dominance is Washington's next target

The AI boom is accelerating data-centre expansion and turning high-speed optical interconnects into the next globally scrutinised supply...

Thursday 6 August 2026
AI orders give Soonest visibility into 2027

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

Thursday 6 August 2026
US curbs on Chinese data-center optics open orders to non-China suppliers
The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...
Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
Thursday 6 August 2026
Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains
Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
Thursday 6 August 2026
Tung Yang July revenue rises 23% on stronger AM and OEM demand
Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...