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Thursday 13 August 2026
Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...
Thursday 13 August 2026
AgiBot overtakes Unitree as China expands its lead in humanoid robots
Global humanoid robot shipments nearly quadrupled in the first half of 2026, with Chinese suppliers accounting for more than 97% of the market and AgiBot moving ahead of Unitree Robotics,...
Thursday 13 August 2026
Apogee turns profitable in 2Q26 on AI data center demand

Optical communications filter manufacturer Apogee Optocom turned a profit in the second quarter of 2026, reporting net income of NT$86...

Wednesday 12 August 2026
Electronic paper sheds niche label as ESL demand surges

Electronic paper, once a niche technology overlooked by the display industry, is gaining momentum as E Ink continues to expand its...

Wednesday 12 August 2026
OCP photonics panel warns CPO packaging is still unsettled as pluggables fade

Pluggable front-panel optics still own the market, but Arista co-founder Andy Bechtolsheim gave them a deadline at an OCP APAC panel...

Wednesday 12 August 2026
SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026
Tesla FSD faces key EU review over regulations and transparency

Tesla's Full Self-Driving (FSD) system has entered a critical stage in seeking European Union (EU) market approval, but the review...

Wednesday 12 August 2026
MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
Wednesday 12 August 2026
Cash deposits reshape memory supply deals
The global memory industry has embraced a new business model over the past two quarters. Memory manufacturers are not only signing multi-year supply agreements with customers, but...
Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
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
Panel makers turn to AI packaging as old fabs gain value
Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...
Tuesday 11 August 2026
EOC turns profitable in 1H26 as optical communications demand rebounds
East Tender Optoelectronics (EOC) reported a swing to profit in the first half of 2026, driven by an improved product mix, better capacity utilization, and a rebound in optical communications...
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...