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Thursday 28 May 2026
Chunghwa Precision completes board reshuffle as it plans rapid capacity expansion for AI chip testing
Chunghwa Precision Test Tech. completed its board election at the 2026 annual shareholders' meeting on May 27 as the semiconductor test interface maker prepared for rising AI chip...
Thursday 28 May 2026
UMC readies price hikes, kicks off 2027 customer talks
UMC held its shareholders' meeting on May 27, with CEO Jason Wang saying that as AI applications expand rapidly, long-term semiconductor demand still has room for growth. In addition...
Thursday 28 May 2026
Yageo tops Murata in AI-driven passive component orders

Yageo, one of the world's largest passive component suppliers, said demand from AI-related applications has pushed its book-to-bill ratio...

Thursday 28 May 2026
Hotai Motor expects semiconductor and AI demand to lift Taiwan auto market in 2026
Hotai Motor Co. told shareholders on May 27 that Taiwan's auto market was expected to strengthen in 2026 as demand for semiconductors and AI applications supported exports and the...
Thursday 28 May 2026
Taiwan's GLT diversifies into auto and medical markets, expands Southeast Asia production
Taiwan-based Global Lighting Technologies (GLT), a specialist in optical microstructure solutions, is accelerating its Southeast Asia expansion as global tariff pressures and geopolitical...
Wednesday 27 May 2026
Dreame's 941-company ecosystem targets growth far beyond robot vacuum cleaners
Dreame Technology, a Chinese consumer electronics maker, has formed nearly 1,000 affiliated companies in its ecosystem since the end of 2024. This breakneck pace of expansion signals...
Wednesday 27 May 2026
Unitree sprints toward IPO as profits crumble under rising costs
Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the se...
Wednesday 27 May 2026
GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China's low-price competition
The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players...
Wednesday 27 May 2026
Qualcomm and ByteDance's rumored AI ASIC deal signals potential shift in China's data center chip supply
The agreement between Qualcomm and ByteDance positions the former for large-scale AI ASIC demand from the latter, as reported by Bloomberg, but market viability remains uncertain...
Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
Wednesday 27 May 2026
Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
Wednesday 27 May 2026
Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
Wednesday 27 May 2026
CSP capex surge fuels hot AI server demand and tight supply in 2026
The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
Wednesday 27 May 2026
Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...
Wednesday 27 May 2026
Copper crunch hits components cost amid AI demand surge
Tight upstream copper concentrate supply has kept prices high despite rising exchange inventories, squeezing margins for electronics companies and prompting suppliers to pass costs...