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    NEWS TAGGED PRODUCTION
    Monday 16 March 2026
    Foxconn's investor briefing could signal major shifts in AI server supply, capacity and data center infrastructure
    Foxconn will hold an online investor conference on March 16, with market attention focused on the progress of AI server orders, capacity adjustments, and new business developments...
    Monday 16 March 2026
    Visionox starts 8.6-gen OLED equipment orders, intensifying China–Korea race for IT displays
    Visionox has reportedly begun equipment procurement for an 8.6-generation OLED production line, a move that could challenge Samsung Display's (SDC) early lead. SDC gained an advantage...
    Monday 16 March 2026
    AI server supply chain tracker: AI infrastructure demand lifts Taiwan foundry and ODM/EMS revenues despite seasonal dip
    Taiwan's major semiconductor and server supply chain companies posted mixed February 2026 revenue results, with continued strength in artificial intelligence (AI) infrastructure demand...
    Monday 16 March 2026
    India roundup: A reality check of chipmaking dream
    Despite semiconductor manufacturing facilities expected in 2026, India remains a small player in the global chipmaking industry, as it is reportedly considering further incentives.
    Monday 16 March 2026
    HyperLight, UMC, and Wavetek form foundry partnership for high-volume TFLN chiplet production
    HyperLight Corporation, United Microelectronics Corporation (UMC), and Wavetek Microelectronics Corporation, a wholly owned UMC subsidiary, have announced a strategic manufacturing...
    Monday 16 March 2026
    Y.S. Tech expects Renwu plant ramp to boost 2026 capacity and high-end IT revenue
    Y.S. Tech said it is cautiously optimistic about its 2026 operational outlook after reporting steady February and early-year revenue, and outlined timelines for completing the relocation...
    Monday 16 March 2026
    Interview: Filtronic's GBP47.3 million SpaceX contract underscores scaling and regional partnership ambitions
    In August 2025, Filtronic secured a GBP47.3 million (US$63.2 million) contract from SpaceX — one of the company's largest equipment orders — to supply next-generation GaN...
    Sunday 15 March 2026
    Zhen Ding sees AI products near 70% of revenue, sets NT$100 billion capex for 2 years
    Printed circuit board (PCB) giant Zhen Ding Technology recently held an earnings call where company chairman Charles Shen noted that customer demand across artificial intelligence...
    Sunday 15 March 2026
    Kwang-Hwa's North American revenue surges 25% as overseas expansion offsets China pressure
    Although automotive component manufacturer Kwang-Hwa Electronic's primary shipment markets remain China and North America, revenue growth in the US and Mexico has been significant...
    Sunday 15 March 2026
    AWS ASIC servers enter mass production in 2Q26, lifting Taiwan ODM outlook
    Taiwan's ODM and EMS manufacturers reported solid revenue performance in February 2026, with AI servers playing a central role. Foxconn, Quanta, and Wistron all posted double-digit...
    Saturday 14 March 2026
    E Ink sees record revenue, profit in 2026 as e-paper demand grows

    Demand for e-paper displays remains strong, with E Ink Holdings expecting both revenue and profit to reach new highs in 2026, according...

    Saturday 14 March 2026
    TsangYow accelerates NEV and semiconductor equipment expansion with SEA capacity
    Transmission system manufacturer TsangYow has been steadily advancing its presence in high-value sectors such as electric buses, new energy vehicles (NEVs), and semiconductor equipment...
    Saturday 14 March 2026
    Browave eyes 10x monthly CPO capacity surge by 2027 amid AI data center demand
    Optical communication firm Browave announced that its co-packaged optics (CPO) production will enter a critical mass-production phase in the second half 2026, with monthly capacity...
    Saturday 14 March 2026
    Portable X-ray detector maker InnoCare expands global network as US-Iran war triggers urgent orders

    InnoCare Optoelectronics is expanding its global service network to capture growth from rising regional economies. Chairman James Yang said...

    Saturday 14 March 2026
    M31's 2025 results show revenue lift but profit still weigh down by EDA costs and currency losses
    M31 Technology posted a record consolidated revenue of NT$1.78 billion (US$55.94 million) for 2025, up 20.3% year on year, with the fourth quarter of 2025 delivering a new quarterly...
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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook