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Thursday 4 June 2026
Southern Taiwan Science Park January-April 2026 revenue tops NT$1 trillion on AI boom
Driven by the booming semiconductor industry, the Southern Taiwan Science Park (STSP) posted revenue of nearly NT$1.1 trillion (approx. US$35.04 billion) for January to April 2026,...
Thursday 4 June 2026
Kentec challenges traditional data centers with modular AI data center orders
Global AI computing demand is sweeping through the infrastructure market. Kentec, the AI data center (AIDC) system integrator and turnkey solution provider under Kenmec Mechanical...
Thursday 4 June 2026
Laster posts April profit as it refocuses automotive orders and eyes Mexico plant
LED automotive module maker Laster reported a return to profitability in April after restructuring its order mix to emphasize higher-value products. The company announced consolidated...
Thursday 4 June 2026
Ability wins surprise Japanese OEM camera order, to boost fourth-quarter 2026 revenue
Ability said it secured a new OEM order from a long-established Japanese camera brand for the second half of the year, a deal the company expects will begin ramping in the fourth quarter...
Thursday 4 June 2026
Broadcom says AI chip revenue on track to exceed US$100 billion in 2027, rules out rack business
At the earnings call on June 3, Broadcom said its AI semiconductor business continued to accelerate in the fiscal second quarter, with revenue reaching a record US$10.8 billion, up...
Thursday 4 June 2026
Broadcom advances OpenAI custom chip program, expands Anthropic AI compute initiative
Broadcom said its AI semiconductor business remained in an "insatiable" demand environment on its second quarter of fiscal 2026 earnings call on June 3, as it outlined progress with...
Thursday 4 June 2026
Broadcom forecasts strong third-quarter growth, but AI revenue outlook misses elevated expectations
Broadcom reported record second-quarter revenue and raised expectations for the current quarter, but its outlook for artificial intelligence (AI) semiconductor sales fell short of...
Thursday 4 June 2026
BE Epitaxy Semiconductor targets 1.6T CPO with AMD, MediaTek
Silicon photonics (SiPh) chip designer BE Epitaxy Semiconductor turned profitable in 2025 as demand for 800G and 1.6T co-packaged optics (CPOs) heads toward explosive growth. Backed...
Thursday 4 June 2026
Goldkey targets NT$10B funding to lock in memory supply as prices surge
Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
Wednesday 3 June 2026
Liteon: RTX Spark could turn AI PCs into personal assistants
Liteon Technology showcased AI power management and liquid cooling solutions at COMPUTEX 2026, highlighting technologies aimed at supporting both AI PCs and next-generation AI data...
Wednesday 3 June 2026
MiniMax and Z.ai seek Shanghai listings as AI compute spending grows
MiniMax and Z.ai both plan to apply for listings in Shanghai's tech-focused STAR Market, months after the two AI companies successfully launched IPOs in Hong Kong's stock market in...
Wednesday 3 June 2026
AI cooling demand keeps booming, lifting suppliers' outlook through 2029
Strong demand for AI server cooling is extending visibility for the industry, with Asia Vital Components (AVC) and Auras Technology both forecasting sustained growth through 2029....
Wednesday 3 June 2026
NAND market hits record as YMTC closes in on global rivals
The global NAND flash memory market reached a record US$46 billion in revenue in the first quarter of 2026, driven by AI infrastructure demand, higher enterprise SSD shipments, and...
Wednesday 3 June 2026
Ampak pushes AI SOM, 5G RedCap and drone edge solutions as revenue mix shifts
Ampak Technology unveiled plans to further pivot into AIoT and Edge AI integrated solutions at COMPUTEX 2026, announcing product launches including an AI system-on-module, 5G Reduced...
Wednesday 3 June 2026
Analysis: Lenovo hops on board Nvidia's AI train, but server profits still look thin
Nvidia CEO Jensen Huang's frequent appearances with global tech chairmen and CEOs signal more than AI hype. They point to a redistribution of influence across the next generation of...