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Wednesday 18 March 2026
Panel makers optimistic about 1Q26 despite February revenue declines
As a result of fewer working days, major Taiwanese panel makers all reported lower revenues in February. However, companies remain optimistic about the first quarter, as customers...
Wednesday 18 March 2026
AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%
Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for...
Wednesday 18 March 2026
Laster Tech posts 4Q25 profit rebound, drives full-year turnaround
Benefiting from stabilized shipments of its LED automotive lighting modules and headlight controllers, Laster Tech reported a consolidated revenue of NT$2.201 billion (US$68.7 million)...
Wednesday 18 March 2026
Wistron eyes sales model shift as AI server volume squeezes margins
Wistron Group posted record revenue and earnings per share in 2025, driven by strong demand for AI servers. Still, its gross margin fell as higher unit prices and material costs tied...
Tuesday 17 March 2026
MSI to increase gaming product prices by up to 30% as memory costs spike
With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
Tuesday 17 March 2026
Innodisk February profit jumps as cloud, AI demand lifts earnings

Taiwan-based memory module maker Innodisk reported a sharp increase in profitability for February 2026, supported by strong demand from...

Tuesday 17 March 2026
MPI posts record 2025 revenue and profit, expands probe card production in Taiwan
Semiconductor test and measurement solutions provider MPI reported that strong demand for artificial intelligence (AI), high-performance computing (HPC), and application-specific integrated...
Tuesday 17 March 2026
MetaX GPU push delivers growth, not profit, as losses hit US$560 million

MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

Tuesday 17 March 2026
Apple acquires MotionVFX to strengthen creator tools and subscription strategy
CNBC reports that Apple has acquired video editing tools developer MotionVFX, a move aimed at strengthening its professional creative software ecosystem and expanding subscription-based...
Tuesday 17 March 2026
Memory supply chain defies seasonality with contract price hikes in 1Q26
Despite a short-term market adjustment and price softening before the Lunar New Year holidays, the memory sector saw contract price increases significantly reflected in first quarter...
Tuesday 17 March 2026
Foxconn eyes high double-digit AI server shipment growth in 1Q26
Amid rising demand for AI computing power and sustained high capital expenditure from global cloud service providers (CSPs), AI servers and data center infrastructure have become the...
Tuesday 17 March 2026
Nvidia's US$1 trillion sales projection sparks debate over AI demand outlook
Views from analysts and media on Nvidia's outlook for US$1 trillion in cumulative revenue by 2027 are mixed, with some seeing the projection as evidence of sustained demand for artificial...
Monday 16 March 2026
ASML layoffs stall, leaving workers in limbo
Dutch semiconductor equipment maker ASML announced in late January 2026 plans to cut 1,700 management positions — about 4% of its global workforce — primarily affecting...
Monday 16 March 2026
Taiwan OSAT firms log double-digit annual growth despite slow season
Benefiting from the continued expansion of AI applications, demand for chips used in high-performance computing (HPC), memory, networking, and smartphones has grown simultaneously,...
Monday 16 March 2026
Nvidia, Wistron lead charge in Taiwan's intensifying AI talent race
Wistron chairman Simon Lin highlighted that the critical gap for Taiwan's artificial intelligence (AI) development in 2025 and 2026 is talent. Not only are Taiwanese companies urgently...