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Tuesday 26 May 2026
Kian-Shen reports 2025 revenue decline but eyes growth in electric bus chassis and sustainable transport
Kian-Shen Industrial, a unit of Yulon Motor, reported on May 26 that 2025 consolidated revenue fell to NT$1.246 billion, a 15% decrease from the prior year, as customer labor shortages,...
Tuesday 26 May 2026
Taiwan MLCC makers plug into AI server demand
AI servers are driving a surge in demand for high-end passive components, rapidly eating into multilayer ceramic capacitor (MLCC) capacity and extending lead times to more than 16–20...
Tuesday 26 May 2026
Recharge Power to list and partner with J&V to pursue millisecond-response storage for AI data centers
J&V Energy Technology announced the launch of a subsidiary focused on supercomputing. It said its system-level energy storage unit, Recharge Power, will list on the emerging stock...
Tuesday 26 May 2026
Chun Yuan Steel positions for growth as Toyota readies Taiwan production base
Chun Yuan Steel outlined strategic moves on May 25 as it pursues new growth opportunities tied to Toyota's plan to establish a Taiwan production base and to rising demand from China's...
Tuesday 26 May 2026
TECO completes Malaysia's Dynaciate acquisition to boost data center build capacity
TECO Electric & Machinery announced on the 25th that it signed an agreement to acquire about 78% of Malaysian engineering firm Dynaciate Engineering Sdn. Bhd. for roughly 200 million...
Monday 25 May 2026
Physical AI boosts edge demand, lifting IPC order visibility
According to market research firms, the global edge AI market is forecast to post a compound annual growth rate of 26% through 2032, while the overall edge computing market is expected...
Monday 25 May 2026
Zeng Hsing boosts robotics and smart manufacturing push to underpin midterm growth
Zeng Hsing Industrial held its annual general meeting on May 25. It approved the 2025 business report and financial statements, the earnings distribution plan, amendments to the articles...
Monday 25 May 2026
GoPro takeover talks highlight China's growing clout in cameras
GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products...
Monday 25 May 2026
Nvidia's Vera CPU push lifts LPDDR outlook for Samsung, SK Hynix
Nvidia's decision to sell its Vera CPU as a standalone chip could create a new source of demand for low-power DRAM, adding another pressure point to the already tight memory supply...
Monday 25 May 2026
Foxtron advances full-stack EV vision at 2026 shareholder meeting
Foxtron Vehicle Technologies convened its 2026 annual shareholder meeting on May 22, where Chairman Andy Lee presided over the proceedings, which included the approval of the company's...
Monday 25 May 2026
AI servers drive order growth; Weltrend's fan motor driver IC visibility strong
At its earnings conference, Weltrend Semiconductor described the first quarter of 2026 as an exceptional one. Despite the period being historically slow, the company posted year-over-year...
Monday 25 May 2026
Nan Pao joint venture nears full capacity as semiconductor demand rises

Nan Pao Resins Chemical is accelerating its push into the high-end semiconductor materials market through a joint venture with Advanced...

Monday 25 May 2026
Anthropic-Microsoft deal could broaden ASIC demand across cloud supply chains
Anthropic has reportedly approached Microsoft about renting AI computing power running on Microsoft's in-house chips to expand support for its Claude model business. The move is a...
Monday 25 May 2026
AI data centers spark 800V HVDC rush for Taiwan lead frame suppliers

The shift toward 800V high-voltage direct current (HVDC) power architectures in AI data centers is driving a surge in demand for power...