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Thursday 11 June 2026
Taiwan chips in as drone makers ditch China supply chains

Taiwan's drone supply chain is notching fresh wins, with downstream players such as Thunder Tiger and Taiwan's Aerospace Industrial...

Thursday 11 June 2026
MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Thursday 11 June 2026
Sercomm posts 55% jump in January-May revenue and forecasts 2026 operating growth
Sercomm Corporation said its revenue for the first five months of 2026 hit a record NT$30 billion (US$950 million), up 55% from a year earlier, signaling continued momentum in telecom...
Thursday 11 June 2026
Aleees reportedly wins long-term Tesla order as LFP supply chain shifts
A reported long-term order from Tesla could give Taiwan's Aleees a bigger role in global lithium-ion supply chains as electric vehicle and energy storage makers seek alternatives to...
Thursday 11 June 2026
Niching Industrial sees heat spreader revenue hit record on AI server demand
AI servers and high-performance computing demand are driving stronger cooling needs worldwide, and Niching Industrial said the trend is sharply lifting its heat spreader business....
Thursday 11 June 2026
Transsion turns from Africa phones to energy storage, but the harder fight is just starting
Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
Thursday 11 June 2026
Taiwan rugged PC suppliers gain multi-year order visibility as Europe accelerates rearmament
Europe's push to strengthen defense self-sufficiency is beginning to translate into tangible opportunities for military technology suppliers, with Taiwan-based rugged PC makers expecting...
Thursday 11 June 2026
AIDC books NT$12.8 billion in new orders as long-term MRO work offsets trainer production peak
Aerospace Industrial Development Corp. said on June 10 that it had secured NT$12.8 billion (approx. US$400 million) in new orders in the first half of 2026, driven by demand for aircraft...
Thursday 11 June 2026
Pegatron May revenue hits 2026 high as server business gains momentum
Pegatron announced on June 10 that its May 2026 revenue reached NT$95.96 billion (approx. US$3.04 billion), up 10.06% from April and 11.99% from a year earlier, as growth across the...
Thursday 11 June 2026
Oracle revenue surges, but heavy AI spending prompts investor concern
Oracle posted a strong close to its fiscal year, with fourth-quarter revenue climbing 21% to US$19.2 billion — slightly ahead of analyst expectations — driven by near-doubling...
Thursday 11 June 2026
CanSemi IPO exposes strains in China's mature-node chip push
CanSemi Technology's planned ChiNext listing has exposed the financial strain behind China's push to build mature-node semiconductor capacity, as the Guangzhou-based foundry seeks...
Thursday 11 June 2026
Wistron ITS rebrands as WITS to scale chip and AI engineering in software-hardware integration pivot
Wistron ITS has officially changed its name to WITS. Chairman Ching Hsiao pointed out that the rebranding signifies the company's transition from software into the new frontier of...
Thursday 11 June 2026
Exclusive: Astera Labs sees switch chips becoming biggest revenue driver by end of 2026

Astera Labs expects its Scorpio switch-chip business to become its largest revenue contributor by the end of 2026, marking a shift for...

Wednesday 10 June 2026
Advanced semiconductor demand fuels Liying's fluorine recycling expansion
As demand for AI chips continued to surge, utilization rates at advanced semiconductor process lines kept climbing, making the circular-economy treatment of waste hydrofluoric acid...
Wednesday 10 June 2026
TXC eyes 30% optical module share by 2027
AI and optical communications demand are pushing frequency components toward higher frequencies, smaller sizes, lower power consumption, ultra-low jitter, and very high stability....