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    Commentary: Behind Micron's bet for a long memory demand cycles
    1h 49min ago
    Interview: Qnity's Taiwan investment to focus on advanced packaging, CPO and cooling
    1h 49min ago
    GPU and ASIC new platforms to drive stronger server shipments in 2H26
    1h 49min ago
    South Korean memory makers weigh stronger profits from general DRAM than HBM
    1h 49min ago
    MCU price hike expectations drive early 1H26 pull-ins
    1h 49min ago
    iPhone 18 Pro price hike: Memory costs or margin play?
    1h 50min ago
    NEWS TAGGED REVENUE
    Monday 29 June 2026
    Chengxi approved for Taipei Exchange listing as AI reshapes customer service

    Chengxi Information said on June 26 that the Taipei Exchange board approved its listing application, with Mega Securities serving as...

    Monday 29 June 2026
    AI demand drives Foundry 2.0 market revenue up 23% in 1Q26, says Counterpoint
    Global revenue for the semiconductor industry's "Foundry 2.0" market reached US$86 billion in the first quarter of 2026, up 23% year-over-year, driven by strong demand for AI accelerators...
    Monday 29 June 2026
    Wistron expands US production to meet AI server demand

    Wistron is stepping up factory spending in the US, Taiwan, and Southeast Asia to meet rising demand for AI servers. The expansion signals...

    Monday 29 June 2026
    Foxconn unit ShunSin confirms TSMC COUPE partnership; capex to hit NT$5 billion for CPO and OCS
    ShunSin Technology Holdings, Foxconn's semiconductor packaging and testing subsidiary, is accelerating its transition toward co-packaged optics (CPO). The company's latest appointment...
    Monday 29 June 2026
    Potens expands into AI cooling and power markets, server revenue share hits double digits

    With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

    Monday 29 June 2026
    Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

    Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

    Monday 29 June 2026
    AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
    AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI...
    Monday 29 June 2026
    Niching targets higher margins as heat spreader orders extend through year-end
    Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro...
    Monday 29 June 2026
    As SpaceX plans more launches, Eson seeks to scale satellite parts business
    The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries,...
    Monday 29 June 2026
    LinkCom leans into AI networking and high-power power modules to drive growth
    LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power,...
    Monday 29 June 2026
    Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
    Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...
    Monday 29 June 2026
    Jih Lin rides AI power demand to clip packaging
    Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
    Sunday 28 June 2026
    Trusval reports record 2025 profit, eyes global growth in 2026
    Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains...
    Sunday 28 June 2026
    CALIN shifts into land, sea, air and space markets as Starlink samples move forward
    CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan...
    Saturday 27 June 2026
    DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity
    Taiwan networking equipment maker DrayTek held its shareholders' meeting on June 26, acknowledging its 2025 business and financial reports along with its profit distribution plan.
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook