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    Analysis: New AI race is redefining semiconductor industry at Computex
    4min ago
    Exclusive: SK Group and Foxconn talks could signal deeper Taiwan-Korea AI supply chain ties
    7min ago
    NAND market hits record as YMTC closes in on global rivals
    11min ago
    EU's EUR20B AI gigafactory ambition faces delays as global rivals surge ahead
    12min ago
    SK may pause SK Siltron sale as AI strategy gains priority over financial restructuring
    Jun 2, 18:24
    AI cooling demand keeps booming, lifting suppliers’ outlook through 2029
    Jun 2, 18:24
    Nvidia, Infineon and GIGABYTE back supply chain cooperation to ease AI power bottlenecks
    Jun 2, 18:05
    Micron, Samsung and SK Hynix join Anthropic in a supply chain shift
    Jun 2, 18:05
    NEWS TAGGED REVENUE
    Thursday 28 May 2026
    Marvell expands silicon photonics, switching, and interconnect roadmap
    Marvell Technology used its first-quarter fiscal 2027 earnings call to detail accelerating progress across optical, copper, and silicon photonics-based connectivity, signaling that...
    Thursday 28 May 2026
    Synopsys raises fiscal 2026 outlook after strong second-quarter revenue growth
    Synopsys raised its fiscal 2026 revenue target after reporting a 42% year-over-year rise in second-quarter sales, driven by continued demand for AI-related chip design tools and verification...
    Thursday 28 May 2026
    Chief Telecom sees AI demand pushing AIDC leasing past 50% and plans further expansion
    Chief Telecom said AI computing demand drove stronger leasing interest in its artificial intelligence data center business, lifting 2025 results. The firm did not rule out another...
    Thursday 28 May 2026
    Yageo signals possible price hikes as Japanese and Korean passive component makers raise prices
    Passive component manufacturer Yageo held its 2026 annual shareholders meeting on May 27. In a post-meeting interview, chairman Pierre Chen confirmed that the world's two largest multilayer...
    Thursday 28 May 2026
    China Airlines rides Taiwan's AI boom to record cargo profits

    China Airlines said demand tied to artificial intelligence (AI) infrastructure and semiconductor shipments is helping fuel a strong rebound...

    Thursday 28 May 2026
    Asia Optical bets on robot lenses and AR/VR push for 2026 growth

    Asia Optical reported 2025 consolidated revenue of about NT$26.44 billion and net profit attributable to the parent of NT$1.843 billion,...

    Thursday 28 May 2026
    Shiny Chemical sees AI and advanced semiconductor processes drive IPA and PM capacity expansion
    Shiny Chemical Industrial said demand for its electronic-grade products is being driven mainly by advanced semiconductor processes, AI, and high-performance computing, with its share...
    Thursday 28 May 2026
    Ezconn moves up AI optics chain with CPO and silicon photonics

    Ezconn expects US cloud providers' AI data center expansion to sustain demand for high core count optical products through at least...

    Wednesday 27 May 2026
    Unitree sprints toward IPO as profits crumble under rising costs
    Chinese humanoid robot maker Unitree Robotics is moving quickly toward an initial public offering, but its latest prospectus points to the commercial challenges still facing the se...
    Wednesday 27 May 2026
    Yulon advances AI-driven transformation to boost domestic production and exports
    Yulon Motor Group outlined its 2025 results and 2026 outlook at its annual shareholders' meeting on May 27, announcing continued domestic production and export pushes while deploying...
    Wednesday 27 May 2026
    IREN signs US$1.6bn Dell deal for Blackwell AI systems to expand Texas data center capacity
    IREN Limited has signed a purchase agreement with Dell Technologies for air-cooled Blackwell-based systems intended to support its previously announced five-year US$3.4bn managed services...
    Wednesday 27 May 2026
    Daxin Materials advances into Low Dk and Low Df market for booming AI server and LEO satellite applications
    Taiwan-based Daxin Materials posted stronger revenue and profitability in 2025 as rapid growth in semiconductor materials offset a still-cautious display market recovery, with AI-...
    Wednesday 27 May 2026
    Global DRAM revenue surges toward US$100 billion in 1Q26 on AI-driven demand
    Global DRAM revenue climbed sharply in the first quarter of 2026, approaching the US$100 billion threshold as artificial intelligence demand and tight supply conditions pushed prices...
    Wednesday 27 May 2026
    WinWay's new Kaohsiung plant to break ground on May 29
    WinWay Technology's orders are already booked out five to six months in advance, says company Chairman Mark Wang. He expects new production capacity coming online at the company's...
    Wednesday 27 May 2026
    CSP capex surge fuels hot AI server demand and tight supply in 2026
    The global AI server market continues to expand at a rapid pace, driven by higher capex from large cloud service providers (CSPs) and rising demand for generative AI infrastructure...
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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
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    CPC
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook