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    Oracle ramps AI infrastructure spending, supply chain expands to meet surging customer orders
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    PlayNitride's Micro LED AR smart glasses gain traction in industrial control and drones
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    China's export controls spark 140x yttrium price surge, fueling chip equipment fears
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    NEWS TAGGED GROWTH
    Thursday 9 April 2026
    Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
    Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
    Thursday 9 April 2026
    Microloops rides AI boom, aims to double 2026 revenue
    Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...
    Thursday 9 April 2026
    Winmate eyes 2026 growth amid rising defense and edge AI demand
    Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...
    Thursday 9 April 2026
    Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
    Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
    Thursday 9 April 2026
    LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
    Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
    Thursday 9 April 2026
    Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
    Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...
    Wednesday 8 April 2026
    Memory rally lifts Adata to record quarter, AI demand fuels outlook

    Adata reported record monthly revenue in March, surpassing NT$10 billion (US$315 million) for the first time and lifting first-quarter...

    Wednesday 8 April 2026
    Taiwan's Zhen Ding projects AI-driven surge as next-gen platforms hit production

    Looking ahead, Taiwan's printed circuit board giant Zhen Ding Technology expects a strong growth trajectory beginning in the second quarter,...

    Wednesday 8 April 2026
    AI server cooling demand boosts heat sink makers' growth outlook
    Heat sink manufacturers continue to benefit from the surge in AI-driven server growth, with Asia Vital Components (AVC), Auras, and Jentech all posting record-high revenues in March...
    Wednesday 8 April 2026
    Chinese SSD maker DapuStor sees rising QLC demand as AI drives storage growth
    Chinese enterprise SSD (eSSD) maker DapuStor entered its IPO subscription phase in early April 2026, driven by rapid expansion in AI infrastructure. The company recently observed multiple...
    Wednesday 8 April 2026
    Kioxia considers first dividend as long-term contracts shape global memory strategy
    Kioxia Holdings, Japan's NAND flash memory producer, is exploring the possibility of paying its first dividend since listing in December 2024, reflecting confidence in its growing...
    Wednesday 8 April 2026
    Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
    China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
    Wednesday 8 April 2026
    Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand
    Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92%...
    Wednesday 8 April 2026
    Broadcom, Google, and Anthropic alliance faces MediaTek competition
    Broadcom recently announced two major partnership developments. The first is with Google on its Tensor Processing Unit (TPU) application-specific integrated circuits (ASICs), with...
    Tuesday 7 April 2026
    Wonderful Hi-Tech bets on AI servers and satellites for next growth wave

    After a slower second half of 2025, marked by elevated customer inventories and a softer ordering pace, high-end cable material provider...

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    Research Report Database
    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook