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Friday 14 November 2025
Ilitek completes T-Con integration, eyes DDI product synergy in 2026
DDI supplier Ilitek held an earnings call on November 12, 2025, attributing its third-quarter revenue growth to the completion of platform transitions by key customers and the start...
Friday 14 November 2025
Riding the satellite boom, Taiwan's UMT forecasts 40% revenue growth in 2025
Amid the global surge in AI data center construction, reported delays in third-party data center projects in the US have highlighted hidden infrastructure bottlenecks resulting from...
Friday 14 November 2025
Taiwan drone maker Thunder Tiger invests US$22 million in southern expansion
Taiwanese drone manufacturer Thunder Tiger recently announced that its board of directors has approved a NT$710 million (US$22.88 million) investment to purchase land and factory...
Friday 14 November 2025
AI backlog to 2027 propels Quanta into its fastest expansion cycle yet
Quanta says its AI-server backlog now stretches to 2027, forcing the company to speed up expansion and raise output for a second consecutive year. AI-server capacity is expected to...
Friday 14 November 2025
Hsin Hsin Galaxy posts 415% net income surge in 3Q25 amid peak season, new customer expansion
E-commerce service provider Hsin Hsin Galaxy (HHG) reported consolidated revenue of NT$1.32 billion (approx. US$42.5 million) in the third quarter of 2025, up 23.97% year-over-year,...
Friday 14 November 2025
Nvidia AI servers drive strong electronics demand, breaking seasonal downturn in 2026

With demand for AI servers accelerating, Taiwan's electronics supply chain is preparing for an unusually strong fourth quarter in 2025...

Friday 14 November 2025
ASUS AI servers near 20% of 3Q25 revenue
ASUS held its earnings call on November 11, 2025, reporting that in the third quarter of 2025, brand revenue reached NT$189.9 billion (US$6.1 billion), up 21% year-over-year, setting...
Friday 14 November 2025
ADATA sets new quarterly profit records amid strong memory market demand
ADATA Technology Co. (ADATA) has reported record-breaking financial results for the third quarter of 2025, marking a clean sweep of quarterly highs in operating gross profit, operating...
Thursday 13 November 2025
Foxconn confirms OpenAI partnership, doubling down on trillion-dollar compute race
Foxconn chairman Young Liu used the company's latest earnings call to deliver a message: artificial intelligence is no longer just a growth driver—it is now the most decisive...
Thursday 13 November 2025
Taiwan's materials suppliers ride AI and semiconductor boom into record revenue

Taiwan's major materials distributors — Niching Industrial, Wah Lee Industrial, Topco Scientific (TSC), and Chang Wah Electromaterials...

Thursday 13 November 2025
Chicony Electronics 3Q25 profit surges 23% on premium product mix
Electronic components supplier Chicony Electronics reported stable growth in the third quarter of 2025, supported by higher sales of high-margin products, a slight depreciation of...
Thursday 13 November 2025
Wistron sees rising margins as AI server demand surges
Wistron expects its robust 2025 momentum to continue into the first quarter of 2026, fueled by sustained, strong demand for artificial intelligence (AI) servers.
Thursday 13 November 2025
Taiwan Mobile posts 11% YoY profit rise in 3Q25 as new tech business gains momentum
Taiwan Mobile reported its financial results for the third quarter of 2025 on November 12, posting consolidated revenue of NT$46.34 billion (US$1.5 billion), operating income of NT$5.12...
Thursday 13 November 2025
Hiwin eyes 2026 growth driven by semiconductor and robotics
Transmission component maker Hiwin reportedly expects overall industry conditions to clarify only after March 2026, despite stable current market demand with customers focusing on...
Thursday 13 November 2025
Inventec anticipates growth in 2026 fueled by servers and NB
Inventec President Jack Tsai stated that AI demand has been strong, and server shipments are expected to achieve double-digit growth in 2026, with AI servers growing more than 40%...