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    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders
    6min ago
    Apple's shadow looms over TSMC's Sony sensor deal
    25min ago
    Synnex sees strong growth in value-added commercial IT, semiconductors
    29min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED GROWTH
    Monday 10 August 2026
    Winmate revenue rises as defense and edge AI orders gain momentum

    Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened,...

    Monday 10 August 2026
    Ability Enterprise July revenue hits decade high on stronger optical module shipments
    Ability Enterprise posted July revenue of NT$1.159 billion, up 10.5% from June and 64% from a year earlier, reaching its highest monthly level since December 2016. The Taiwanese optics...
    Sunday 9 August 2026
    WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027
    WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...
    Sunday 9 August 2026
    Rohm sees AI server demand lift first-quarter profit 4,825%
    Rohm Semiconductor reported sharply higher first-quarter results on August 5, 2026, as recovering demand for automotive power semiconductors and strong AI-linked data center business...
    Sunday 9 August 2026
    Hanwha Aerospace turns trillion-won profit into AI, unmanned warfare push
    South Korea's Hanwha Aerospace posted a second-quarter 2026 operating profit of more than KRW1 trillion (approx. US$704.9 million), highlighting its ability to expand military exports...
    Sunday 9 August 2026
    Genius Electronic Optical revenue rose 39% in July as lens demand entered peak season
    Genius Electronic Optical (GSEO) reported July 2026 consolidated revenue of NT$2.422 billion on August 7, up 39.28% from NT$1.739 billion in June and 1.63% from NT$2.384 billion a...
    Sunday 9 August 2026
    VSO's Vietnam expansion and AI-server growth point to bigger upside, but memory shortages cloud the outlook
    VSO Electronics said its Vietnam plant is on track for trial production by the end of December 2026 as it expands its presence in AI server applications, liquid-cooling leak detection,...
    Saturday 8 August 2026
    Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
    Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
    Saturday 8 August 2026
    Compeq says satellite and data center orders will drive second-half growth
    Compeq Manufacturing said on August 6 that satellite and data center demand helped lift second-quarter performance, with revenue reaching a record for the period and management expecting...
    Saturday 8 August 2026
    Clevo bets on differentiated design for 2H26 notebook growth
    Clevo president Simon Tsai said AI is extending from infrastructure to consumers, boosting not only the PC industry but also traffic at IT malls. At Clevo's Buynow retail chain, humanoid...
    Saturday 8 August 2026
    Sercomm July revenue rises 51% on Wi-Fi upgrade demand
    Sercomm Corporation reported July revenue of NT$7.98 billion, up 51% from a year earlier and a new monthly high, as rising AI adoption continued to drive network traffic and equipment...
    Friday 7 August 2026
    WinWay revenue jumps as AI test socket orders drive growth
    WinWay Technologies said orders from AI customers and stronger demand for advanced testing products lifted shipments in the second quarter of 2026, with revenue rising for a fourth...
    Friday 7 August 2026
    Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

    Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

    Friday 7 August 2026
    Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
    Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
    Friday 7 August 2026
    SK hynix Invests 54T Won in Y2 and M17 Fabs

    SK hynix Inc. (or "the company", www.skhynix.com) announced today that it has decided to build new fabs in Yongin and Cheongju to respond to the continuously growing...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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