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Wednesday 12 August 2026
Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after...

Wednesday 12 August 2026
Laster Tech narrows second quarter loss as LED headlamp orders improve
Laster Tech, a maker of LED headlamp modules, narrowed its loss in the second quarter of 2026 as order visibility improved and new vehicle programs moved into mass production. The...
Wednesday 12 August 2026
Tsang Yow's semiconductor parts business drives profit growth in 2Q

Tsang Yow said its semiconductor equipment components business had become a major growth driver in July, as the Taiwan transmission-system...

Wednesday 12 August 2026
Panel makers turn to AI packaging as old fabs gain value
Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...
Tuesday 11 August 2026
Global supply chains buckle as helium shortages and China's price edge hit Taiwan

Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

Tuesday 11 August 2026
Y.S. Tech lifts AI liquid-cooling push as first-half sales hold steady
Y.S. Tech reported first-half 2026 results on the back of steady shipments of high-performance computing orders and automotive cooling fans. The Taiwan-based maker said consolidated...
Tuesday 11 August 2026
Catcher says notebook component shortages cut 2Q26 revenue
Catcher said shortages of electronic components hit notebook PC shipments in the second quarter of 2026, dragging revenue lower and pressuring margins. The Taiwanese supplier said...
Tuesday 11 August 2026
Gudeng posts record seven-month revenue on EUV Pod orders and global demand
Gudeng Precision Industrial reported record revenue for the first seven months of 2026, supported by stronger EUV pod orders and rising purchases from overseas customers for advanced...
Tuesday 11 August 2026
Asus posts record July revenue on strong AI server demand
Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...
Tuesday 11 August 2026
Air freight tightens in Asia as tariff-driven ocean demand fades

Entering the third quarter, the air freight market has split along regional lines, with Taiwan, South Korea, Malaysia, Thailand and...

Tuesday 11 August 2026
Samsung set to double BOE TV panel orders as Korean TV makers reshuffle suppliers

Samsung Electronics is expected to double its purchases of TV LCD panels from BOE in 2026 while cutting orders from CSOT, as Samsung...

Tuesday 11 August 2026
Taiwan optical firms diverge in CPO push as Corning looms large

Co-packaged optics (CPO) remains a key focus in the AI era. Beyond advanced packaging and testing, compound semiconductors, and other...

Tuesday 11 August 2026
UMT sees LEO demand rebound, targets 20%+ satellite revenue growth in 2H26
Demand for low-Earth orbit (LEO) satellite communications continues to expand, supporting growth at satellite communications component supplier Universal Microwave Technology (UMT)...
Tuesday 11 August 2026
Radiant braces for Apple delays as auto, AI PC lift growth
Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
Monday 10 August 2026
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...