CONNECT WITH US
NEWS TAGGED SHIPMENTS
Thursday 9 July 2026
Compeq says AI and satellite demand offset seasonal slowdown

HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

Thursday 9 July 2026
China 618 smartphone sales fall 13% as Huawei takes lead
China's smartphone sales fell 13% year over year during the 2026 618 e-commerce shopping festival, as higher memory costs and less aggressive promotions weighed on demand, according...
Thursday 9 July 2026
Innodisk revenue surges on AI memory demand and price hikes
Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...
Wednesday 8 July 2026
Novatek beats second-quarter revenue guidance on strong customer stockpiling
Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...
Wednesday 8 July 2026
ELAN revenue hit the top of forecast as notebook and AI products gained traction
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
Wednesday 8 July 2026
HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems
US cloud service providers (CSPs) are continuing to expand AI-related capex, which has in turn driven up data center server rack specifications and power architectures. As a result...
Wednesday 8 July 2026
AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026
Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor...
Wednesday 8 July 2026
ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates...

Wednesday 8 July 2026
Apple's first foldable reportedly enters production, but a record price and delayed sales loom
Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers...
Wednesday 8 July 2026
WinWay's record June revenue driven by full AI test interface orders
WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other...
Tuesday 7 July 2026
AI servers and MacBook demand push Quanta revenue to new record

Strong AI demand lifted Quanta's revenue to a record high in June 2026 and pushed second-quarter sales to a new peak, with servers...

Tuesday 7 July 2026
AI server demand tightens power device supply as lead times stretch to 270 days

AI server demand is lifting shipments of motor-related power devices at Cystech Electronics, helping the Taiwanese MOSFET and diode designer...

Tuesday 7 July 2026
AI phones could exceed half of smartphone shipments by 2027 as costs rise
The smartphone market is facing cost pressure in 2026 as rising prices for memory and other upstream components lift handset costs. Brands are responding by increasing phone prices...