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Monday 6 July 2026
Chicony Power June revenue rises on pull-forward demand and server power sales
Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
Monday 6 July 2026
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
Monday 6 July 2026
Apple's foldable phone could lift foldable market momentum
Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to...
Monday 6 July 2026
Foldable phone market braces for second-half launch wave
The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift...
Monday 6 July 2026
Front-loaded Asia-Pacific shipping demand keeps freight rates elevated into peak season
Sea and air freight capacity stayed tight as the second-half shipping season approached, with strong exports of AI and semiconductor products from Taiwan to the US continuing to pressure...
Monday 6 July 2026
Transcom lifts 2Q26 revenue 29% on defense and satellite demand
Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the...
Saturday 4 July 2026
Machvision's June revenue hits another record due to AI demand
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...
Friday 3 July 2026
Medical demand, multimedia shipments drive Sonix recovery as drone strategy gains traction
With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers...
Friday 3 July 2026
Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

Friday 3 July 2026
Kioxia begins sample shipments of 10th-generation flash memory
Kioxia has begun sample shipments of 1Tb triple-level-cell memory devices built with its 10th-generation BiCS FLASH 3D flash memory technology. The move underscores the race to supply...
Friday 3 July 2026
Sinbon lifts revenue to record levels as humanoid robot work advances
Sinbon reported record monthly revenue in June 2026 and new highs for the second quarter and the first half of 2026, driven by stronger demand in green energy and industrial applications...
Friday 3 July 2026
Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and...

Thursday 2 July 2026
DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026
GIS pivots to semiconductors and optics as memory shortages hit touch demand

Touch module maker General Interface Solution Holding (GIS) said the second half of 2026 will be more challenging as global memory...

Wednesday 1 July 2026
China's humanoid robot boom turns physical AI from prototype to production

China's humanoid robot sector is moving faster than expected, with new unicorns, policy support and maturing supply chains pushing physical...