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Thursday 14 May 2026
Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles...
Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Wednesday 13 May 2026
Canada opens limited EV market to China as automakers jockey for position
Under a new Canada-China electric vehicle (EV) agreement, Lotus, owned by China's Geely Group, has become one of the first automakers to begin shipments to Canada from Chinese ports...
Wednesday 13 May 2026
Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
Wednesday 13 May 2026
India's smartphone shipments fall in 1Q26, signaling value-led market shift
India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
Wednesday 13 May 2026
Lite-On, Delta benefit from surge in AI server power demand
April results from Taiwan's power electronics sector underscored how deeply artificial intelligence infrastructure is reshaping demand for energy systems, with strong growth across...
Wednesday 13 May 2026
Middle East war triggers helium crunch, sends China gas prices up 10-fold

As the Iran war and the geopolitical uncertainty it has triggered continue to intensify, global technology supply chains are coming under...

Wednesday 13 May 2026
Taiwan machinery exports rise for 15th month on AI and semiconductor demand
Taiwan's machinery exports expanded for the 15th consecutive month in April 2026, as sustained demand for AI infrastructure and semiconductors lifted shipments of electronic equipment...
Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
Tuesday 12 May 2026
Viking AI revenue jumps to 12% as resistor lead times stretch to 15 weeks
Viking, a major maker of automotive thin-film resistors, said AI-related revenue rose quickly to 12% in the first quarter of 2026 from less than 5%, helped by stronger shipments for...
Tuesday 12 May 2026
AcBel Polytech teams with OmniOn and Kinpo Group to target AI power-supply market
AcBel Polytech reported record first-quarter consolidated revenue in 2026, driven by rising demand for enterprise and data-center power, but flagged muted near-term profit performance...
Tuesday 12 May 2026
Compeq emerges as key supplier in AI and low-orbit satellite boom
Compeq Manufacturing said first-quarter 2026 revenue reached a record high for the period, driven by sustained demand from major US customers for smartphones, notebooks, and low-earth-orbit...
Tuesday 12 May 2026
Himax targets 2026 rebound on auto DDI and AI glasses momentum
Himax Technologies said its revenue and profit in the first quarter of 2026 both came in at the upper end of its original financial forecasts, and it expects operations to trend higher...
Monday 11 May 2026
Ennostar sees 2Q26 rebound on stronger component demand
Ennostar said its core losses narrowed significantly in the first quarter of 2026 from the previous quarter, despite the seasonally weak period for the industry, and expects a marked...