News tagged Taiwan monthly tracker at DIGITIMES

NEWS TAGGED TAIWAN MONTHLY TRACKER

Monday 15 June 2026

Taiwan's IC design sector posts sharpest gains in years; May data hints at further acceleration into 2H26

Taiwan's fabless semiconductor design sector posted its strongest year-over-year growth figures in years as of May 2026, with a cluster of memory-adjacent and storage chip makers leading...

Monday 15 June 2026

AI server tracker: Taiwan's AI supply chain posts triple-digit gains in May as server makers and memory chips surge

Taiwan's listed semiconductor and electronics companies posted robust revenue growth in May 2026, with the latest monthly data revealing a widening split between AI infrastructure...

Friday 12 June 2026

Taiwan compute suppliers rise on booming AI demand, with several firms extending strong growth

Taiwan's semiconductor and electronics supply-chain companies continued to post generally firm sales in May, according to monthly revenue data and company disclosures, with the strongest...

Friday 12 June 2026

AI server tracker: Taiwan's AI server build chain widens as rack suppliers outpace peers

Taiwan's server supply chain continues to benefit from AI infrastructure, with growth spread across connectors, cables, cabinets, rails, and system assembly. But the pace varies, as...

Wednesday 10 June 2026

TSMC's May revenue grows 30% as AI demand and tight capacity support outlook

TSMC reported consolidated net revenue of about NT$416.98 billion (approx. US$13.2 billion) in May 2026, up 1.5% from April and 30.1% from a year earlier. The figure set a new monthly...

Friday 15 May 2026

AI server tracker: Optical module suppliers show mixed momentum as AI networking demand reshapes market

Taiwan's optical module supply chain delivered mixed April 2026 results, reflecting uneven demand patterns across AI infrastructure and...

Wednesday 13 May 2026

AI server tracker: ASPEED sees sustained growth as AI server demand strengthens BMC market outlook

ASPEED Technology has continued to show strong revenue momentum in recent years, supported by structural changes in global data center infrastructure and the rapid expansion of AI...

Wednesday 13 May 2026

Taiwan's semiconductor supply chain posts broadly positive April; AI demand clearly visible across ecosystem

Of the 238 Taiwan-listed semiconductor and related companies tracked by Digitimes, 73% (173 companies) posted positive year-on-year revenue growth in April 2026, and...

Wednesday 13 May 2026

AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026

From substrates to servers, Taiwan industry gains from the AI infrastructure surge

April results across Taiwan's electronics hardware supply chain underscored how deeply artificial intelligence infrastructure is reshaping demand patterns — from advanced materials...

Tuesday 12 May 2026

AI server tracker: Taiwan AI server sales show gains spreading beyond TSMC

Taiwan's AI server supply chain delivered another month of strong April sales, with growth extending from TSMC's chipmaking base to...

Tuesday 12 May 2026

Taiwan thermal firms ride AI server boom, AVC and Auras lead 2026 surge

Taiwan's thermal management sector continued to diverge sharply in early 2026, with AI server demand increasingly separating high-growth...

Tuesday 12 May 2026

Taiwan AI testing boom lifts KYEC, MPI, and WinWay to record 2026 revenue

Taiwan's semiconductor testing and probe card supply chain maintained solid momentum entering 2026, driven by continued AI accelerator, high-performance computing (HPC), and advanced...

Friday 8 May 2026

TSMC reports record April sales as AI chip demand puts Asia supply in focus

TSMC said on May 8 that revenue for the first four months of 2026 rose 29.9% from a year earlier, offering a further sign of the strength of the world's largest contract chipmaker...

Friday 8 May 2026

AI boom reshapes global EMS supply chain as Taiwanese firms extend lead

As 2026 entered its second quarter, market research firm DIGITIMES released its ranking of the world's top 20 electronics manufacturing...

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BIZ FOCUS

Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook