Taiwan’s Wah Lee expands into specialty gases as materials costs are passed on quarterly

Wah Lee Industrial said it has formally moved into investments in standard gases and other supplies needed by wafer fabs, with its Tainan logistics center set to open in the second half of 2026 to support future growth. Chairman Gary Chang also confirmed that the company will pass on higher costs for semiconductor and PCB products quarterly as raw material prices climb.

Continue reading

From boom-bust to structural growth? Memory’s US$1 trillion moment puts AI thesis to the test

First Micron, then SK Hynix, join the trillion-dollar club, capping an extraordinary repricing of an industry once dismissed as a commodity play. The milestone is more than a valuation story: it crystallizes a structural debate about whether AI has permanently transformed memory’s earnings profile, a bubble concern as Chinese rivals ramp capacity, and a sharpening geopolitical contest over who controls the bandwidth backbone of artificial intelligence.

Continue reading

GlobalWafers expands into space, drones, marine applications; uses specialized solar tech to avoid China’s low-price competition

The global solar industry remains trapped in a low-price competition ruled by Chinese manufacturers, but geopolitical shifts are creating new opportunities for differentiated players. GlobalWafers Chairwoman Doris Hsu stated after the company’s shareholder meeting on May 26 that the company has successfully expanded its solar products into diversified applications across marine, terrestrial, and aerospace sectors through specialized solar technologies. Hsu explained that three main factors give reason for a significant portion of GlobalWafers’ solar cell shipments to be exported to the US market.

Continue reading

Yulon advances AI-driven transformation to boost domestic production and exports

Yulon Motor Group outlined its 2025 results and 2026 outlook at its annual shareholders’ meeting on May 27, announcing continued domestic production and export pushes while deploying artificial intelligence (AI) to strengthen competitiveness and drive transformation. The company reported that 2025 stand-alone revenue was NT$16.655 billion, operating profit was NT$529 million, net profit was NT$979 million, and earnings per share were NT$0.93, while consolidated revenue for 2025 reached NT$72.355 billion with net profit of NT$3.594 billion and EPS of NT$0.93.

Continue reading

TAITRA says Computex participating firms exceed US$10 trillion in market value

Computex 2026 is set to officially open in Taipei, and Taiwan External Trade Development Council (TAITRA) Chairman James C.F. Huang has stated that the combined market capitalization of foreign companies participating in forums and keynote sessions at this year’s event exceeds US$10 trillion. He also said that TAITRA has allocated the entire Taipei International Convention Center (TICC) exclusively to Nvidia for GTC Taipei 2026.

Continue reading