TSMC’s US and Japan expansion lifts Trusval
Applied Materials and TSMC team up at EPIC Center to fast-track AI chip development
China AI model boom pulls smartphone supply chain into ecosystem battle
China’s generative AI sector is seeing another wave of aggressive fundraising, with leading large language model (LLM) developers rapidly securing capital while expanding ties with consumer electronics and device ecosystems.
E Ink eyes 25% growth in 2026 on surface push
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 server assemblers and suppliers of cooling, board materials, rail kits, and server-management chips.
Fitipower eyes 2Q26 growth on OLED DDI ramp
VSO Electronics pins growth on AI cable demand and in-house leak-detection line for late 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 liquid cooling and advanced server thermal suppliers from more traditional cooling players.