09
Sep
Jin Lian Cheng Resources completed an upgrade to its desulfurization production line as demand increased for lead-acid battery recycling tied to high-spec uninterruptible power supply (UPS) systems used by semiconductor plants. The Taiwanese waste lead-acid battery processor said the upgrade restored normal operations while improving sulfur oxide treatment, real-time monitoring, and environmental management.
09
Sep
Huaqin signs Nanchang projects as robotics push widens
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group’s local manufacturing base into embodied-AI robotics and data collection, according to Hongguan News reporting on Sina Finance.
09
Sep
Enterprise AI spending gives Taiwan’s Systex a new growth wing
Systex reported consolidated revenue of NT$5.9 billion (approximately US$187 million) in August 2026, up 61.91% from NT$3.64 billion a year earlier. Revenue for the first eight months reached NT$38.01 billion, rising 39.65% from NT$27.22 billion in the same period of 2025. Both monthly and cumulative revenue hit record highs for their respective periods.
09
Sep
Samsung, LG secure roles as key suppliers for Apple’s foldable iPhone
Apple’s expected first foldable iPhone is set to channel a significant share of its component value to South Korean suppliers, with Samsung Display (SDC), LG Innotek, Samsung Electro-Mechanics (Semco), Samsung Electronics, and SK Hynix securing positions across displays, cameras, substrates, passive components, and memory.
09
Sep
Ledlink Optics posts 21-month revenue high on AI server, auto demand
Ledlink Optics reported that August revenue climbed on stronger AI server and automotive demand, with consolidated revenue reaching NT$134 million. The figure rose 3.21% from July and 20.42% from a year earlier, as the Taiwan-based supplier said both businesses supported growth heading into the second half of the year.
09
Sep
Google steps up green power purchases in Taiwan for 24/7 carbon-free electricity
Over the past half-year, multinational companies and semiconductor suppliers have pressed the government to reduce surplus power conditions. To increase the flexibility of green power transfer and matching, Taiwan Power (Taipower) has planned to launch Sandbox 3.0 in October 2026, which market watchers expect will help address TSMC’s surplus electricity issue and add flexibility to Taiwan’s renewable energy market.
09
Sep
Ample Electronic hits 120% utilization as MLCC customers step up copper paste orders
Ample Electronic Technology said strong demand for passive components and artificial intelligence (AI) server-related products is boosting business momentum, as multi-layer ceramic capacitor (MLCC) customers ramp up copper paste purchases.
09
Sep
Realtek expands cloud AI push with ASIC and SSD chips
Realtek chairman Sun-Chien Chiu, who received an honorary fellowship from Taiwan’s Industrial Technology Research Institute (ITRI) this week, said in a public interview that the company is already generating revenue from ASIC projects and has started expanding into 3nm products. Although Realtek’s ASIC business is still far smaller than MediaTek’s, Chiu said it will continue to grow as more projects come in.
09
Sep
Getac sees growing drone orders, with 2027 revenue contribution reaching up to 12%
Getac Holdings is expanding aggressively into drone opportunities on the back of its strong industrial rugged computer foundation, making the segment a continued growth driver in the second half of 2026.
09
Sep
Samsung turns to Japan for packaging edge, narrows HBM gap with SK Hynix
Samsung Electronics has opened an advanced packaging research center in Yokohama, bringing development work closer to Japanese suppliers that provide critical materials and equipment for high-bandwidth memory (HBM) as the company works to narrow its market-share gap with SK Hynix.