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HP's AI PC Shipments Hit 44%, Igniting Broadest Tech Upgrade Cycle in a Decade

AI server manufacturers are entering peak shipping season ahead of schedule, with positive outlooks for foundries, advanced packaging, passive components, silicon wafers, CCL, ABF substrates, memory chips, and the broader AI supply chain. (Illustration /

Sell the News, Buy the Dip: Taiwan's AI Supercycle Isn't Over

Nvidia CEO Jensen Huang (黃仁勳) held a global press Q&A in Taipei on June 2, addressing the N1X platform co-developed with MediaTek. Huang said the N1X is not a one-off product, with Nvidia already planning follow-on N2X and N3X generations, and committed t

Jensen Huang Points to Optical. Taiwan's BE Epitaxy Is Already There.

Ennostar Chairman and President Patrick Fan said the company's push into optical communications is driven entirely by market demand. (Photo: Ennostar Holdings Facebook Page)

Taiwan's Ennostar, TSMC Bet on Micro LED to Power Nvidia's AI Clusters

Yageo founder and chairman Pierre Chen (陳泰銘), ranked third on Taiwan's 2026 Forbes wealth list with a net worth of approximately $10.5 billion. (Photo by Tsai Chin-chieh)

Yageo Turns Passive Components into AI Infrastructure Powerhouse

Among stocks receiving foreign broker upgrades, IC test handler maker Hon Precision stands out as the most notable. From left: General Manager Chang Chien Jung-li, Senior Vice President Weng De-kui, Chairman Hsieh Min-ta, and Vice President Chao Chen-ming

Foreign Brokers Bet Big on Taiwan's AI Test Leader Hon Precision

Taiwan's recent 'potato crisis' continues to generate controversy, spanning import policy debates and questions over whether sprouted potatoes are safe to eat. Beyond policy discussions, the phenomenon of potatoes sprouting within days of purchase has als

Is Your Kitchen Killing Your Potatoes? 3 Storage Hacks You Didn’t Know

Hon Hai Technology Group (Foxconn)。(File Photo)

Hon Hai Seen as Taiwan's Next AI Catch-Up Play After April's Rally

Beyond the political and economic landscape, corporate earnings, and stock market performance, attention must also be paid to Warsh, Trump's pick to succeed the Federal Reserve chair in May. (AP)

Taiwan Stocks Clear 40,000 as TSMC Rule Reshapes Fund Flows

MediaTek's next-generation flagship 5G chip, the Dimensity 9500. (Photo by Wei Xinyang)

Goldman Sachs Sees MediaTek as AI Chip Bellwether, Nearly Doubles Price Target

TSMC's 2nm Expansion Drives Demand Across Taiwan's Semiconductor Materials Supply Chain

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