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Taiwan's current monthly drone production capacity stands at approximately 15,000 units. The government aims to raise that figure to 100,000 by 2030, while increasing the export share from roughly 20% to 50%. Photo by Central News Agency photographer Hsu

Taiwan Plans $6.4 Billion Drone Procurement Drive, Boosting Non-Red Supply Chain Stocks

Samsung Electronics announced in February 2026 that HBM4 had entered mass production and begun commercial shipments. (AP)

HBM4 Reshapes AI Memory — and Taiwan Is Winning

After SpaceX's stock market debut, a new acronym began circulating on Wall Street and in financial media circles — 'MANGOS,' comprising Meta, Anthropic, Nvidia, Alphabet, OpenAI, and SpaceX. (Image source: via The Wall Street Journal)

OpenAI, Anthropic Near Trillion-Dollar Valuations as MANGOS Emerges

According to TPCA, Taiwanese PCB manufacturing output reached approximately USD 7.68 billion (TWD 245.6 billion) in the first quarter of 2026, marking a 19.6% year-on-year increase and a record high for the period. (Illustration/AI-generated)

Taiwan Chemical Makers Race to Supply Scarce AI Server Board Resins

As capacity tightens and costs surge, leading manufacturers are raising prices, with Taiwan makers poised for a full turnaround in profit structure. (Illustration / AI-generated)

AI Boom Sparks Quartz Price Hikes, Reshaping Taiwan Makers' Profits

Within Taiwan's test interface sector, companies have leveraged their distinct expertise in probe cards and test sockets to secure firm footholds across the global supply chain. (Illustration / Unsplash)

Behind Every AI Chip, a Taiwan Supplier Quietly Cashes In

Nvidia CEO Jensen Huang recently announced that the next-generation Nvidia Vera Rubin NVL72 platform has entered mass production. (AP)

Nvidia Rebuts Delay Claims as 800V Power Rollout Nears in 2026

SpaceX employees celebrate during the bell-ringing ceremony for the company's initial public offering (IPO) at the Nasdaq Exchange in New York on June 12, 2026. (AP)

Taiwan Rides AI Export Boom as SpaceX IPO Roils Markets

HP disclosed for the first time that AI PCs now account for 44% of its total PC shipments, up from 35% the previous quarter. (AP)

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

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

TSMC facility. (Photo by Sean Wei)

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