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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

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

The CommonWealth Magazine 45th Anniversary Flagship Forum 'AI Summit Dialogue: Co-Creating a New Industrial Future' was held on the 22nd at the Marriott Hotel in Taipei. Pictured is AMD Chair and CEO Lisa Su (蘇姿丰). (Photo by Liu Wei-hung)

AMD Bets $10 Billion on Taiwan as Lisa Su Calls Island's Chip Ecosystem 'One of a Kind'

SEMI has released its latest Semiconductor Materials Market Report, showing global semiconductor materials market revenue rose 6.8% year-on-year in 2025 to $73.2 billion, setting a new all-time high. (Photo by Liu Wei-hung)

AI Fuels $73.2B Semiconductor Materials Record; Taiwan Leads 16th Year

TSMC facility. (Photo by Sean Wei)

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

Hwa Yang Precision Machinery (6983) holds a pre-listing media briefing (from left: Finance Deputy Manager Tseng Chih-kai, Chairman Chiu Chien-tai, and General Manager Hsiao Hsien-te). Photo by Wei Hsin-yang.

Taiwan’s Hidden Semiconductor Giant: Hwa Yang’s SFO Technology Challenges Global Leaders

TSMC logo.(CNA)

TSMC Unveils A13 Process as AI Demand Drives Next Chip Cycle

NVIDIA founder and CEO Jensen Huang. (File photo, by Liu Wei-hong)

‘No Contract for 30 Years’: NVIDIA’s Jensen Huang Reveals Trust-Based Ties With TSMC