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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

NYSE Content Update: AstraZeneca Celebrates Largest Transfer in NYSE History

NYSE Content Update: AstraZeneca Celebrates Largest Transfer in NYSE History

Taiwan Market Cap Reaches New High as TWSE Showcases AI Strengths at COMPUTEX

Taiwan Market Cap Reaches New High as TWSE Showcases AI Strengths at COMPUTEX

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

In May 2026, Taiwan's stock market surged past 40,000 points. (CNA)

Exclusive | Taiwan Is the World's Hottest Stock Market. That's the Problem.

Nvidia, a pure GPU supplier — often called a "shovel seller" — continues to benefit in the near term from the capital expenditure boom. (File photo by Ke Chenghui)

“AI Validation Quarter”: Big Tech Cloud Earnings Show Returns Are Finally Here