Category：Finance

Delta posts outstanding Q2 figures as shares plunge amid AI concerns

Global power supply giant Delta Electronics announced record-breaking figures at its Q2 investor conference. Revenue reached NT$183.256 billion, while net profit after tax came in at NT$25.135 billion, up 22.2% from Q1 and up 80.2% from Q2 2025. Earnings per share hit NT$9.68, with both revenue and earnings setting new quarterly highs. Earnings per share for the first half of the year stood at NT$17.59.

But despite the remarkable Q2 figures, Delta shares have recently plunged, amid concerns surrounding the AI market. In just two months, shares collapsed by more than 40%, from an all-time high of NT$2,585 to around NT$1,530. Chairman Cheng Ping said he remains confident, insisting the second half of the year will outperform the first. Delta plans to continue expanding its production capacity in Thailand, the US, China and Taiwan, with capital expenditures expected to reach as much as NT$70 billion this year.

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#deltaelectronics #delta #ai #tech #shares #stockmarket

2026-07-30

Taipei holds two-day event to bolster trade with US

The Taipei-US City Products & Services Showcase kicked off on Thursday, at the NTUH International Convention Center. This year, the event will run for two days. At the opening ceremony, Taipei Mayor Chiang Wan-an was joined by the Director of the American Institute in Taiwan, Raymond Greene. The latter noted that Taiwan is currently the US’ fourth biggest trading partner, adding that the US is a top choice for Taiwanese investors. He added that the AIT will continue assisting Taiwanese firms exploring investment opportunities in the US. Let’s hear more.

Raymond Greene
AIT Director
Thanks to last year’s success, this year, the event has expanded to two days, bringing together a more diverse range of partners, and creating more opportunities for dialogue and exchanges. These connections we’ve built over the years have laid a solid foundation for deeper US-Taiwan business cooperation.

Chiang Wan-an
Taipei Mayor
After the US announced its tariffs last year, we held the first US-Taiwan showcase in Taipei. We brought together representatives from 19 US state governments in Taiwan and four major industry associations, with a total of 441 Taiwanese and American firms joining the event. The focus was Taipei’s economic and trade trends, such as AI, semiconductors, drones, robots and smart healthcare.

Chiang noted that trade between Taiwan and the US has been gaining momentum, with bilateral trade totaling a record US$256 billion in 2025. This year, the total for the first half of the year stands at US$162.6 billion, an increase of 58% from the same period last year. The Taipei government says it will continue making efforts to inject further momentum into US-Taiwan trade.

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#trade #taiwan #show #showcase #us #taipei #chiangwanan #蔣萬安

2026-07-30

TSMC’s operations in Kumamoto impacted by powerful earthquake

Also affected by Tuesday’s earthquake in Kumamoto was TSMC, which operates a production fab in the city. The company says the factory’s buildings remain structurally safe, and that employees are gradually returning to production lines. However, a full assessment of the impact of the earthquake remains to be finalized. Meanwhile, construction at TSMC’s second fab in Kumamoto has been suspended for now due to safety concerns. Let’s hear from an analyst.

Nobunaga Chai
Cloud Express
The equipment will have to be recalibrated, retested and inspected. Some parameters might have to be adjusted. With more than 200 machines requiring complex and precise procedures, it could take one week or even two. The wafers that were being made are probably completely destroyed. Assuming a capacity utilization rate of 80%, 40,000 12-inch wafers could be lost, from the monthly capacity of 50,000 wafers.

Though TSMC fabs were built by teams with extensive experience in seismic zones, experts say the violent shaking may have caused equipment to become misaligned, and wafers may have been damaged. In order for operations to resume as normal, technicians will have to recalibrate the machinery. An analyst says the disruption could affect TSMC’s profit margins for the current fiscal quarter in Japan, though insurance payouts could offset some of the losses in the coming quarter. It all depends on how long it will take for the company to recover.

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#tsmc #tech #chips #kumamoto #earthquake #quake #japan #taiwan

2026-07-29

Taiwan shares collapse on news of China semiconductor leap

Taiwan shares suffered their third-biggest crash on record on Tuesday, after reports emerged that China had made a major breakthrough in semiconductor technology. Asian markets melted down, with a 10% drop in South Korea and a 4% fall in Japan. In Taiwan, TSMC shares collapsed, and companies like Delta Electronics, Mediatek, and UMC closed limit-down, as did many memory and component firms. The Index shed 2,030 points, or 4.65% to close sharply down at 41,603 points.

The market panic stemmed from a report by American tech media outlet “The Information.” The headline rads “China begins mass production of homegrown DUV chip tools.” The plan is reportedly to produce five immersion deep-ultraviolet lithography machines in 2026, with an output target of 20 in 2027. The news has been seen as a break away from the monopoly led by Dutch firm ASML, which triggered a collective sell-off in global semiconductor equipment stocks. But, an analyst at JPMorgan believes the crash was an overreaction driven by market sentiment, as ASML maintains a significant technological and production lead over its Chinese competitors.

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#tech #china #shares #stocks #stockmarket #tsmc #chips #semiconductor

2026-07-28

AMD CEO Lisa Su unveils ‘best AI rack in the world’

AMD CEO Lisa Su has unveiled the company’s newest Helios AI rack, which she boldly calls “the best AI rack in the world.” Built for large-scale AI inference, the system features next-gen components made using TSMC’s cutting-edge 2-nm process. With AMD promising shipments by the end of the third quarter and mass production in the fourth, the battle between Lisa Su and Nvidia CEO Jensen Huang is only heating up.

Lisa Su
AMC CEO
Helios is simply the best AI rack in the world.

AMD CEO Lisa Su has a big announcement: full-scale production for the company’s newest AI rack system, Helios. It was specially designed for large AI model inference and features next-gen MI455X GPUs. For the first time, it’s also equipped with EPYC server CPUs produced with TSMC’s 2 nm processes.

Lisa Su
AMC CEO
We’re talking about 320 billion transistors. This is built with TSMC’s leading 2-nanometer and 3-nanometer process technology.

Helios reportedly is more advanced than Nvidia’s Vera Rubin when it comes to peak performance and high-bandwidth memory capacity. Su stressed that demand was strong, and that shipments would begin in Q3 and in higher volumes in Q4. She said the market for products like these is so big that there’s no single company that can do it all.

Lisa Su
AMC CEO
The only way you’re going to be able to service a market like that is for us to work together as an ecosystem. There’s no one company that can solve it all. And we have never been in a better position to lead.

Chun Hwai Tom Su
Lisa Su’s father
With a rival, you push each other to improve. Without a rival, you can just coast by, and that’s when you stop getting better.

In a recent interview, Su’s father discussed how the rivalry between AMD and Nvidia was conducive to faster developments in AI tech. According to Su, demand for AI inference is exploding, with the AI accelerator market expected to hit US$1.4 trillion by 2030. Taiwanese suppliers in the industry all stand to benefit, no matter how the rivalry plays out.

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#tech #ai #aiinference #technology #amd #nvidia #tsmc #lisasu #jensenhuang

2026-07-24

TSMC-NYCU semiconductor summer camp welcomes Ukrainian students as teachers

As the AI wave is here to stay, science education is taking root at a younger age. National Yang Ming Chiao Tung University is hosting a semiconductor summer camp, which this year welcomed students from Ukraine who communicated with the participants entirely in English. The curriculum also incorporates interactive devices designed in Taiwan, transforming difficult chipmaking principles into interactive activities that students can actually touch and play around with.

Holding an interactive device as she looks at the electrical current on the screen, a high schooler from Hsinchu uses English to explain the principles of voltage, current, and short circuits to the class. Her voice never wavers, showing remarkable stage presence.

Each summer, National Yang Ming Chiao Tung University and TSMC work together to organize the Be Light AI Semiconductor outreach program. This year, they also partnered with a Ukrainian K-12 education project to bring Ukrainian students on board. After first receiving training on semiconductors and AI, Ukrainian and NYCU students teamed up to guide students from Hsinchu Girls’ Senior High through experiments and coding.

Liya
Ukrainian student
I feel really grateful and excited and happy. I’m becoming a teacher myself, and it’s good that you see how the way you teach and the way kids are—their response to this.

Liza
Ukrainian student
I know when their lectures become boring and the students tune out. And I feel like this helped me to create better materials.

Professor Wen, who designed the program, and Lora Ho, a former senior VP at TSMC, are both former students of Hsinchu Girls’ Senior High. They also hope to expose more students to AI early in their education.

Bella
Hsinchu Girls’ Senior High student
I wanted to take advantage of this opportunity to finish the program with the assistance of these teachers.

Yang Po-hsuan
Hsinchu Girls’ director of academic affairs
First of all, Professor Wen is an alumna of our school—and a distinguished one at that. At the moment, high-school textbooks don’t have anything on semiconductors. Coming here to teach our students about semiconductors, and having Ukrainian students guide them, makes the topic into an opportunity for international exchange.

Taiwan is incorporating semiconductors into the curriculum ahead of schedule, giving students the chance to enter the industry on more solid footing.

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#semiconductors #TSMC #NYCU #highschool #summercamp #AI #BeLightAI #Ukraine #internationalexchange

2026-07-21

Ex-TSMC manager indicted for leaking secrets to Chinese firm

A former manager at TSMC surnamed Chen has been indicted for trying to leak company secrets to China. The incident came to light during an investigation into a Chinese espionage group headed by Ding Xiaohu, a Hong Kong national. After joining the group, Mr. Chen made illegal copies of 21 secret documents and drafted a project to recruit Taiwanese talent to advance China’s semiconductor industry. TSMC discovered the activity and reported it. The investigation concluded on July 20, and prosecutors are seeking seven years in prison for Mr. Chen for violating the National Security Act as well as the Trade Secrets Act.

The case follows another alleged leak involving former TSMC engineers Chen Li-ming, Chen Wei-chieh and Wu Ping-jun, who were accused of stealing and leaking key TSMC technology to Japan’s Tokyo Electron. This time, however, the technology was allegedly intended for China. Experts say China currently cannot legally obtain the world’s most advanced EUV equipment. They say that, even with aggressive recruitment and infiltration efforts, it would be difficult for any firm to successfully replicate advanced semiconductor manufacturing processes.

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#spy #espionage #tsmc #tech #technology #leaks #engineering

2026-07-21

Job market shifts south as AI boom fuels hiring surge

For decades, job-seekers all over Taiwan have been moving north, but that trend seems to be slowly reversing. According to a job bank survey, the number of job openings in Southern Taiwan increased by 10% in the first half of the year, compared with the first half of 2025. That’s a much steeper increase than the 5.8% increase in the North and the 5.1% increase in Central Taiwan. This new trend could be fueled by AI, semiconductor expansion, and the gradual formation of a tech corridor stretching from Chiayi to Pingtung. Let’s hear more.

Chung Chia-pin
Lawmaker (DPP)
Hsinchu Science Park isn’t the hottest thing anymore. Now the Southern Taiwan Science Park is in. This tectonic shift is making Southern Taiwan increasingly important, especially since historically, we’ve had plenty of water, power and land.

Hou Shuhn-Shyurng
Kun Shan University
We’ve established an AI college that the whole university is promoting. We have direct connections with more than 3,700 universities including TSMC, ASE and Innolux. Students can obtain professional certifications such as via the iPAS.

Lee Chien-I
National University of Tainan
We often hold events for alums. Thanks to their feedback, we can make adjustments to our curriculum. Every single student must take AI-enabled courses in their first year.

Universities and companies in the South are joining forces to retain talent locally. Fourteen universities have formed an alliance to work with tech companies and expand into hot fields ripe for AI such as long-term care and agriculture. With the support of major semiconductor giants, and with companies offering perks such as flexible work schedules, the North no longer seems so attractive as a career choice.

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#jobs #taiwan #career #semiconductor #chips #tech #agriculture #south #southern

2026-07-21

Company’s AI-powered eyeglasses can identify cooking ingredients

With AI, cooking has never been easier. A home electronics brand has launched AI cooking eyeglasses. When you wear them, they can be activated by your voice to identify ingredients, recommend recipes and guide you step by step through the cooking process. An accompanying AI-powered smart seasoning dispenser, can precisely measure the exact amounts of seasoning needed. Let’s take a look at these amazing new AI technologies.

Toss the scallions, garlic, and mushrooms into the pot, stir-fry, then add heavy cream, stock and white rice. No need to lift a finger—the AI stir-fryer does the cooking while you relax!

- Hello, Master Chef! With these AI cooking glasses, you can effortlessly identify ingredients, get step-by-step cooking guidance and ask for recipes on the spot.

When paired with an AI-powered smart seasoning machine, it can also record preferences and customize flavor adjustments.

Wu Li-hsiang
Taiwan head of electronics brand
Through the design of AI glasses and our smart seasoning containers, AI technology and related equipment enables everyone to easily enjoy cooking in the kitchen.

After you’ve eaten and drunk to your heart’s content, you don’t need to worry about dirty dishes. Another company has launched a “built-in sink dishwasher” that uses ultrasonic vibrations to instantly remove dirt. It can wash dishes, remove pesticide residue from fruits and vegetables and even clean eyeglasses.

Yeh Wen-cheng
Dishwasher vendor
Ordinary dishwashers use water spraying, so you have to arrange them properly so the spray can reach them to clean. Our method is to soak them in water and use the water to vibrate them, generating more than 20,000 to 40,000 vibrations per second to dislodge the grime.

Modern people lead busy, fast-paced lives. Businesses are sniffing out opportunities presented by AI trends, aiming to bring smart devices into every household.

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#smartdevices #AIdevices #homeappliances #easycooking

2026-07-20

Taiwan shares close lower after rollercoaster trading day

After a historic crash last Friday, Taiwan shares had a rollercoaster day on Monday, with a swing of more than 1,100 points between the intraday high and the low.

The market opened sharply higher, with most stocks making gains. But the strong start was just that, as sentiment quickly reversed and sent the index plummeting below 42,000 points. UMC, Watsco and Holystone Enterprise closed limit-down, while passive component giant Yageo saw its price get cut in half. Near closing time, a rebound in tech and traditional industry shares helped trim some of the losses. Ultimately the Taiex plunged by 221 points at 42,449, on trading volume of NT$985.1 billion.

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#taiex #stocks #shares #umc #watsco

2026-07-20