Data Analysis on Taiwan's Companies and Economy

Taipei Ledger

Features

Stories about Taiwan's companies and economy, from filings and official data. Two new ones a week; subscribers also get them by email every Friday.

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  Electronic parts prices climb faster than Taiwan's factory-gate averageFor companies that source chips, memory and circuit boards from Taiwan, official price data, the makers' own revenue and distributors' lead-time reports all point the same way.11 November 2026
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  TSMC now builds the logic layer inside SK hynix's AI memoryOne part of TSMC's role in memory is confirmed, another rests on a single report, and Taiwan's own memory makers reported revenue up 347.9% on a year earlier.10 November 2026
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  Inside Taiwan's bourse: foreign owners, chip weight and a listing queueForeign investors, technology companies and a pipeline of new listings make up the market behind Taiwan's shifting place in the world rankings.10 November 2026
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  Data centres are racing ahead of the power to run themCloud groups keep raising their spending while grids struggle to keep pace, and Taiwan's power and cooling suppliers are booking more revenue.10 November 2026
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  Taiwan Writes AI and Chips Into Law, Budgets and the GridMinistries are tying artificial intelligence and semiconductors to statute, spending plans, the tax code and power supply at the same time.10 November 2026
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  Taiwan's Trade-Show Calendar Fills Up, and One Date Moves EarlierAs AI crowds the exhibition halls, SEMICON Taiwan is shifting its slot, while Computex and Taipei Cycle have set their next dates.10 November 2026
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  Nvidia's Taipei campus takes shape as its server builders' sales climbNvidia's Constellation headquarters now has its land and its contract, while eight Taiwan-listed server makers reported combined revenue up 66.2% on a year earlier.10 November 2026
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  Inside TSMC's filings: record sales, bigger bets and new partnersMonth after month, the chipmaker's own disclosures show an expansion it is funding itself and sharing with partners.10 November 2026