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6-inch SiC substrate prices recover as supply tightens and demand picks up

Tomorrow's Headlines

South Korean equipment and materials makers accelerate hybrid bonding R&D for HBM5 and beyond

Tomorrow's Headlines

Jul

14

2026

Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains

Bosch starts sample production at its first US chip plant after securing up to US$225 million

Commentary: Terafab and DRAM reveal Tan's long-term vision for Intel

Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

Google reportedly ramps up TPU push to court Nvidia-backed cloud providers

TSMC and Vanguard drive Taiwan's silicon foundry revenue up 54% YoY in June

Intel challenges HBM leaders with XBM and ZAM in a bid to reshape AI memory

AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

Taiwan IC designers join forces to capture bigger prize in AI vision solutions

AI demand lifts entire Taiwan semiconductor supply chain in June, memory revenue nearly quadruples

Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

Innolux 1H26 revenue hits 5-year high on auto, advanced packaging

Intel concentrates its European chipmaking in Ireland with EUR5 billion Leixlip expansion

UMC pushes into silicon photonics in Singapore to ride AI's connectivity crunch

Iron Force revenue rises in June as auto stability and AI cooling drive growth

Liying tops NT$100 million as AI chip demand lifts semiconductor services

Gemtek says optical module ramp will drive growth from 2027

Volkswagen pushes leaner 2030 overhaul as US sales and BEV demand lag

Agility Robotics-backed Mantis Robotics sets 2027 rollout for dual-arm MR-X robot

Aurotek posts record first-half revenue on semiconductor automation demand

Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact

Academia Sinica lifts Taiwan 2026 growth outlook to 10.16% on AI demand

Taiwan raises 2026 growth outlook as AI demand drives exports and investment

Lite-On commits US$919 million to new Texas manufacturing base

C Sun sees advanced packaging and PCB demand driving 2026 revenue

Gudeng Precision Industrial posts record second quarter revenue on advanced semiconductor carrier demand

iST June revenue rose as AI chip validation demand strengthened

Ion Electronic Materials posts 30% June revenue growth on advanced gas demand

Trusval sets record first-half revenue as AI factory demand pushes orders to 2027

Quartz component makers raise prices as material costs bite

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

TASC reshuffles management as PASC targets 2027 Taiwan Innovation Board listing

China quantum research wins UNESCO, IEEE honors

Analysis: Why Meta's AI strategy sparked a market misread

US chases AI talent abroad as China strengthens its homegrown pipeline

US-funded researchers barred from working with blacklisted Chinese entities from 2027

China launches first 8-inch 2D chip line to bypass EUV limits

Samsung brings HBM, logic, and optics together in packaging push

Column: Physical AI's rivalry shifts from companies to states

WeLeader Biomedical posts record 1H26 revenue on stronger health screening demand

Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building

Fiber filter maker sees June and first-half revenue rise on tech demand

Interview: UK's AI sovereignty pitch — research at home, scale with Taiwan

Jul

13

2026

SK Hynix shares plunge after blockbuster Nasdaq ADR debut

Samsung develops glass interposer as TSMC expands packaging capacity

Yulon Nissan revenue hits five-month high on stronger June sales

Taiwan's auto parts makers pivot to high-tech as AI cooling, chip equipment demand surges

China Life commits US$700M to semiconductor fund under Beijing's patient capital strategy

SK Hynix reportedly starts Nvidia HBM4 shipments ahead of September ramp

Trump admin reportedly urged Apple to procure chips from Intel in exchange for dropping tariffs

Tesla AI5 chip reportedly completes tape-out for Samsung's Texas fab

Pegatron June revenue rose 15.9% on server shipments and AI expansion

Intel eyes dual-side power in 1.4nm push against TSMC

TSMC June 2026 revenue surges 68% as AI demand continues to fuel growth

China's 2030 target for 30% NEV adoption raises the stakes for foreign automakers

Aker rides on auto and industrial demand for quartz shipments

Tencent seeks control of Manus after China blocks Meta's US$2 billion AI deal

MiniMax bets US$2 billion on AI infrastructure as lock-up selloff deepens its split with Z.ai

Chiayi Science Park Phase 2 breaks ground for advanced packaging hub

Samsung targets 2029 Yongin fab opening as infrastructure timetable tightens

SK Group chair: US investment plan will far exceed US$35B

Meta, MediaTek, TSMC push AI chips to challenge Google

Leadsun pursues strategic partnerships as Xiangyin targets top-tier power retail status

Trans-Sun Materials posts record revenue on AI server and HPC demand

Huawei reportedly backs 12-inch DRAM fab to reduce memory dependence

Applied Materials India eyes larger role in global chip equipment development

AI, LEO, and broadband upgrades lift Taiwan networking makers

US chip factory buildout faces possible delays as labor shortage nears 157,000 by 2030

Exclusive: China's notebook ODMs are closing in fast on Taiwan's manufacturing crown

CPO mass production accelerates new four-stage test equipment market

Nanya lifts long-term capacity to 50%, eyes 4x capex in 2027

Infineon urges TSMC to consider a second Dresden fab as demand outlook evolves

Apple reportedly accelerates AI chip roadmap as next-gen Macs prioritize neural processing

Weekly news roundup: TSMC widens AI chip lead as HBM and CoWoS bottlenecks reshape supply chains

China's Nvidia H200 pivot reveals why CUDA still rules AI

Nvidia's HVDC shift could reshape data center power chains worldwide

India opens first CMP pad technology hub in Hyderabad

Taiwan's Jiin Ming joins Japan-Ukraine Drone Cluster talks on drone systems

Europe, UK, and US financial sectors respond differently as advanced AI reshapes industry and regulation

MediaTek revenue beat lifts second-quarter outlook as seasonal demand builds

KYEC approves US$1.4 billion US plant to expand chip testing capacity

Acer posts 13-year second-quarter revenue high on PC and diversified growth

India roundup: India's chip strategy tests its ability to build a competitive ecosystem

SuperAlloy revenue climbs on recycled aluminum and semiconductor certification progress

Sitronix sees zero-capacitance TDDI and automotive DDI drive growth

AI buildouts accelerate MLCC shortages; Taiwan firms eye 2H26 spillover orders

Trio revenue rises on AI server battery backup demand in June

Global defense boom unlocks new paths for automakers

SK Hynix hybrid bonding push signals next phase of HBM packaging race

Largan ramps variable aperture lens in 3Q as smartphone demand rebounds

AI shifts toward 'slow thinking' as agent era approaches, says Google DeepMind's VP of research

Arm CEO: AI agents to drive CPU demand as infrastructure shifts beyond GPUs

AI infrastructure demand lifts WPG, WT Microelectronics to record Q2 revenue

Egis sells part of iCatch stake as ASMedia becomes largest shareholder

Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

ChainSea Information Integration lifts first-half revenue to record on AI customer service demand

AI era accelerates Foxconn's shift to global 24-hour cybersecurity coverage

AI's new gatekeepers: US and China tighten grip on frontier models

MA-tek hits record June revenue on rising AI chip testing demand, CPO complexity

Western automakers tap defense manufacturing to absorb idle capacity as military spending surges

Musk assembles Intel, SpaceX talent for Tesla wafer fab ambitions

Column: Steel industry shifts from capacity to performance

Jul

12

2026

Infinitix signs Sarawak AI pact to expand Southeast Asia cloud services

Coretronic's second quarter revenue topped NT$10 billion as display weakness persisted

Column: Compute is no longer the AI bottleneck. Memory is — and suppliers know it

Palo Alto Networks says AI agents are driving demand for identity security

SmartSens targets 2027 commercialization of Micro LED optical interconnects for AI infrastructure

Taiwan PCB leaders launch fundraising wave for AI data centers

InP supply crunch leaves South Korea exposed

Porsche warns China luxury car demand remains weak, product gap may extend to 2028

Greenfiltec revenue climbed 19% in 1H26 on stronger AMC filter shipments

Hermes Testing's June revenue more than doubles as advanced chip test demand surges

South Korean startup CSO eyes global Earth observation market as optical payload heads for orbit

Jul

11

2026

Taiwan connector maker Bellwether turns high-current design into patent licensing moat

Flytech lifts second-quarter revenue 38% on box PC and POS demand

Song Chuan hits record June revenue on AI power and storage demand

Lianyou Metals posts record second-quarter revenue as tungsten supply tightens

WITS posts record first-half revenue as AI and chip design drive growth

Record chip profits mask a widening divide inside Samsung

TV panel prices fall in July as weak demand expected to hit 3Q26

Samsung, SK Hynix margins seen near Micron's 80% level as memory prices surge

Interview: Why Geckos bets materials, not chips, will decide the next AI performance leap

Cisco says agentic AI will triple enterprise network traffic within three years

Samsung's CXL 3.1 memory delay lays bare Intel, AMD server platform lag

AIDVs become latest challenge for automakers in SDV transition

QuantumDiamonds sets up Asia HQ in Taiwan, installs first regional system at iST

SunplusIT clears Intel and AMD eUSB hurdle, starts thermal imaging shipments ahead of July listing

China's display makers raise billions to close the OLED gap — and South Korea is watching

Amtran posts 13% 1H26 revenue growth citing product mix shift

Laster lifts second-quarter revenue 13% as new vehicle launches approach

Mobilint touts NPU for physical AI, with CEO urging South Korea to accelerate development

Apple sues OpenAI as its own suppliers Foxconn and Luxshare line up behind a rival device

Jul

10

2026

China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze

China recovers Long March 10B booster in reusable rocket milestone

Nvidia’s Jensen Huang heads to Japan with RTX Spark as AI PC competition heats up

Largan samples CPO product in July 2026, eyes GC edge

SK Hynix breaks Alibaba's US listing record — but HBM customers will wait until 2028 for the capacity it funds

ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges

Nanya Technology posts record profit as gross margin nears 80%

Sigurd posts record second quarter revenue as Hsinchu plant starts ramping up

Acer unit Highpoint posts record first-half revenue on Asia-Pacific growth

Wolfspeed challenges Navitas over GaN and SiC patent boundaries

Samsung plans new PC chip in push beyond smartphones

Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

Smartphone financing set to cover 42% of India sales in 2026

Insight: TSMC's 2nm lead widens, Intel 14A slips beyond 2030, Samsung 4nm fills on HBM4 demand

SK AI Summit postponed as SK eyes closer alignment with Nvidia GTC

Asus June revenue tops NT$100 billion as AI servers drive growth outlook

Apple's US$30 billion Broadcom deal puts its server-chip plans back in focus

Taiwan firms race ahead on AI agents, raising governance stakes

Google Cloud says Taiwan's AI shift to production could shape global enterprise use

TSMC CoWoS output reportedly to reach at least 200K wafers in 2027

JCET sets US$1.4bn capex for AI packaging expansion as China orders stay strong

Topco Scientific's June revenue hits record high on strong photoresist, quartz cloth demand

Luxshare's weak HK debut highlights investor skepticism over AI transition

Meta bets on price to crack AI model market, testing whether frontier intelligence stays premium good

Analysis: Samsung, SK Hynix, and Micron's diverging approach to HBM4 base dies

Apple drives 70% surge in edge AI smartwatch sales as health features gain traction

Huawei joins China Mobile, Baidu to build China's first NPO optical interconnect standard

Micron's US$250 billion memory push sharpens three-way race with Korean and Chinese rivals

GigaDevice's 1H26 profit surges 1,099% on memory chip shortage, higher prices

Japan Display to close HK sales subsidiary as part of overseas operations restructuring

Taiwan seeks a bigger role in the global LEO satellite race

GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs

India scraps duties on electronics and battery components to boost local manufacturing

CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

EU tariffs push Chinese carmakers to seek deeper ties in Europe

Meta readies Iris chip, locks in supply for push to 14 gigawatts

CSP ASIC demand drives structural growth in high-speed interconnects

HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

India's clearance of the Dixon-Vivo venture marks a cautious opening for Chinese electronics money

OpenAI pushes deeper into AI agents as Cursor joins intensifying enterprise race

China's AI talent demand spreads into chips, rare earths, and new materials

Taiwan robot dog platform could give island early edge in global robotics race

Malaysia solar firms rush to secure stock before China tax breaks end

Liteon Technology June revenue jumps 37% on AI server power demand

Global Mixed-mode Technology says second-quarter revenue met expectations as it sees seasonal demand in late 2026

Hushan reports June sales as North America aftermarket demand cools briefly

Arbor posts record June sales as edge AI demand lifts first-half revenue

JPC Connectivity June revenue hits a new high on AI data center demand

Cadmen sees stronger revenue ahead as Industry 4.0 orders fill through 2026

EU mandates driver distraction alerts in new cars

Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap

China's silicon-to-agent AI stack headlines WAIC 2026 in Shanghai

China's StepFun, ZTE's Nubia vie for 'world's first AI agent smartphone' at WAIC

Mitsubishi Chemical, JSW ramp GaN substrate capacity for EVs and data centers

King Slide leans on R&D, automation, and global expansion to defend margins

Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport

E&R Engineering advances glass substrate pilot production to 2H27

Ledlink says recovery gathers pace as auto lens sales hit record highs

Taiwan completes E10 gasoline standard, setting stage for wider bioethanol use

Ennostar's stake sale in Global Communication Semiconductors could lift 2Q results

Winmate's June revenue hits record on defense and edge AI demand

Neousys posts June revenue growth as edge AI demand broadens globally

Advantech posts sharp June revenue gains as edge AI demand spreads globally

Xiaomi Auto launches new sub-brand for long-range SUVs

D-Link wins SpaceX, German telecom orders in supply-chain and 4G push

ADATA Technology to launch tender offer for Tittot in cultural industry push

Thunder Tiger sees Taiwan's edge in drone supply chains

European startup unveils humanoid robot design, real-time learning system

Samsung's mobile business balances stronger demand against mounting profit pressure

PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

How semiconductors are turning Gujarat into India's next electronics powerhouse

Surviving 120°C: Taiwan's rescue robot dog passes its trial by fire

Taiwan just built its own robot dog — its first mission: fighting fires

TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

Kioxia, SanDisk ship BiCS10 samples as NAND comeback takes shape

Z.ai widens lead over MiniMax: China's AI model race shifts from scale to staying power

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

Mistral Robotics model puts France's industrial AI push in focus

LG Innotek expands Vietnam footprint with new IC substrate plant

Former chip designer turned VC delivers reality check on AI, CPO hype

Out of the shadows, India's Northeast stakes its claim in electronics

Jul

9

2026

Micron commits $250 billion to US chip buildout as New York fab breaks ground ahead of schedule

Micron to invest up to $3 billion in US semiconductor supply chain, anchored by GlobalWafers wafer deal

Pegatron chairman urges Taiwan to rethink nuclear power amid energy-security risks

Phison 1H26 revenue tops NT$100B as AI orders extend to 1H27

Release of GPT-Live and Grok 4.5 shows boundaries of the new AI frontier

Delta Electronics 1H revenue up 41% as AI power, cooling demand accelerates

HIWIN and Hiwin Mikrosystem post record June sales on semiconductor and robotics demand

CXMT seeks US$4.1bn in China's biggest 2026 IPO for DDR5, HBM

Tesla skips the AIDV talk—it already owns SDVs

CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

Power-Win sees stronger momentum as battery recycling market expands

Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Apple's Broadcom deal extension shows wireless independence remains a distant dream

Rebellions' IPO plan tests market appetite for inference chips

GlobalWafers says wafer demand is improving as chip cycle heals

Planet Technology reports June revenue growth as it expands cybersecurity lineup

Samsung eyes broader Exynos 2700 use in Galaxy S27

Shanghai Fudan Microelectronics forecasts sharp rise in 1H26 profit

Wistron and Wiwynn post record-high revenue in 1H26 on strong AI server, networking shipments

Inventec expects server shipments to rise quarterly as component shortages loom

Lynas signs long-term partnership with JS Link for Malaysia magnet factory

Memory costs slash low-end phone output and pressure PA shipments

SK Hynix targets AI infrastructure role with Nasdaq ADR listing

Server ODMs race to expand globally as parts shortages bite

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Samsung Display reportedly scraps cheaper Apple XR panel as focus turns to AI smart glasses

Gem Terminal June sales dipped as AI cooling and green power demand rose

Nvidia expands alliance strategy as AI chip ecosystem shifts toward collaboration

China escalates scrutiny of Anthropic's Claude Code over alleged 'backdoor' risk

Samsung, SK Hynix rethink hybrid bonding timeline for next-gen HBM

Commentary: China's AI chip race leaves 15 chipmakers chasing SMIC's 7nm capacity

What China's rumored limited reopening to Nvidia's H200 implies for US-China chip contest and Beijing's drive for self-reliance

Analog Devices acquires Empower Semiconductor and enters AI power market

Analysis: Sovereign AI is chipmaking's next growth driver — but not everyone gets a seat

Infineon blocks Innoscience GaN products from US market after patent win

Nan Pao Resins posts June sales record on price hikes and early customer orders

Univacco posts record revenue on card demand

Foxconn builds integrated semiconductor ecosystem spanning IC design, SiC, and advanced packaging

Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing

Largan investor conference to spotlight optical communications push and smartphone demand

China AI compute race enters supernode era with Huawei Atlas 950 WAIC debut

Taiwan firms accelerate overseas expansion as subsidy loan quotas run dry

Yesiang expects foundry expansion to drive revenue growth in 2H26

Partner Tech posts 7.45% first-half revenue gain on higher-value product shift

Foxconn expands RBA audits as AI server demand drives global factory growth

UMT lifts first-half profit 70% as satellite demand stays strong

Anpec June revenue rises on fan motor driver IC demand

Tung Yang sees demand rebound as market uncertainty eases

Edom posts record first-half revenue on AI and networking demand

HHGalaxy to invest US$13.5 million in aCommerce to expand across Asia

Taiwan says 2025 power supply stayed ample as demand eased

Taiwan says China's slow growth could become the new normal

Altos posts record first-half revenue as AI education demand rises

OpenAI loses safety chief as leadership turnover continues ahead of IPO

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

Honor expands Taiwan smartphone push with flagship and midrange launches

BTL Group completes first HVDC power rack test as AI bookings extend to year-end

Arterytek posts record second-quarter revenue on stronger MCU demand

AWS to host 2026 summit in Taipei with OpenAI and Anthropic

Chang Wah Technology posts record June and second quarter revenue on stronger demand

Wistron backs Taiwan open source AI model and boosts compute for startups

Chenbro posts record June revenue as server and AI demand accelerate

Analysis: AI data centers face mounting power hurdles as Taiwan grid strain deepens

China's AI chip buyers turn from Nvidia to local suppliers in H20 squeeze

Compeq says AI and satellite demand offset seasonal slowdown

China 618 smartphone sales fall 13% as Huawei takes lead

Foxconn's Young Liu says sovereign AI is turning data center supply chains local

SK Hynix supplier talks show AI memory boom shifting pricing power

Asian VCs urge startups to expand regionally before targeting the US

Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Innodisk revenue surges on AI memory demand and price hikes

Interview: UK courts Taiwan suppliers for AI hardware buildout

Yulon Nissan sticks to 2026 sales target as currency pressure builds

Ruihe Carbon targets diesel backup market with ammonia-to-hydrogen system

Record 84-month auto loans raise concerns over longer US vehicle replacement cycles

Generative AI drives enterprise content automation as Taiwan localization gains momentum

Salesforce Ventures shares AI investment playbook at Asia VC Summit, eyes Taiwan startup

PLAUD rides AI hardware-subscription model to US$100 million ARR

Team Group posts record first-half revenue on industrial and AI demand

Compal's Rayonnant expands liquid cooling lineup for AI servers

Macronix and Winbond post record June revenue as memory prices stay firm

SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain

Jul

8

2026

Grab's Uber-affiliated director steps down from board with foodpanda Taiwan acquisition in process

Asia VC leaders call for deeper cross-border tech investment at inaugural regional summit

Novatek beats second-quarter revenue guidance on strong customer stockpiling

ELAN revenue hit the top of forecast as notebook and AI products gained traction

Samsung's Jae-yong Lee heads to Sun Valley Conference for likely AI talks

Taiwan and South Korea to deepen startup investment ties

HVDC power to ramp up in 2H26, as Delta eyes momentum in AI power systems

France-Taiwan tech ties move from talks to factory floor

AI memory boom turns price hikes into antitrust flashpoint across supply chain

Microsoft starts swapping OpenAI and Anthropic models for its own in apps

TSMC earnings call could signal how long the AI boom can keep lifting its outlook

AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

Netherlands presses China talks on Nexperia and ASML trade frictions

National Center for Instrumentation Research helps academia break 2D materials bottleneck

Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Wistron chair: AI demand remains strong as sovereign AI broadens global market

CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera

Samsung's HBM4 comeback hinges on one chip-level advantage

Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

Volkswagen faces defining test as board weighs sweeping restructuring in face of Chinese competition in its biggest market

Weblink International posts record quarterly revenue on AI demand and enterprise upgrades

Inspur forecasts sharp first-half profit growth

Dongfeng Nissan seeks turnaround amid weak Chinese auto market

AI servers squeeze MOSFET supply while PC slump tests power component pricing power

Meta enters AI visual race as ByteDance's Seedance reportedly reaches 90% gross margins

China cost cuts put US$1T robotaxi market within reach by 2040

LG Electronics posts higher 2Q26 revenue and operating profit

Beijing's rumored AI model debate signals new era of technology controls

China unveils memristor chip for real-time neural dynamics, pushes computing into millisecond range

Apple reportedly broadens iPad OLED driver supply, chipping at Samsung's grip as foldables enlarge the pie

ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand

ZillTek posts steady revenue growth on PC, auto and hearing aid demand

Chinese equipment maker wins first large-format PLP lithography order for AI packaging equipment

Msscorps posts record 2Q revenue on AI and chip testing demand

ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

Enterprise SSD shortage lifts DDR4 8Gb 3Q26 contract prices

ADATA revenue tops 2025 full-year total as memory supercycle gains pace

China eyes AI model curbs as tech rivalry moves beyond chips

Ennoconn hits record June revenue as AI and smart factory orders keep climbing

China's AI labs race to build custom AI chips while ASICs threaten Nvidia's dominance

PGC 2Q26 revenue hits record as advanced-node orders stay strong

Sodium batteries to cut below LFP costs in 2027, reshaping energy storage economics

As Synopsys exits legacy manufacturing software, chipmakers may move toward in-house factory tools

Apple's first foldable reportedly enters production, but a record price and delayed sales loom

Onsemi sells two fabs to cut costs and sharpen power chip focus

Global PMX revenue rises as advanced foundry and AI cooling demand strengthen

Tesla starts public road tests of Cybercab

Microloops revenue hits record on cloud server cooling demand

Sharp taps Foxconn for US$1.9 billion new-business push

Meituan open-sources LongCat-2.0 as China's domestic AI stack gains momentum

Satellite sovereignty goes global: Asia and Europe move to cut the Starlink cord

Pegatron chairman downplays Intel CPU price hike worries

Genius Electronic Optical June sales rise as mobile phone price impact appears limited

Kinko Optical sales jump 73% as smart glasses push takes shape

Foxsemicon June, 1H26 revenue hits record on AI orders

Foxconn pivots to strategic investing, says timing and team trump tech

Foxconn chair: Two of four AI customer groups yet to reach full-scale demand

Silicon Labs says Matter 1.6 will accelerate smart home growth

Wistron sees AI demand holding up as sovereign AI gains traction

Ennostar and Everlight turn up growth in 2Q26

WinWay's record June revenue driven by full AI test interface orders

US, China take divergent paths toward humanoid robot scale-up