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NEWS TAGGED 2026
Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Tuesday 18 August 2026
Hybrids dominate Taiwan's auto market, as carmakers intensify push with new models

Sales of hybrid vehicles have surged in Taiwan due to range anxiety and still-inadequate charging infrastructure, and carmakers are...

Tuesday 18 August 2026
ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds
Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...
Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
Tuesday 18 August 2026
WeRide weighs expansion into Australia, Japan, South Korea, and SEA

Chinese autonomous driving company WeRide is considering expansion into Australia, South Korea, Japan, and Southeast Asia as it steps...

Tuesday 18 August 2026
European industrial suppliers gain from AI data center buildout
European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid buildout of AI factories, according to Bloomberg. The shift is...
Tuesday 18 August 2026
South Korea telcos pass KRW1 trillion in first-half AI data center revenue
South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...
Monday 17 August 2026
Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses...

Monday 17 August 2026
Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026
SK keyfoundry expands 8-inch capacity as China demand strains supply

SK keyfoundry has approved KRW90 billion (approx. US$64 million) in capital spending to expand its 8-inch foundry capacity, a rare...

Monday 17 August 2026
TSMC overseas fabs see profit flip in 1H26

Since 2020, when TSMC began its overseas manufacturing buildout, the company has tracked financial results at its foreign subsidiaries...

Monday 17 August 2026
Lightmatter sets optical interconnect blueprint as AI hits copper wall

AI data centers are approaching a physical limit: as scale-up architectures stretch across multiple racks and SerDes speeds near 448G,...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Samsung's China sales overtake US; Nvidia not among top five customers
Samsung Electronics' sales to China and the US surged in the first half of 2026 as an AI-driven memory upcycle boosted its semiconductor business, while Nvidia did not rank among the...