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NEWS TAGGED 2026
Friday 14 August 2026
Taiwan machine tool exports return to growth in July

Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July,...

Friday 14 August 2026
Samsung Electro-Mechanics glass substrate plan slips, with mass production now seen after 2028
Samsung Electro-Mechanics has again delayed its semiconductor glass substrate commercialization schedule after a prototype reportedly failed a customer's reliability review. The setback...
Friday 14 August 2026
Phison reports record second quarter profit as AI storage demand surges
Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...
Friday 14 August 2026
Taiwan's AIDC sees homegrown drone complete GPS-denied flight tests
Taiwanese aerospace manufacturer Aerospace Industrial Development (AIDC) stated that its AIxVNAV vision-based unmanned aerial vehicle (UAV) navigation and positioning system has passed...
Friday 14 August 2026
SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
Friday 14 August 2026
Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
Chinese automakers are reshaping Europe's car market, and the pressure is forcing global rivals into uneasy partnerships that could trim costs while raising strategic risks. For drivers,...
Friday 14 August 2026
Lenovo turns a memory-price shock into a share gain
Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...
Friday 14 August 2026
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
Friday 14 August 2026
Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...
Friday 14 August 2026
Cerebras raises 2026 outlook as hardware sales weaken
AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
Friday 14 August 2026
Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
Friday 14 August 2026
Kioxia eyes customer trials for PCIe Gen6 optical SSD

Kioxia is developing a PCIe Gen6 optical SSD and hopes to work with customers on its next prototype, as the Japanese memory maker tackles...

Friday 14 August 2026
Intel tests system memory to ease AI KV-cache pressure
Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput...
Friday 14 August 2026
PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026
Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins
Asia Tech Image (ATII), the sensor module unit of Asia Optical Group, held its online earnings call for the second quarter of 2026 on August 11, with president Iris Wu personally detailing...