CONNECT WITH US
NEWS TAGGED 2026
Friday 8 August 2025
Sony raises annual forecast despite 100% tariff risk
Despite the ongoing threat of new US tariffs on semiconductors, Sony Group has raised its financial forecast for fiscal year 2025. Media outlets, including Bloomberg and Nikkei,...
Friday 8 August 2025
DDR4 price rally stalls as market shifts toward DDR5
Spot market prices for DDR4 memory, which soared during the second quarter of 2025, have begun to lose steam in the third quarter as demand from end customers shows signs of coolin...
Thursday 7 August 2025
Taiwan’s Scientech posts record 1H25 profit, warns on FX impact as orders surge
Semiconductor equipment provider Scientech posted record revenue, gross margin, and operating profit for the second quarter of 2025. However, a sharp appreciation of the New Taiwan...
Wednesday 6 August 2025
The China risk: what keeps global chip toolmakers up at night
ASML, Lam Research, and KLA Corp. posted strong second-quarter 2025 earnings, reflecting solid demand across the semiconductor supply chain, fueled by growth in AI, high-bandwidth...
Wednesday 6 August 2025
AMD accelerates AI growth with MI355 ramp and MI400 series launch planned for 2026
During AMD's latest earnings call, chair and CEO Lisa Su said the company delivered a strong first half of 2025, with Client and Gaming segment revenue growing 68% year-over-year....
Wednesday 6 August 2025
Supermicro lowers FY26 outlook despite FY25 AI-driven growth
Supermicro capped fiscal 2025 with record growth, highlighting strong AI infrastructure demand and new data center platforms. However, its lowered fiscal 2026 outlook signals rising...
Wednesday 6 August 2025
Phoenix Silicon International pushes monthly capacity to 1.2M wafers by 2026
Leading reclaimed wafer manufacturer Phoenix Silicon International (PSI) announced on August 1 that its board has officially approved a capital expenditure plan of NT$4.379 billion...
Tuesday 5 August 2025
Onsemi to shed 5% of 2025 revenue as part of strategic shift toward higher margins
Onsemi plans to eliminate approximately 5% of its 2025 revenue through the exit of legacy and non-core products, aligning with its Fab Right strategy and broader transformation efforts...
Monday 4 August 2025
CyberLink reports steady 2Q25 revenue growth, eyes stronger AI PC impact in 2026
On June 30, CyberLink held an online investor conference to announce its financial results for the second quarter of 2025. The company reported revenue of around NT$599 million (approx...
Monday 4 August 2025
China eases InP restrictions; LMOC projects stable 3Q25, strong 800G demand through 2026
LandMark Optoelectronics Corporation (LMOC) expects third quarter 2025 revenue to remain flat or edge higher as China eases export restrictions on indium phosphide (InP) substrates...
Monday 4 August 2025
IPC maker Posiflex elects new board, eyes double-digit growth for 2026
Industrial PC (IPC) firm Posiflex held an extraordinary shareholders' meeting on July 30 to conduct a full board re-election. Under this new leadership team, the company expects to...
Monday 4 August 2025
Ventec to launch Thailand factory in 2026 to serve US, Asia auto and aerospace markets
Ventec International Group, a specialty manufacturer of copper-clad laminates (CCLs), has commenced construction of a new manufacturing facility in Thailand as part of its broader...
Monday 4 August 2025
Taiwan boosts military drone orders 16-fold as tensions with China escalate
Taiwan plans to spend more than US$1.68 billion acquiring 48,000 military drones by 2027, a 16-fold increase from current levels, as the island strengthens defenses against growing...
Saturday 2 August 2025
Tokyo Electron cuts profit forecast amid weaker semiconductor equipment demand and China slowdown
On July 31, 2025, Tokyo Electron (TEL) revised its operating profit forecast for the fiscal year ending March 2026 to JPY570 billion (US$3.83 billion), an 18% decline from the previous...
Friday 1 August 2025
CoWoS growth stalls on fiberglass crunch; Unimicron sees relief in 2026
Unimicron Technology said AI-related products will account for more than 30% of its 2025 revenue and could surpass 40% in 2026. However, near-term profitability is under pressure due...