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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    9h 26min ago
    Memory supply crunch pushes long-term contracts beyond the big three
    9h 26min ago
    China’s polysilicon makers set a cost floor as solar losses widen
    9h 26min ago
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    9h 26min ago
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    9h 26min ago
    Fudan researchers unveil room-temperature single-electron memory using 2D materials
    9h 26min ago
    NEWS TAGGED 2027
    Tuesday 11 August 2026
    YAGEO, Walsin post record July sales as AI demand lifts passive components
    YAGEO and Walsin Technology reported strong July 2026 revenue as artificial intelligence demand continued to lift Taiwan's passive components sector. Both companies said orders from...
    Tuesday 11 August 2026
    Dynamic delays Thailand AI mass production, clouding 2026 revenue target

    Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

    Tuesday 11 August 2026
    Radiant braces for Apple delays as auto, AI PC lift growth
    Apple's new product shipments are likely to be delayed, with supply chain sources saying a model originally slated for shipment in the fourth quarter of 2026 may slip to the first...
    Monday 10 August 2026
    Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
    Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
    Monday 10 August 2026
    Adata sees memory uptrend extend into 1H27
    Adata posted record-high revenue and profit in the second quarter of 2026 and said memory supply remains tight. The company expects third-quarter operating performance to outperform...
    Monday 10 August 2026
    Winbond sees tighter memory supply and bigger expansion payoff ahead
    Winbond Electronics said rising prices and stronger shipments lifted its operating margin to 48.4% in the second quarter of 2026, and it expects the third-quarter margin to top 50%,...
    Monday 10 August 2026
    LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
    LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
    Monday 10 August 2026
    India roundup: Chip push broadens as localization and capacity remain works in progress
    India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with...
    Sunday 9 August 2026
    WT Micro sees AI data centers and communications reaching 70% of revenue, with growth extending into 2027
    WT Microelectronics (WT Micro) posted record revenue and profit in the second quarter of 2026, supported by strong AI momentum and better-than-expected demand from the automotive and...
    Saturday 8 August 2026
    Elan warns CPU and DRAM shortages will strain 2H26 PC demand
    Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...
    Friday 7 August 2026
    AP Memory secures PSMC, ASE capacity ahead of 2027 IPD ramp

    Memory IC designer AP Memory posted higher revenue and profit in the second quarter and expects to enter a new growth cycle beginning...

    Friday 7 August 2026
    Analysis: SpaceX's Nvidia exclusivity isn't a knock on AMD — it's a land grab in orbit

    SpaceX's earnings call — the first since its IPO disclosure — beat expectations on Aug 4, but the line that moved markets...

    Friday 7 August 2026
    Nvidia tests leaner Rubin Ultra memory designs with 2027 HBM supply in question
    Nvidia is testing sharply lower-memory versions of its next-generation Rubin Ultra GPU, a sign that the worsening high-bandwidth memory (HBM) shortage is beginning to reshape the specifications...
    Friday 7 August 2026
    Taiwan raises 2027 central government spending to NT$3.6 trillion
    Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological...
    Friday 7 August 2026
    Transcend warns memory shortage could extend through 2027
    Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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