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    Research insight: Delta, Lite-on raise capex to 9% of revenue in AI data center power race
    6min ago
    NEWS TAGGED 2027
    Friday 14 August 2026
    Global PMX sees semiconductor demand driving growth through 2027 as product mix shifts

    Global PMX said its semiconductor business is emerging as the main growth driver and is expected to continue expanding through 2027,...

    Friday 14 August 2026
    VinSpace signs SpaceX launch deal for first satellites in 2027
    Vietnamese aerospace startup VinSpace has signed a contract with SpaceX to launch its first satellites in 2027. Bloomberg reported that the payloads will fly on a SpaceX Transporter...
    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
    Applied Materials sets 2028 capacity target as it commits new manufacturing hires
    Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...
    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
    SK Hynix advances Yongin fab construction for 2027 cleanroom launch
    SK hynix has pushed construction of its semiconductor campus in Yongin, Gyeonggi Province, South Korea, to 87% completion as it targets February 2027 for the start of operations at...
    Friday 14 August 2026
    LEO satellite communications, space computing drive rising importance of GaN power amplifiers
    DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...
    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Thursday 13 August 2026
    South Korea plans new sovereign wealth fund to back AI, robots, supply chains
    South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its...
    Thursday 13 August 2026
    Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
    Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
    Wednesday 12 August 2026
    Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout
    Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...
    Wednesday 12 August 2026
    Japan's US$430B 2040 chip plan hinges on Rapidus 2nm

    Japan has drawn up a plan for more than JPY370 trillion (approx. US$2.33 trillion) in combined public and private investment across 17 strategic...

    Wednesday 12 August 2026
    MediaTek, Realtek, Himax, Elan eye optical communications boom in 2027
    The use of optical communications in cloud AI data-center interconnect architectures is rising sharply, and Taiwan IC design firms including MediaTek, Realtek Semiconductor, Himax...
    Wednesday 12 August 2026
    Haechitech enters eSSD sensors as it prepares Kosdaq listing

    South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise solid-state drive temperature sensors,...

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    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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