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NEWS TAGGED 2027
Thursday 6 August 2026
Parade sees steadier outlook despite margin pressure from memory costs

Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

Thursday 6 August 2026
Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
Thursday 6 August 2026
India's ASIP Technologies makes FCBGA core of OSAT plan
ASIP Technologies will focus its Visakhapatnam semiconductor facility on flip-chip ball grid array packaging as it works toward volume production in the fourth quarter of 2027, Managing...
Thursday 6 August 2026
AI orders give Soonest visibility into 2027

Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
WD points to HAMR ramp and long-term contracts as pricing power builds
At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
Thursday 6 August 2026
Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
Wednesday 5 August 2026
Samsung, SK Hynix expansion puts Korea's chip supply chain to the test

Daeduck Electronics plans to invest KRW497 billion(US$349.50 million) in semiconductor production facilities through 2027, its second...

Wednesday 5 August 2026
AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

Wednesday 5 August 2026
Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
Tuesday 4 August 2026
Samsung Electro-Mechanics reportedly fast-tracks Philippine MLCC plant in wake of AI-driven price hikes

Samsung Electro-Mechanics (SEMCO) is reportedly pulling forward the start-up of its first overseas multilayer ceramic capacitor (MLCC)...

Tuesday 4 August 2026
Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

Tuesday 4 August 2026
2027 memory capacity reportedly sold out as buyers quietly lock in supply

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

Monday 3 August 2026
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

Monday 3 August 2026
Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...