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    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders
    19min ago
    Apple's shadow looms over TSMC's Sony sensor deal
    38min ago
    Synnex sees strong growth in value-added commercial IT, semiconductors
    42min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED 2027
    Wednesday 12 August 2026
    Compal doubles AI server capacity, targets 30–40% revenue share by 2027

    Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

    Wednesday 12 August 2026
    Samsung weighs power subsidiary to secure semiconductor electricity by 2027
    Samsung Group was reported to be considering a dedicated in-house power-procurement subsidiary to secure electricity directly for its semiconductor production facilities, with operations...
    Wednesday 12 August 2026
    Everlight starts Thailand plant to boost AI server and auto supply chains
    Everlight Electronics has broken ground on a new manufacturing base in Chachoengsao, Thailand, with construction starting in August and mass production planned for the second half...
    Wednesday 12 August 2026
    Etron reports record July revenue as memory prices surge
    Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC...
    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...

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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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