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NEWS TAGGED 2027
Thursday 7 May 2026
Flex says separate AI infrastructure company will better address hyperscaler power and thermal needs
Flex has announced a strategic plan to spin off its Cloud and Power Infrastructure (CPI) segment into an independent, publicly-traded company, with the transaction expected to be completed...
Wednesday 6 May 2026
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
Wednesday 6 May 2026
Flex jumps on 2027 outlook beat, AI data-center unit spinoff plan

Flex shares rose 13% in after-hours trading on May 5 after the electronics manufacturing services (EMS) provider forecast fiscal 2027...

Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Tuesday 5 May 2026
Univacco eyes 2027 Vietnam plant ramp-up for CPO and advanced packaging materials
Univacco said its Vietnam plant will begin mass production in the second quarter of 2027 as the company moves to position itself in the co-packaged optics and advanced packaging materials...
Monday 4 May 2026
Samsung foundry rebound gains steam as 4nm yield reportedly tops 80%
Samsung Electronics' foundry business is drawing renewed attention as its 4nm process reportedly reaches higher utilization, supported by HBM4 base-die demand and orders from global...
Monday 4 May 2026
MediaTek targets US$2B ASIC sales as cloud rivals chase custom-chip capacity
MediaTek has doubled its 2026 revenue target for its application-specific integrated circuit (ASIC) business to US$2 billion, up from US$1 billion, as demand for custom chips continues...
Sunday 3 May 2026
Taiwan quartz makers target LEO satellite boom by 2027
As wireless communication applications surge, demand for quartz components and filters is rising in tandem, with manufacturers actively expanding into the low Earth orbit (LEO) satellite...
Thursday 30 April 2026
Samsung memory buyers lock in longer deals as 2027 demand comes early

Samsung Electronics executives said major memory customers are seeking longer-term supply commitments and pulling forward demand for...

Wednesday 29 April 2026
Seagate leans on long-term contracts as storage demand stabilizes
Seagate Technology is moving deeper into a contract-driven business model as cloud and hyperscale customers increasingly prioritize supply predictability over short-term procurement...
Wednesday 29 April 2026
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
Wednesday 29 April 2026
AI server demand locks up memory supply through 2027, prices seen holding firm
Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
Wednesday 29 April 2026
Hotai warns hybrid vehicle shortages could persist through 2027 amid high oil prices
Hotai Motor said hybrid demand has surged as elevated oil prices pushed consumers toward fuel-efficient models, but global supply constraints could keep delivery delays in place through...
Monday 27 April 2026
Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible...

Monday 27 April 2026
Tesla begins Cybercab production in Texas, targeting robotaxi revenue after 2027
Tesla began manufacturing its Cybercab autonomous taxi at its Texas Gigafactory, CEO Elon Musk said on April 24, signaling progress on the long-promised Robotaxi. The move could influence...