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Thursday 6 August 2026
Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
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
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...
Thursday 6 August 2026
Tung Yang July revenue rises 23% on stronger AM and OEM demand
Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
Thursday 6 August 2026
DRAM price surge lifts Samsung and Micron as SK Hynix loses share
Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
Thursday 6 August 2026
Myson Century expands health supplement business into Malaysia
Myson Century is taking its Chun Ho Biotech brand overseas through an expansion into Malaysia as part of a broader push to build a one-stop health and wellness ecosystem. The Taiwanese...
Thursday 6 August 2026
Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
Wednesday 5 August 2026
Mitsubishi Electric, Daikin expand US production to meet data center cooling demand

Mitsubishi Electric is establishing a cooling-equipment production company in Ohio, joining Daikin Industries in bringing manufacturing...

Wednesday 5 August 2026
Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

Wednesday 5 August 2026
LG Electronics posts strong second quarter as new businesses drive growth
LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
Wednesday 5 August 2026
Naver taps Brookfield for up to US$9 billion in data center financing

Naver is considering an asset-light structure for a US$10 billion data center expansion under which a Brookfield-led investment vehicle...

Wednesday 5 August 2026
Analysis: Musk's empire closes in on China — from orbit to the factory floor

SpaceX's rapid growth in AI, satellite connectivity, and space infrastructure is widening the strategic challenge for China beyond...

Wednesday 5 August 2026
Infineon raises 2026 outlook as AI demand drives record quarterly revenue

Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power...

Wednesday 5 August 2026
From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
Wednesday 5 August 2026
SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...