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Friday 14 August 2026
Memory supply crunch pushes long-term contracts beyond the big three
The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
Friday 14 August 2026
China AI chip demand lifts Hygon revenue 67%, Sugon profit 34% as domestic computing expands

Hygon Information posted a 66.5% increase in first-half 2026 revenue as accelerating artificial intelligence deployment and stronger...

Friday 14 August 2026
South Korea's memory-chip exports surge 277% as system chips slip

South Korea's semiconductor export boom was heavily concentrated in memory in July. Memory-chip export value surged 276.9% year over...

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
Insight: Intel raises US$20B, but its 14A ambitions may need twice as much

DIGITIMES analyst Luke Lin, speaking on a recent podcast, used Intel's latest equity fundraising plan to examine who is benefiting...

Friday 14 August 2026
MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded

Taiwanese test interface provider MPI said that continued strong expansion demand from global artificial intelligence (AI) customers,...

Friday 14 August 2026
Compal lifts profit on AI PCs and servers as component costs rise
Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...
Friday 14 August 2026
Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...
Friday 14 August 2026
AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave
Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies...
Friday 14 August 2026
Nvidia Feynman pushes TSMC A16 and CPO ramp

Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

Friday 14 August 2026
Silicon Motion completes US$1.15 billion zero-coupon bond offering
Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...
Friday 14 August 2026
LandMark Optoelectronics says silicon photonics capacity is "very, very tight"
LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...
Friday 14 August 2026
Taiwan machine tool exports return to growth in July

Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July,...

Friday 14 August 2026
Phison reports record second quarter profit as AI storage demand surges
Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...
Friday 14 August 2026
Quanta posts record second quarter revenue as AI server demand surges
Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...