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Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026
CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion...

Thursday 6 August 2026
Ample Electronic posts record July sales as MLCC demand strengthens

Ample Electronic, a supplier of conductive paste materials for passive components, said strong artificial intelligence demand has helped...

Thursday 6 August 2026
Second-tier foundries' repair rally lifts margins back to 30%
The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
Thursday 6 August 2026
China smartphone shipments fall 5.5% as 5G models gain share
China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
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
US polysilicon tariff exposes chip security's solar dependence

The Trump administration is preparing to impose a 15% tariff and minimum import prices on polysilicon and selected derivative products,...

Thursday 6 August 2026
Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said...
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
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
AUO warns of 2H26 panel demand pressure

AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

Thursday 6 August 2026
Chunghwa Precision Test posts record July revenue on AI chip demand
Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...
Thursday 6 August 2026
Syncmold boosts LEO satellite parts push as 2026 revenue slips
Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue...
Thursday 6 August 2026
Jeter says AI shipping demand and geopolitics lifted first-half profit
Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
Thursday 6 August 2026
SpaceX earnings strengthen Win Semiconductors' outlook for satellite-driven GaN demand

SpaceX's first quarterly earnings release has offered fresh evidence that Starlink's expansion is moving beyond subscriber growth and...