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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...
Friday 14 August 2026
SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
Friday 14 August 2026
Hua Hong's fabs were already full — price is what finally made them profitable
Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...
Friday 14 August 2026
SMIC's pricing power arrives as AI pushes mature-node work into China
China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...
Friday 14 August 2026
Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...
Friday 14 August 2026
Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
Friday 14 August 2026
PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026
Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Amid escalating geopolitical tensions, defense awareness is rising rapidly worldwide, with drone and counter-drone technologies becoming...

Friday 14 August 2026
Gem Terminal's second-quarter profit hits 16-quarter high on copper and connector demand
Gem Terminal Industry said its net profit in the second quarter of 2026 reached a 16-quarter high as niche products and improved production efficiency in Taiwan and Vietnam lifted...
Friday 14 August 2026
ATEN lifts second-quarter profit on higher sales, pricing, utilization
ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...
Friday 14 August 2026
Kaohsiung mayor, BOT, SEMI address low-carbon power for chips, AI

The "Net Zero City: International Carbon Capture and Storage (CCS) Technology Seminar on New Low-Carbon Power Solutions for AI and...

Friday 14 August 2026
Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook
Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...