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Monday 25 May 2026
Syntec Technology profit hits record as AI drives factory automation demand

Syntec Technology reported record quarterly revenue and profit for the first quarter of 2026, as demand for high-end control systems and...

Monday 25 May 2026
AI server boom lifts memory interface chip leader, but DDR5 risks linger
Montage Technology, a company that does not manufacture memory chips itself but instead supplies the interface chips linking CPUs and memory, has quietly emerged as one of the semiconductor...
Sunday 24 May 2026
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
Sunday 24 May 2026
AI server boom squeezes Samsung Electro-Mechanics' component supply

Samsung Electro-Mechanics is emerging as another beneficiary of the AI data center buildout, as demand for high-end capacitors and package...

Saturday 23 May 2026
Hengs lists on Taiwan Innovation Board to scale solar-plus-storage across Asia-Pacific
Hengs listed on the Taiwan Innovation Board on May 22, positioning the firm to expand its solar-plus-storage and energy management services across the Asia-Pacific as corporate demand...
Saturday 23 May 2026
Lenovo revenue rises 27% as AI demand helps offset PC market strain

Lenovo reported a 27% increase in revenue for the fourth quarter of its 2026 fiscal year, which ended March 31, as demand tied to artificial...

Saturday 23 May 2026
Analysis: AMD bets the future of AI runs on CPUs as much as GPUs
Under CEO Lisa Su, AMD is reshaping itself for the age of artificial intelligence. To describe AMD today simply as a hardware company is no longer accurate. As Jensen Huang has often...
Friday 22 May 2026
AMD's Lisa Su says memory is becoming another pressure point for AI chips

AMD CEO Lisa Su said the company is satisfied with its current CoWoS supply from TSMC, while noting that memory has become another pressure...

Friday 22 May 2026
AMD's Lisa Su says AI demand is 'absolutely real' as CPUs return to focus

AMD CEO Lisa Su pushed back against concerns of an AI bubble on May 22, saying demand is "absolutely real" and that the industry remains...

Friday 22 May 2026
AMD deepens China packaging alliance with TF-AMD expansion in Suzhou
AMD CEO Lisa Su appeared in Suzhou on May 20 to attend the launch ceremony for the second-phase expansion of Suzhou TF-AMD Semiconductor Co. (also known as Suzhou Tongfu Advanced Microelectronics),...
Friday 22 May 2026
AIC expands analog ICs into fiber optics; orders reach 1Q27
AIC's expansion from analog ICs into fiber-optic components and other products, and its inclusion in a major US cloud service provider's supply chain, extend order visibility to the...
Friday 22 May 2026
WPG Holdings flags server supply gaps amid memory price hikes, 800V shift
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...
Friday 22 May 2026
Win Win Precision pivots to semiconductors and overseas renewables
Win Win Precision is reshaping its business around semiconductor consumables and overseas renewable energy, a strategic pivot that could tighten global supply chains and accelerate...
Friday 22 May 2026
Taiwan rides chip-led export boom to bankroll industrial overhaul
AI-driven demand and other emerging technologies kept Taiwan's export momentum strong in the first quarter of 2026, with exports reaching US$195.74 billion, rising 51% year on year...