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Friday 8 May 2026
Coherent order backlog reaches 2030: 1.6T optics and 6-inch InP capacity accelerate
Driven by surging AI computing demand and the industry-wide shift toward higher-bandwidth, lower-power network infrastructure, optical communications company Coherent Corp. says customer...
Friday 8 May 2026
Surging AI demand tightens supply of key PCB material

Demand for high-performance printed circuit boards (PCBs) used in advanced semiconductors has surged in recent months, tightening supply...

Friday 8 May 2026
TSMC's 2026 revenue surges 30% in first four months on AI boom
TSMC on May 8, 2026, reported consolidated net revenue of approximately NT$410.73 billion (US$12.6 billion) for April 2026, up 17.5% from the same month a year ago, though down 1.1%...
Friday 8 May 2026
Analysis: Samsung's union fight exposes a fault line in semiconductor investment
A labor dispute at Samsung Electronics is sharpening a debate with implications well beyond South Korea: how semiconductor companies balance worker compensation against the capital-intensive...
Friday 8 May 2026
AI infrastructure spending just doubled an IC distributor's revenue in one year
WT Microelectronics posted a record quarterly net profit in the first quarter of 2026, driven by an explosive surge in data center and server revenue that the company attributed to...
Friday 8 May 2026
Topco hits record 1Q26 revenue, profit on semiconductor materials demand
Topco Scientific reported record first-quarter 2026 revenue and profit on May 7, driven by strong demand for photoresists, photomask substrates, and silicon wafers used in advanced...
Friday 8 May 2026
Accton's blowout quarter signals hyperscalers are still spending hard on AI infrastructure
Accton Technology reported consolidated results for the first quarter of 2026 after a board meeting on the 7th, disclosing that revenue rose to NT$70.121 billion, up 64.02% year on...
Friday 8 May 2026
PMIC supplier GMT bets on volume growth over higher prices
Power-management chip maker Global Mixed-Mode Technology, or GMT, said demand conditions in the first quarter of 2026 were stronger than expected, helped by an improved product mix...
Friday 8 May 2026
M31 weathers project delays as royalties and advanced-node demand signal recovery
M31 Technology reported a first-quarter 2026 revenue decline as contract timing disruptions pushed some North American advanced-process projects into the next quarter, but the company...
Friday 8 May 2026
Shenmao rides the AI infrastructure boom to record revenue growth
Taiwanese solder materials manufacturer Shenmao Technology said surging demand from the artificial-intelligence server supply chain, coupled with expanding shipments to Southeast Asia...
Friday 8 May 2026
BenQ Materials bets on CPO and microLED amid optical communications push
BenQ Materials is seeing its diversification begin to pay off as it pushes into co-packaged optics (CPO) and microLED. The polarizer maker said its subsidiary Cenefom's chemical mechanical...
Friday 8 May 2026
HannStar pivots to automotive, reflective displays after US$333 million factory sale
Taiwan panel maker HannStar Display, which posted losses in 2025, is repositioning its 2026 strategy around Generation 5.3 α-Si production, targeting full-capacity utilisation...
Friday 8 May 2026
Samsung reportedly scales back Micro LED TV push as new TV chief takes over
Samsung Electronics is reportedly scaling back its Micro LED TV business, as high production costs and limited demand weigh on the commercial prospects of the premium display technology,...
Friday 8 May 2026
Analysis: AMD overtakes Intel in data center revenue as agentic AI revives x86 CPUs
AMD data center revenue surpassed Intel's for the first time in the first quarter of 2026, highlighting how the rise of agentic artificial intelligence (AI) is reshaping demand across...