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Thursday 9 July 2026
Team Group posts record first-half revenue on industrial and AI demand
Memory module maker Team Group reported a June 2026 consolidated revenue of NT$3.0 billion (US$94.2 million), up 18.1% from May and 35.0% from a year earlier. The Taiwan-based company...
Thursday 9 July 2026
Macronix and Winbond post record June revenue as memory prices stay firm
Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...
Thursday 9 July 2026
SAS Group deepens 'manufacturing + services' strategy as renewable energy, semiconductor units gain
Driven by the global energy transition and the rapid development of emerging applications such as artificial intelligence (AI) and low Earth orbit (LEO) satellites, demand for renewable...
Wednesday 8 July 2026
AI memory boom turns price hikes into antitrust flashpoint across supply chain
As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
Wednesday 8 July 2026
TSMC earnings call could signal how long the AI boom can keep lifting its outlook

TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

Wednesday 8 July 2026
AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026
Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...
Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026
Weblink International posts record quarterly revenue on AI demand and enterprise upgrades
Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
Wednesday 8 July 2026
Dongfeng Nissan seeks turnaround amid weak Chinese auto market
China's car market is increasingly divided between weak domestic demand and strong overseas growth, with electric vehicles (EVs) pushing further into the Middle East, Europe, and Africa...
Wednesday 8 July 2026
AI servers squeeze MOSFET supply while PC slump tests power component pricing power

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

Wednesday 8 July 2026
ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor...
Wednesday 8 July 2026
ZillTek posts steady revenue growth on PC, auto and hearing aid demand
ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems,...