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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    10h 20min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    10h 20min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    10h 21min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    10h 21min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    10h 21min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    10h 23min ago
    NEWS TAGGED EARNINGS
    Wednesday 5 August 2026
    Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
    Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...
    Wednesday 5 August 2026
    AMD says server CPU market to hit US$220B by 2030

    AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate...

    Wednesday 5 August 2026
    Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

    Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

    Wednesday 5 August 2026
    From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
    SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
    Wednesday 5 August 2026
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

    AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
    Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
    Wednesday 5 August 2026
    SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
    SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
    Wednesday 5 August 2026
    AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
    AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
    Wednesday 5 August 2026
    Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
    Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...
    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    Kinsus boosts spending as global IC substrate supply stays tight
    Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
    Tuesday 4 August 2026
    Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

    Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

    Tuesday 4 August 2026
    MediaTek sees SerDes 448G as copper's final battleground
    The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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