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Wednesday 6 May 2026
Lumentum sees explosive expansion as AI demand fuels record results
Lumentum reported record third-quarter fiscal 2026 results, with revenue rising to US$808 million, reflecting strong year-over-year growth driven by demand for optical components used...
Wednesday 6 May 2026
GlobalFoundries signals stronger second half despite mixed end-market demand
GlobalFoundries reported first-quarter results broadly in line with expectations, with management highlighting solid execution and profitability at the upper end of guidance ranges,...
Wednesday 6 May 2026
From China to Arizona: How AI and TSMC are redrawing Taiwan's economic map
Taiwan's decades-long tilt toward China is giving way to a sharper, US-focused strategy. Semiconductor expansion and surging demand for AI infrastructure are redrawing the island's...
Tuesday 5 May 2026
AMI capacity sold out through 2028 as CCL makers race for high-end tools

The PCB industry is entering a new phase of transformation in the AI era, as rising demand for high-frequency and high-speed applications...

Tuesday 5 May 2026
MediaTek ASIC surge puts 60% revenue share within reach
MediaTek raised its outlook for its application-specific integrated circuit (ASIC) business during its first-quarter 2026 earnings call, signaling stronger growth prospects and sending...
Tuesday 5 May 2026
Taiwan manufacturing PMI jumps to 60.3% as AI and semiconductors tighten supply
Taiwan's manufacturing purchasing managers index rose to 60.3% in April 2026, marking the seventh consecutive month of expansion and the strongest pace since September 2021, the Chung-Hua...
Tuesday 5 May 2026
Malaysia becomes AI data center hub, attracts Chinese cloud giants and Nvidia AI chips

As power constraints and tighter policy controls in Singapore limit expansion, Malaysia is rapidly emerging as Southeast Asia's most important...

Monday 4 May 2026
PlayNitride reports wider first-quarter loss and plans Singapore unit to boost global ties
PlayNitride's sharp first-quarter loss and strategic Singapore expansion carry implications for international Micro LED supply chains and partnerships, signaling industry consolidation...
Monday 4 May 2026
Tata Electronics' rumored workforce expansion to 75,000 underscores rapid rise in Apple's supply chain
Tata Electronics has rapidly expanded its electronics manufacturing operations, emerging as one of Apple's most important contract manufacturers in India as the country strengthens...
Monday 4 May 2026
BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
Monday 4 May 2026
India roundup: India accelerates AI, semiconductor, and manufacturing push with major investments and startup bets

India's technology ecosystem is seeing rapid expansion across AI infrastructure, semiconductors,...

Saturday 2 May 2026
Lite-On profit rises on surge in AI-driven cloud demand

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...

Saturday 2 May 2026
Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
Benefiting from the continued expansion of artificial intelligence (AI) computing power demand, Foxconn Industrial Internet (FII), a subsidiary of Hon Hai Precision Industry (Foxconn),...
Saturday 2 May 2026
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to...

Friday 1 May 2026
OpenAI demand doubts cast shadow over AI server supply chain

OpenAI's aggressive push to secure AI computing capacity is facing growing scrutiny, with signs that its multibillion-dollar data center...