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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...

Thursday 30 April 2026
Samsung Electronics' record chip profits signal strengthening AI memory supercycle
Samsung Electronics reported a sharp increase in first-quarter 2026 profitability, led by its semiconductor division, as AI-driven demand for memory chips continued to accelerate....
Thursday 30 April 2026
Amazon posts solid growth as AWS and AI investments drive momentum
ON April 29, Amazon reported first-quarter results that exceeded expectations on key metrics, supported by continued strength in its cloud and advertising businesses. Revenue rose...
Thursday 30 April 2026
AI drives power interconnect surge as BizLink and JPC target high-end markets
The AI wave is driving the rapid expansion of data center infrastructure, fundamentally reshaping server rack power transmission designs amid rising power consumption. This shift is...
Wednesday 29 April 2026
China OSAT leader JCET expands in advanced packaging, profit climbs
China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
Wednesday 29 April 2026
Supermicro opens largest US campus in Silicon Valley, producing AI infrastructure
Supermicro's new 32.8-acre Silicon Valley campus will add hundreds of US positions and expand domestic production of AI infrastructure, signaling increased US capacity for enterprises...
Wednesday 29 April 2026
BYD reports steep drop in profit despite global expansion

BYD, China's largest electric vehicle maker, reported a sharp decline in first-quarter profit, as intensifying competition and global market...

Wednesday 29 April 2026
Automotive and networking chips move directly to 2nm as AI demand tightens capacity

Demand for advanced chips at TSMC is tightening amid the AI boom, with its 3nm process becoming increasingly congested as major customers...

Wednesday 29 April 2026
Nvidia taps Nanya for AI racks with LPDDR equivalent to 4,500 smartphones per rack
The AI boom is pushing memory demand well beyond high-bandwidth memory (HBM). Low-power DRAM is now under pressure too, with shortages emerging as chip developers including Nvidia,...
Wednesday 29 April 2026
AI token demand drives TSMC node expansion, buoying Taiwan's economy
A global surge in artificial intelligence computing is accelerating demand for advanced semiconductors and reinforcing Taiwan's near-term economic momentum, even as leading indicators...
Wednesday 29 April 2026
NXP advances VSMC and ESMC projects with ramp timelines on track
NXP Semiconductors and Vanguard International Semiconductor (VIS) are making steady progress on the VSMC manufacturing project, with execution now entering a more advanced stage as...
Wednesday 29 April 2026
Europe turns into battleground as Chinese automakers surge and Kia trims price gap
Competition in Europe's car market is intensifying, with Tesla's March price-driven rebound of the Model Y and record sales by Chinese brands prompting established automakers to rethink...