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    China silicon wafer makers expand 12-inch capacity and consolidate mature-node operations
    1h 15min ago
    Cambricon and Moore Threads post strong 1H26 growth as China AI chips move to deployment
    1h 15min ago
    Google readies Pixel 11 lineup, market breakthrough still under question
    1h 15min ago
    Interview: Nvidia says networking is the core of AI computing as AI factories scale
    1h 16min ago
    China auto brand slump pushes parts makers toward North America, Japan
    1h 16min ago
    Taiwan producer prices surge as non-China supply chains face rising pressure
    1h 16min ago
    NEWS TAGGED GROSS MARGIN
    Monday 10 August 2026
    SuperAlloy boosts profit and expands into semiconductor green supply chains

    SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability,...

    Monday 10 August 2026
    Wiwynn raises Q2 margin as customer procurement shifts take hold

    Wiwynn said changes in how it buys components with customers began to show results in the second quarter of 2026, helping lift gross...

    Sunday 9 August 2026
    Macronix, Winbond post record July revenue as memory prices rise
    Taiwan memory chipmakers Macronix International and Winbond Electronics both posted record monthly revenue in July, extending strong second-quarter momentum as tight supply and rising...
    Sunday 9 August 2026
    EOI posts record first-half revenue and profit on auto LED demand
    Excellence Optoelectronics Holdings said second-quarter 2026 profit climbed as improved operating efficiency offset softer revenue, while first-half revenue and profit reached record...
    Saturday 8 August 2026
    Analysis: Memory makers hold US$38 billion that isn't theirs to keep

    Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

    Saturday 8 August 2026
    Ching Chan Optical profit jumps on high-end optical sorter demand
    Ching Chan Optical Technology said second-quarter 2026 earnings per share reached NT$0.96, up 12-fold year-on-year, as shipments of high-end optical sorting machines for passive components...
    Saturday 8 August 2026
    iST reports higher gross margin in the second quarter as validation demand rises
    Integrated Service Technology (iST) reported consolidated revenue of about NT$1.184 billion in the second quarter of 2026, up 9.24% quarter-over-quarter but down 1.7% from a year earlier...
    Friday 7 August 2026
    Winbond's record 2Q points to tighter memory markets and more pricing power ahead

    Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped...

    Friday 7 August 2026
    Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
    Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
    Thursday 6 August 2026
    GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
    GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.
    Thursday 6 August 2026
    Second-tier foundries' repair rally lifts margins back to 30%
    The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
    Thursday 6 August 2026
    Parade sees steadier outlook despite margin pressure from memory costs

    Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

    Thursday 6 August 2026
    Syncmold boosts LEO satellite parts push as 2026 revenue slips
    Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue...
    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
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    Research_DB
    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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