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    China humanoid robot chips shift focus from raw compute to coordination efficiency
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    Russia drives ICE exports as Europe masks NEV transshipment demand
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    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
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    Samsung’s HBM comeback is only the beginning, exec warns
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    Commentary: AMD’s Taalas acquisition signals a shift toward ASIC-based AI inference
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    NEWS TAGGED GROSS MARGIN
    Monday 17 August 2026
    TSMC and Micron boom drives Taiwan 'fab five's 1H26 profits

    TSMC, Micron, ASE, and SPIL continue to expand their advanced-node and OSAT investments, driving stronger first-half 2026 results for...

    Monday 17 August 2026
    WaveSplitter returns to profit as AI optics demand lifts 1H revenue

    WaveSplitter posted NT$477 million (US$14.95 million) in consolidated revenue in the first half of 2026, up 47% from a year earlier,...

    Monday 17 August 2026
    AI server growth is lifting Taiwan ODM revenue, but margins now face the harder test
    Taiwan's top six original design manufacturers are seeing AI servers become the main revenue engine in 2026, but the boom is also bringing heavier exposure to expensive GPUs, CPUs,...
    Monday 17 August 2026
    Appier lifts FY26 outlook after record second-quarter revenue and margin gains
    Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
    Sunday 16 August 2026
    Flytech posts record second-quarter profit on AI demand, margin gains
    Industrial PC maker Flytech Technology reported another record quarterly profit in the second quarter of 2026, driven by deeper penetration into end-market applications, stronger demand...
    Sunday 16 August 2026
    HDRE reports first-half growth as Japan and Australia projects expand
    HD Renewable Energy (HDRE) reported first-half 2026 consolidated revenue of NT$3.078 billion (approx. US$95.7 million), along with gross profit of NT$758 million, a gross margin of...
    Saturday 15 August 2026
    Tripod posts record second-quarter margins on strong server and memory demand
    Tripod Technology said revenue and profit both hit record highs in the second quarter of 2026, driven by strong shipments of server and memory products and the continued effect of...
    Friday 14 August 2026
    Compal lifts profit on AI PCs and servers as component costs rise
    Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...
    Friday 14 August 2026
    Hua Hong's fabs were already full — price is what finally made them profitable
    Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...
    Friday 14 August 2026
    SMIC's pricing power arrives as AI pushes mature-node work into China
    China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...
    Friday 14 August 2026
    Cerebras raises 2026 outlook as hardware sales weaken
    AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
    Friday 14 August 2026
    PixArt revenue rises on game-console demand as margin pressure grows

    PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

    Friday 14 August 2026
    ATEN lifts second-quarter profit on higher sales, pricing, utilization
    ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    Anli-KY lifts July revenue on AI server and drone product shipments
    Anli International reported its first-half results on August 11 after announcing the previous day that increased shipments of AI server and drone-related products had pushed July consolidated...
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    CIOE
    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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