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    Memory makers lift capex as Kioxia holds spending to defend NAND lead
    38min ago
    NEWS TAGGED GROSS MARGIN
    Monday 3 August 2026
    Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

    Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

    Monday 3 August 2026
    Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
    Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

    Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

    Thursday 30 July 2026
    ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity
    ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...
    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    Powertech posts record second-quarter revenue and targets a 2026 sales high
    Powertech Technology reported second-quarter 2026 revenue of NT$23.116 billion, up 8.5% from the previous quarter and 28% from a year earlier. The Taiwan-based memory and testing provider...
    Tuesday 28 July 2026
    Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
    Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Saturday 25 July 2026
    Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
    Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
    Friday 24 July 2026
    Product mix optimization boosts Sinbon 2Q26 net profit up 19%

    Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

    Friday 24 July 2026
    STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
    STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
    Friday 24 July 2026
    Wistron says growth is strong, but transformation remains incomplete
    Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...
    Thursday 23 July 2026
    Johnson Fine eyes 2026-2027 IPO on AI CCL supply chain push

    Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting...

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    Research Report Database
    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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