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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    8h 46min ago
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    8h 47min ago
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    8h 47min ago
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    8h 48min ago
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    8h 48min ago
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    8h 50min ago
    NEWS TAGGED OUTLOOK
    Wednesday 5 August 2026
    Infineon sees AI demand outpacing supply as customers lock in long-term capacity

    Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

    Wednesday 5 August 2026
    Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
    Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...
    Wednesday 5 August 2026
    Infineon raises 2026 outlook as AI demand drives record quarterly revenue

    Infineon Technologies reported record quarterly revenue for its fiscal third quarter ended June 30, fueled by booming demand for power...

    Wednesday 5 August 2026
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

    AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

    Tuesday 4 August 2026
    Key material shortages prompt suppliers to prioritize three customer groups
    Taiwanese research institute Chung-Hua Institution for Economic Research (CIER) released Taiwan's manufacturing purchasing managers' index (PMI) for July 2026 on August 3. The seasonally...
    Tuesday 4 August 2026
    Palantir raises outlook as US commercial AI demand accelerates, sharpening sovereignty strategy
    Palantir Technologies raised its full-year revenue and profitability forecasts after reporting a sharp acceleration in commercial demand, particularly in the US, underscoring the growing...
    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Monday 3 August 2026
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

    MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

    Friday 31 July 2026
    Pegatron chair says AI outlook remains strong, calls for Taiwan application push
    Pegatron chairman Tzu-hsien Tung said that although he is not an investment expert, from an industry perspective he remains optimistic about the long-term outlook for artificial intelligence...
    Friday 31 July 2026
    Tokyo Electron raises outlook as AI data center spending lifts memory demand
    Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
    Friday 31 July 2026
    Apple braces for "hundred-year flood" in component costs
    Apple's June quarter showed the strength of its core hardware business. Still, it also exposed a looming challenge: rising memory prices, tight supply of advanced chips, and heavier...
    Friday 31 July 2026
    Amazon's accelerating cloud growth reinforces AI investment case despite heavier spending outlook
    Amazon reported stronger-than-expected second-quarter results as accelerating growth at its cloud computing business underscored rising demand for artificial intelligence services...
    Thursday 30 July 2026
    Lam Research raises WFE outlook as AI drives NAND, DRAM, advanced packaging demand
    Lam Research delivered record quarterly results and raised its outlook for global wafer fab equipment (WFE) spending, citing accelerating AI-driven demand across memory, advanced logic...
    Thursday 30 July 2026
    Advantest lifts fiscal 2026 forecast as AI chip test demand surges

    Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

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    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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