CONNECT WITH US
NEWS TAGGED MARKET
Saturday 25 July 2026
89 fabs by 2030, 50 more by 2035: chip industry spreads risk through global collab

AI infrastructure investment is reaching unprecedented levels, with estimates showing it will lift global semiconductor output past...

Saturday 25 July 2026
Trumpf's stabilizing sales point to a broader recovery in industrial demand
Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...
Saturday 25 July 2026
NAND price rally enters plateau as supply stays tight despite weaker spot demand
The pace of NAND Flash price increases has moderated in the second half of 2026, prompting speculation that the memory market may be approaching a turning point. Supply-chain sources,...
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
AMD says AI shift to inference and agents will reshape data centers
AMD said the artificial intelligence boom is entering a new phase that will force a major redesign of data centers, as demand shifts from model training toward inference, AI agents,...
Friday 24 July 2026
Taiwan, Czech chamber ink MOU to fuel Eastern Europe drone hub

Taiwan's Commerce Development Research Institute (CDRI) signed a memorandum of understanding (MOU) with the Taiwan Chamber of Commerce...

Friday 24 July 2026
TSMC's Arizona expansion moves past initial hurdles as fabs and packaging ramp up
Since TSMC announced in 2020 that it would build factories in the US, the market has closely watched how overseas fab costs would affect operations. TSMC's long-running Arizona buildout...
Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

Friday 24 July 2026
AMD sees AI demand broadening beyond chips, as Helios ramps toward shipment
AMD CEO Lisa Su said demand from cloud service providers and enterprise customers continued to climb rapidly, reinforcing AMD's view that the artificial intelligence (AI) market still...
Friday 24 July 2026
AMD unveils Helios rack-scale AI platform to target hyperscale buildouts
AMD has formally introduced Helios, a next-generation rack-scale AI infrastructure platform designed for the fast-growing market of global AI factories and hyperscale data centers...
Friday 24 July 2026
Nvidia 800V HVDC enters production in 1Q27, Delta set for 2Q ramp
SemiAnalysis recently forecast that large-scale deployment of Nvidia's native single-ended 800V high-voltage direct current power architecture could slip from the market's previous...
Friday 24 July 2026
Realme exits China smartphone market, Oppo hands domestic focus to OnePlus

Realme has stopped producing smartphones for China and will launch no new models there, ending its domestic expansion as parent company...

Friday 24 July 2026
German automakers reset strategy with AI, powertrain, and alliances

Volkswagen, BMW, and Mercedes-Benz are reshaping their growth strategies as the global auto market enters a low-growth era, with profitability...