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    Elite Semiconductor rides niche DRAM price hikes
    18min ago
    GlobalFoundries 2Q analysis 2/2: US subsidies, Taiwan rhetoric and GF's silicon photonics test
    19min ago
    GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
    19min ago
    Second-tier foundries' repair rally lifts margins back to 30%
    25min ago
    NEWS TAGGED PROFIT
    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
    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
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    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
    National Aerospace Fasteners posts record first-half revenue on strong engine demand
    National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
    Thursday 6 August 2026
    China automakers struggle as margins plunge and battery supply chains skew
    China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Thursday 6 August 2026
    Wistron reports strong first-half profit and expands AI capex in Taiwan and the US
    Wistron said on August 4 that it delivered strong first-half 2026 results and expects artificial intelligence demand to remain robust in the second half. The Taiwan-based electronics...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Wednesday 5 August 2026
    Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

    Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

    Tuesday 4 August 2026
    Kinsus boosts spending as global IC substrate supply stays tight
    Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
    Tuesday 4 August 2026
    Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

    Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

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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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