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Thursday 16 April 2026
A Taiwan cloud reseller's AI bet is paying off — record margins and a push into Japan
GrandTech Cloud Services reported record revenue and profit in the first quarter of 2026, driven by strong demand for AI cloud services and improved operational efficiency. Management...
Thursday 16 April 2026
TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
Wednesday 15 April 2026
China ICT firm Tsinghua Unigroup grows revenue, scales AI infrastructure through H3C
China's Tsinghua Unigroup reported full-year 2025 revenue of CNY96.75 billion (US$13.4 billion), up 22.43% year on year, with net profit rising a more modest 7.19% to CNY1.69 billion,...
Wednesday 15 April 2026
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
Tuesday 14 April 2026
Nanya Technology posts NT$26 billion profit in 1Q26 as DRAM prices surge over 70%
Nanya Technology reported strong financial results for the first quarter of 2026, driven by a significant rise in DRAM prices and artificial intelligence (AI)-fueled demand across...
Tuesday 14 April 2026
DDR5 dethrones HBM as memory's top profit engine
The AI boom has reshuffled memory industry priorities. DDR5 modules have overtaken high-bandwidth memory (HBM) as the primary profit source for manufacturers — a reversal few...
Monday 13 April 2026
China's EVE Energy's growth strategy mirrors a shifting energy landscape
EVE Energy, one of China's largest battery makers, has reported strong profit growth expectations for the first quarter of 2026, as rising demand for energy storage — fueled...
Friday 10 April 2026
China OSATs step up investment drive as AI demand lifts advanced packaging race

China's outsourced semiconductor assembly and test (OSAT) sector is accelerating capacity expansion and technology upgrades, with leading...

Thursday 9 April 2026
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
Thursday 9 April 2026
China's EVE Energy ramps up capacity amid energy storage boom
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Thursday 9 April 2026
Apple hit by Mac shipping delays as DRAM shortage intensifies
Apple's US online store is currently showing extreme shipping delays of 4-5 months for several upgraded RAM configurations of the Mac mini and Mac Studio, highlighting a severe supply...
Wednesday 8 April 2026
Chinese energy storage players flock to growing AI data center market in face of fierce domestic competition
Chinese energy storage players are going all in on the AI data center market, as intense domestic competition has caused falling profit margins from traditional storage projects. The...
Wednesday 8 April 2026
Hygon revenue jumps 68% on AI compute demand, expands CPU–GPGPU platform
China's domestic compute chipmaker Hygon Information Technology reported strong earnings growth, underscoring its rising role in China's AI and data center infrastructure buildout.
Tuesday 7 April 2026
Samsung's eightfold profit jump signals AI spending immunity to geopolitical risk
Samsung Electronics reported a record-shattering eight-fold leap in quarterly profit, as insatiable demand for artificial intelligence (AI) memory chips outweighed growing concerns...
Tuesday 7 April 2026
AMT expands into medical and e-paper amid geopolitical uncertainty
Industrial touch panel maker Apex Material Technology (AMT), whose core business spans industrial control and medical applications, accounting for up to 90% of its operations, will...