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NEWS TAGGED REVENUE
Wednesday 16 September 2026
Chip revenue heads to US$2.4 trillion on price, not volume, Yole says
The semiconductor industry is on track to nearly quadruple in revenue by 2031 while shipping barely more silicon than it does today, a divergence that makes pricing power, not capacity,...
Tuesday 15 September 2026
DIGITIMES Insight: AI sends the semiconductor market toward US$1.6T, with memory doing the heavy lifting
DIGITIMES Intelligence forecasts the global semiconductor market will expand from US$791.7 billion in 2025 to US$1.6 trillion in 2026, representing year-on-year growth of 109.1%.
Tuesday 15 September 2026
Global semiconductor revenue hits record US$425B in 2Q26
Global semiconductor revenue reached a record US$425 billion in the second quarter of 2026, surging 31.4% quarter-over-quarter, as AI demand and strong memory pricing continued to...
Tuesday 15 September 2026
OEM/EMS AI servers: August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between...

Tuesday 15 September 2026
AI server tracker: CCL makers outpace PCB and substrate suppliers as server demand grows
Taiwan's copper-clad laminate (CCL) makers significantly outpaced printed circuit board (PCB) and IC substrate suppliers in August, as stronger server demand, pricing and product-mix...
Tuesday 15 September 2026
Panasonic Energy eyes JPY1 trillion yen AI storage revenue by 2028

Panasonic Energy, the battery unit of Panasonic Holdings, is betting big on energy storage for AI data centers as demand for backup...

Tuesday 15 September 2026
China sets first AI-brain-computer interface medical device standard

China has introduced what it says is the world's first medical-device standard for brain-computer interfaces (BCIs) that use AI to process...

Tuesday 15 September 2026
Xiaomi-backed Nuclei Sys tests public markets with RISC-V expansion still costly

Chinese RISC-V chip designer Nuclei System Technology has formally begun its IPO process, seeking fresh capital while heavy R&D...

Tuesday 15 September 2026
Phoenix Pioneer Technology AI power substrate order visibility extends to 1Q27

IC substrate manufacturer Phoenix Pioneer Technology (PPt) turned profitable in the first half of 2026, driven by strong momentum in...

Tuesday 15 September 2026
Edimax, Comtrend 1H26 operations under pressure from weaker India orders, rising component costs
Network equipment maker Edimax Technology and its subsidiary Comtrend were affected by changes in customers' shipping cycles in the first half of 2026. Coupled with rising costs for...
Tuesday 15 September 2026
CXMT rides AI boom to 80% operating margin

China's leading DRAM maker, CXMT Corporation (CXMT), formerly known as ChangXin Memory Technologies, is reaping a windfall from price...

Monday 14 September 2026
Taiwan drone maker Twoway breaks into US defense supply chain with Oklahoma procurement deal
Twoway has signed an agency procurement contract with a purchasing delegation from Oklahoma, marking a breakthrough in its defense strategy as it expands North American deployment...
Monday 14 September 2026
AI demand lifts UMC, VIS, PSMC revenue

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...

Monday 14 September 2026
AI server tracker: Taiwan ASIC design houses diverge as AI projects enter different revenue cycles
Taiwan's ASIC design-service suppliers all posted year-over-year revenue growth in August 2026, but the underlying figures point to sharply different stages of the custom-silicon c...