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Wednesday 29 April 2026
China OSAT leader JCET expands in advanced packaging, profit climbs
China's leading OSAT player, JCET, reported solid first-quarter 2026 results, supported by demand in high-performance computing and automotive electronics, even as the broader semiconductor...
Wednesday 29 April 2026
BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Wednesday 29 April 2026
China memory chip designer Montage lifts profit on DDR5, AI server demand
China-based memory interface chip supplier Montage Technology reported solid first-quarter 2026 results, supported by rising demand for AI servers and accelerating adoption of next-generation...
Wednesday 29 April 2026
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
Wednesday 29 April 2026
US escalates chip war, targets Hua Hong's 7nm ambitions just ahead of Trump-Xi Summit

The US Department of Commerce (DOC) has reportedly issued "is-informed" letters to several major wafer fab equipment (WFE) manufacturers, ordering...

Wednesday 29 April 2026
UMT identifies UK partner linked to Starlink supply chain
Universal Microwave Technology, a Taiwanese maker of satellite and millimeter-wave components, has disclosed a previously unnamed European customer supplying high-power amplifiers...
Wednesday 29 April 2026
China's GPU IPO wave meets its hardest test: cluster stability
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Wednesday 29 April 2026
Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
Wednesday 29 April 2026
AI server demand locks up memory supply through 2027, prices seen holding firm
Artificial intelligence (AI) server demand is tightening memory supply through 2027, with a large share of upstream capacity already committed under long-term agreements, according...
Wednesday 29 April 2026
OpenAI's growth slowdown raises questions over AI expenditure
OpenAI is confronting a growing tension between its aggressive infrastructure spending and signs of softer-than-expected business momentum, as internal targets for both user growth...
Wednesday 29 April 2026
NXP signals structural growth as automotive and industrial drive momentum
NXP Semiconductors outlined a strengthening business outlook, with management pointing to clearer demand visibility and improving operational indicators across its end markets. CEO...
Wednesday 29 April 2026
Kemflo bets on BIM and recycling tech to target US$100 billion semiconductor water market
Kemflo announced it is positioning its BIM design and recycling technologies to capture growing demand for industrial water treatment from the semiconductor and electronics sectors,...
Wednesday 29 April 2026
Huizuan Technology breaks ground on Thailand plant to scale high-end CPO, AI HDD and cooling
Superior Plating Technology announced a groundbreaking for a new factory in Ayutthaya, Thailand, with the first phase involving an investment of NT$300 million (US$9.52 million) for...
Wednesday 29 April 2026
Faraday Technology posts profit decline in the first quarter as gross margin hits 13-quarter high
Faraday Technology reported consolidated revenue of NT$2.59 billion (US$82.4 million) in the first quarter, with net income after tax of NT$100 million and earnings per share of NT$0.40,...
Wednesday 29 April 2026
NXP beats expectations and lifts outlook on improving chip demand
NXP Semiconductors reported first-quarter fiscal 2026 revenue of US$3.18 billion, rising 12.2% year on year but down 4.6% sequentially, according to company data. Gross profit increased...