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Monday 6 July 2026
Samsung, SK Hynix and Micron face HBM4 race as custom chip demand grows

The global high-bandwidth memory market is expected to pivot from HBM3E to HBM4 in the second half of 2026, setting up a sharper contest...

Monday 6 July 2026
Chicony Power June revenue rises on pull-forward demand and server power sales
Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...
Monday 6 July 2026
Foxconn posts NT$821.8 billion June revenue as AI momentum stays strong
Hon Hai Precision Industry (Foxconn) reported consolidated revenue for June 2026 on July 5, with continued demand for AI servers and cloud networking products driving record performance...
Monday 6 July 2026
China's IC design boom nears CNY1 trillion, but Nvidia CUDA gap exposes limits

China's IC design industry is nearing CNY1 trillion (approx. US$150 billion) ahead of schedule, but AI is exposing deeper gaps in computing...

Monday 6 July 2026
LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth

LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare...

Monday 6 July 2026
Meta's AI cloud idea underscores a search for returns, not an AI retreat
Meta is reportedly exploring a new AI cloud infrastructure business that would let enterprises use its AI models and some unused GPU capacity, a move that could lift hardware utilization...
Monday 6 July 2026
Transcom lifts 2Q26 revenue 29% on defense and satellite demand
Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the...
Monday 6 July 2026
AI supercycle could drive semiconductor market beyond US$2 trillion by 2030
The global semiconductor market is entering a historically significant growth phase. According to WSTS's latest June forecast, global semiconductor revenue is projected to grow by...
Monday 6 July 2026
ESMT revenue hits record high as DDR2 and DDR3 prices keep climbing
Elite Semiconductor Microelectronics Technology (ESMT), a memory IC design house, posted record monthly consolidated revenue of NT$4.85 billion (approx. US$152 million) in June 2026,...
Sunday 5 July 2026
AI, HPC test interface demand drives CHPT June revenue to new monthly high

Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive...

Saturday 4 July 2026
Machvision's June revenue hits another record due to AI demand
Machvision posted another record monthly revenue in June 2026, as surging demand for AI servers, high-performance computing (HPC), and advanced packaging continued to lift orders for...
Friday 3 July 2026
Turn Cloud shifts to AI infrastructure

Turn Cloud Technology is accelerating its transformation from a solution as a service (SolaaS) provider into an AI infrastructure provider...

Friday 3 July 2026
AI server PMIC demand drives spillover orders for Taiwan chip designers

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios...

Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...