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    Broadcom reportedly eyes up to US$100B debt financing to expand AI chip push
    29min ago
    Vecow eyes robotics growth as North America, EMEA account for 65% of business
    33min ago
    Ubtech expands humanoid push as Nvidia executives quietly visit WRC booth
    49min ago
    NEWS TAGGED REVENUE
    Friday 21 August 2026
    Top 4 CSPs boost AI infrastructure; volume ramping of 800G switches fuels Accton's growth
    Major global cloud service providers (CSPs) continue to scale up investments in AI infrastructure. According to the latest DIGITIMES research report, combined capital expenditures...
    Friday 21 August 2026
    Cambricon advances sixth-gen AI silicon, broadens support for DeepSeek, Qwen and GLM
    Cambricon Technologies chairman and president Chen Tian-shi said the company's sixth-generation AI processor and instruction set remain under development, with the next-generation...
    Friday 21 August 2026
    Hiwin expands into CPO optical coupling process; 2H26 robotics revenue outlook brightens
    Hiwin Technologies Chairman Eric Y. T. Chuo stated that the company has supplied samples of miniature ball screws and single-axis robots to co-packaged optics (CPO) vendors across...
    Friday 21 August 2026
    Analyst: Upstream memory giants eye threefold 2026 revenue as 2027 capacity eases price surge
    The global memory market is entering a sharp upcycle as cloud providers boost capital spending and demand for AI infrastructure lifts DRAM, NAND, and HBM prices. According to DIGITIMES,...
    Friday 21 August 2026
    JCET profit surges 79% on AI demand, with advanced packaging and CPO gaining scale

    JCET Group reported record first-half revenue for 2026, with demand from artificial intelligence infrastructure and high-performance...

    Friday 21 August 2026
    Goertek reports higher revenue and profit in 1H26
    Chinese electronics manufacturer Goertek reported higher revenue and profit for the first half of 2026, supported by growth in its smart acoustic products and continued investment...
    Friday 21 August 2026
    Alibaba’s 45% AI cloud jump masked by 75% capex surge and margin squeeze
    Alibaba Group's June quarter is the clearest statement yet that the company now runs as an AI infrastructure business with an e-commerce cash engine attached, rather than the other...
    Friday 21 August 2026
    Alibaba guides AI cloud revenue toward US$10 billion run-rate next quarter
    Alibaba is signaling that its most capital-intensive bet yet — a three-year, CNY380 billion (US$56.33 billion) buildout of AI compute — is starting to compound into a self-reinforcing...
    Friday 21 August 2026
    Charts: TSMC's share of Taiwan chip manufacturing revenue falls to 81.8% as memory makers scale up
    Foundry leader Taiwan Semiconductor Manufacturing Company (TSMC) grew 37% year to date — and still lost four percentage points of the sub-sector's revenue share, because the...
    Friday 21 August 2026
    Charts: AI test demand drives broadest growth among Taiwan's chip equipment suppliers
    Thirty-eight of 43 companies grew year to date at a median rate of 28.7% — the highest of any semiconductor sub-sector — with test handlers, sockets and probe cards recurring...
    Friday 21 August 2026
    China silicon wafer maker NSIG nears 1.2 million monthly 300mm capacity after 90% shipment jump
    National Silicon Industry Group (NSIG) reported a 36.51% rise in first-half 2026 revenue as shipments of 300mm semiconductor silicon wafers increased more than 90%, though continued...
    Friday 21 August 2026
    TXC pivots to AI infrastructure as 1.6T optical modules surge
    Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...
    Friday 21 August 2026
    Longcheer and Luxshare move into robot ODM
    China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August...
    Friday 21 August 2026
    Kenmec surges on AI, advanced packaging to record orders, revenue

    Fueled by robust global demand for artificial intelligence and the rapid expansion of semiconductor advanced packaging capacity, Kenmec...

    Friday 21 August 2026
    Charts: Foxconn is losing share of Taiwan's EMS revenue as Quanta and Wistron near double
    The sub-sector's dominant supplier grew 37.9% year to date and still ranks only seventh of 20, while the other 19 companies grew 56.9% between them.
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    Thursday 20 August 2026
    PGC Helps Startups Accelerate ASIC Development with Turnkey Services
    Thursday 20 August 2026
    Chroma's Proprietary ASIC Technology Reshapes the Semiconductor Test Landscape
    Thursday 20 August 2026
    Henkel Launches LOCTITE ABLESTIK CDF900 Series Conductive Die Attach Film
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