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Tuesday 18 August 2026
SK hynix's No. 2 customer closes in on Nvidia in 1H26 sales

SK hynix's second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly...

Tuesday 18 August 2026
China AI chip sales scale: Biren's revenue rockets up to 21-fold

Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107%...

Tuesday 18 August 2026
Asus lifts server outlook, Supermicro orders hit record highs as Nvidia gears up to beat guidance

Concerns over whether the AI surge is a bubble continue to linger. However, recent indicators—from Nvidia's latest capital initiatives...

Tuesday 18 August 2026
Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26
LED packaging manufacturer Everlight Electronics stated that due to higher raw material costs, gross margin fell to 24.16% in the second quarter of 2026, down 7.93pp year-over-year...
Tuesday 18 August 2026
Samsung faces tougher HBM4E test after HBM4 comeback

Samsung Electronics' semiconductor chief has told executives not to treat the company's HBM4 comeback as proof that its recovery is...

Tuesday 18 August 2026
Eiso Enterprise's Guishan plant expansion doubles PCB capacity, eyes AI, aerospace, defense markets

Niche printed circuit board (PCB) manufacturer Eiso Enterprise has officially opened the second-phase expansion of its new plant in...

Tuesday 18 August 2026
ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds
Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...
Tuesday 18 August 2026
WeRide weighs expansion into Australia, Japan, South Korea, and SEA

Chinese autonomous driving company WeRide is considering expansion into Australia, South Korea, Japan, and Southeast Asia as it steps...

Tuesday 18 August 2026
European industrial suppliers gain from AI data center buildout
European makers of vacuum pumps, heat exchangers, and industrial gases are seeing new demand from the rapid buildout of AI factories, according to Bloomberg. The shift is...
Tuesday 18 August 2026
OpenAI revenue chief to exit as company advances IPO preparations
OpenAI said its revenue chief, Denise Dresser, will step down after less than a year in the role, adding another senior departure as the artificial intelligence company moves through...
Tuesday 18 August 2026
South Korea telcos pass KRW1 trillion in first-half AI data center revenue
South Korea's three major telecom operators generated more than KRW1 trillion (approx. US$706 billion) in combined artificial intelligence data center revenue in the first half of...
Monday 17 August 2026
Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses...

Monday 17 August 2026
Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026
Phison CEO sees years of NAND shortage, AI growth chance
Phison Electronics CEO Pua Khein-Seng said the company is seizing a once-in-a-lifetime chance to transform into a high-growth business as AI agents drive massive demand, keeping NAND...
Monday 17 August 2026
Samsung's China sales surge 272% in 1H26; Nvidia not among top five customers

Samsung Electronics' consolidated sales in China surged 272% in the first half of 2026, far outpacing growth in the Americas as a sharp...