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Wednesday 24 June 2026
Global market for advanced chip packaging set for rapid expansion
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global...
Wednesday 24 June 2026
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...
Wednesday 24 June 2026
High memory prices and weak demand hinder revenue of CyberTAN in advancing into AI and Wi-Fi 7
CyberTAN Technology said rising memory prices have dampened customer orders and softened recent revenue, a sign that global electronics demand remains cautious. The networking equipment...
Wednesday 24 June 2026
Why China's state media suddenly turned critical of heavy electric vehicles
The Chinese government has recently introduced a series of regulatory measures targeting the new energy vehicle (NEV) industry. In addition to reducing subsidies and restoring related...
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion,...
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
Wednesday 24 June 2026
China's chip-equipment push starts to weigh on Japanese suppliers

China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with...

Wednesday 24 June 2026
FSC sees higher-margin orders as low-carbon demand boosts equipment sales
Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders...
Wednesday 24 June 2026
China CMP tool leader Hwatsing seeks US$550M to close chip equipment gap
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private...
Wednesday 24 June 2026
Hushan's ADAS camera module moves into volume ramp as aftermarket demand holds in North America
Hushan, a global automotive door-handle maker, said on June 23 that its ADAS automotive camera module has entered a volume ramp as long-term rigid demand in North America's aftermarket...
Wednesday 24 June 2026
Well Shin wins China cloud orders for AI server power cords and shifts production to Vietnam
Well Shin Technology announced on June 23, 2026, that it had secured orders from cloud service providers in China for high-current AI server power cords and had entered normal shipment,...
Wednesday 24 June 2026
BenQ Materials unveils medical strategy, eyes 50% revenue share
BenQ Materials is stepping up its medical push, with Chairman Z.C. Chen saying that its medical business is expected to account for 35% of revenue by the end of 2026, a record high...
Tuesday 23 June 2026
Fulltech sees low DK2 shipments rising, starts M9 quartz cloth certification
Fulltech, a glass fiber yarn and cloth maker, said at its 2026 annual general meeting that demand for next-generation AI servers and high-speed switches is lifting specifications and...
Tuesday 23 June 2026
Samsung Electro-Mechanics rides Qualcomm's data center push into servers

Samsung Electro-Mechanics has begun mass production of advanced package substrates for Qualcomm's first data center AI accelerator,...

Tuesday 23 June 2026
Taiwan OSAT sector's strongest 1H in years puts 2026 full-year revenue records in sight

Taiwan's semiconductor packaging and testing (OSAT) industry delivered strong year-over-year revenue growth in May 2026, with 21 of...