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Monday 29 June 2026
Potens expands into AI cooling and power markets, server revenue share hits double digits

With growing demand for AI server cooling and power management solutions, power semiconductor design company Potens reported that revenue...

Monday 29 June 2026
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

Monday 29 June 2026
AIC sees double-digit growth as AI infrastructure shifts to rack-level systems
AIC said the global shift from single-server AI computing to rack- and system-level integration is driving coordinated storage, compute, and networking design as a key trend in AI...
Monday 29 June 2026
Niching targets higher margins as heat spreader orders extend through year-end
Advanced packaging is driving demand for heat spreaders, and semiconductor packaging and testing materials supplier Niching Industrial said its acquisition of Ming Chun Yuan Micro...
Monday 29 June 2026
As SpaceX plans more launches, Eson seeks to scale satellite parts business
The global low-Earth orbit satellite industry is moving from buildout to volume growth, with the pace of launches accelerating and supply-chain demand expanding. Eson Precision Industries,...
Monday 29 June 2026
LinkCom leans into AI networking and high-power power modules to drive growth
LinkCom Manufacturing held its 2026 annual general meeting and said rapid AI adoption is driving demand for its magnetic components in high-speed networking, AI data-center power,...
Monday 29 June 2026
Commentary: Jack Ma's rice-field message and Alibaba's new AI confidence
Jack Ma recently made a rare public appearance with senior executives from Alibaba and Ant Group at a rice-planting event outside Hangzhou. Although Alibaba chairman Joseph Tsai was...
Monday 29 June 2026
Jih Lin rides AI power demand to clip packaging
Jih Lin is seeing stronger business momentum as higher power consumption per AI server rack drives data-center power management toward 800V high-voltage direct current (HVDC) architectures,...
Sunday 28 June 2026
Trusval reports record 2025 profit, eyes global growth in 2026
Trusval Technology reported record 2025 revenue and profit, signaling stronger demand for semiconductor-related construction and industrial systems that matter to global supply chains...
Sunday 28 June 2026
CALIN shifts into land, sea, air and space markets as Starlink samples move forward
CALIN is expanding its business beyond traditional optics, aiming to serve land, sea, air, and outer-space applications to support growth as older product lines mature. The Taiwan...
Saturday 27 June 2026
DrayTek's revenue slide drags into 2026, company pins hopes on Wi-Fi 7 and cybersecurity
Taiwan networking equipment maker DrayTek held its shareholders' meeting on June 26, acknowledging its 2025 business and financial reports along with its profit distribution plan.
Friday 26 June 2026
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing...
Friday 26 June 2026
Seres' US$25bn wipeout tests the price of Huawei's EV halo
Seres Group, once the clearest listed proxy for Huawei's EV ambitions, has lost more than CNY180 billion (US$25 billion) in A-share market value from its peak, despite strong sales...
Friday 26 June 2026
Z.ai's HK$1tn rally tests China AI boom: model leap or market mirage?
Chinese AI startup Z.ai, also known as Zhipu AI, has turned GLM-5.2 into the clearest test yet of China's frontier AI gap with Anthropic and OpenAI. Its stock surge is now raising...
Friday 26 June 2026
Groundhog Technologies wins world's first telecom GenAI order, eyes LEO satellite optimization market
Groundhog Technologies is eyeing opportunities in low Earth orbit (LEO) satellite applications by targeting the satellite resource optimization market, according to chairman David...