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Wednesday 12 August 2026
Samsung HBM4 yield nears 80% in push to rival SK Hynix

Samsung Electronics' production yield for its sixth-generation high-bandwidth memory, HBM4, has reportedly approached 80%, marking a...

Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
Wednesday 12 August 2026
Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...
Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...

Wednesday 12 August 2026
Laster Tech narrows second quarter loss as LED headlamp orders improve
Laster Tech, a maker of LED headlamp modules, narrowed its loss in the second quarter of 2026 as order visibility improved and new vehicle programs moved into mass production. The...
Wednesday 12 August 2026
MediaTek July 2026 revenue falls as non-mobile units offset slowdown

MediaTek reported July 2026 revenue of NT$48.475 billion (US$1.5 billion), down 16.44% month-over-month but up 12.16% year-over-year,...

Wednesday 12 August 2026
Tsang Yow's semiconductor parts business drives profit growth in 2Q

Tsang Yow said its semiconductor equipment components business had become a major growth driver in July, as the Taiwan transmission-system...

Wednesday 12 August 2026
Panel makers turn to AI packaging as old fabs gain value
Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...
Wednesday 12 August 2026
Compal doubles AI server capacity, targets 30–40% revenue share by 2027

Compal officially opened its Daxi AI server manufacturing center on August 11, bringing new-generation AI server production capacity...

Wednesday 12 August 2026
Topco and Wah Lee post record July sales on semiconductor materials demand

Topco Scientific Co. and Wah Lee Industrial Corp. both reported record July revenue as chipmakers ran at full utilization and customers...

Wednesday 12 August 2026
Lite-On's LEO satellite power growth signals a deeper shift in global manufacturing

Lite-On Technology reported strong revenue growth in the first seven months of 2026, fueled by demand for AI, cloud, and LEO satellite...

Wednesday 12 August 2026
Ubiqconn July revenue rises 18% as satellite applications jump 415%

Ubiqconn Technology reported its second-quarter 2026 results and said July revenue strengthened as satellite applications became a bigger...

Wednesday 12 August 2026
Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

Wednesday 12 August 2026
AI demand lifts Taiwan software firms as Galaxy, M-Power, Systex post gains
Several Taiwanese software companies reported stronger results in 2026, with generative AI and AI agents supporting rather than disrupting their businesses. Galaxy Software Services,...