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Wednesday 19 August 2026
Samsung and SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Wednesday 19 August 2026
AI drives EISO high-end PCB orders as CCL shortages bite

Niche printed circuit board (PCB) maker EISO Enterprise said that 2026 industry demand has returned to post-pandemic highs as AI applications...

Wednesday 19 August 2026
Charts: Memory, not logic, is doing the work in Taiwan's July chip revenue

Scale and growth have decoupled. TSMC still supplies more than half the sector's monthly sales, but the growth table now belongs to...

Wednesday 19 August 2026
Humanoids become Rainbow Robotics' biggest revenue source as Korean robot makers post mixed results

Mobile humanoids became Rainbow Robotics' biggest revenue source in the first half of 2026, while ROBOTIS posted rapid actuator growth...

Wednesday 19 August 2026
Charts: New capacity is starting to show up in Taiwan's packaging and test revenue
Ardentec credits a new fab entering volume production for the sharpest monthly jump in the sub-sector; ELASER's revenue nearly doubled year on year on customer demand.
Tuesday 18 August 2026
Rockchip profit jumps 62% as edge AI chips scale across devices

China AIoT chip designer Rockchip posted record first-half 2026 results, with revenue rising 40.6% year on year to CNY2.88 billion (US$427...

Tuesday 18 August 2026
VeriSilicon revenue surges 91% as AI ASIC backlog swells to US$1.85B

VeriSilicon posted record first-half 2026 revenue of CNY1.86 billion (US$276 million), up 91.37% year-on-year, as AI computing demand...

Tuesday 18 August 2026
Daxin Materials accelerates semiconductor push with 12 products in mass production
Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment...
Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
Innolux posts 4th straight profit, sees consumer display slip in 3Q26
Innolux said net profit after tax reached NT$4.65 billion (US$146.3 million) in the second quarter of 2026, marking a fourth consecutive quarter in the black. The panel maker warned...
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...