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    AI chip demand revives co-investment deals as ABF substrate capacity fills through 2028
    34min ago
    CXMT-SK Hynix LPDDR6 race shifts to yields, customers and capacity
    36min ago
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low
    39min ago
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    42min ago
    NEWS TAGGED REVENUE
    Monday 3 August 2026
    SK On posts record quarterly profit as South Korea battery makers recover
    SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue...
    Monday 3 August 2026
    Dixon sees mobile, IT hardware, and component push lift export and margin outlook

    Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

    Monday 3 August 2026
    Rising component costs, new Indian incentives, and export push shape Dixon's outlook
    Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...
    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Monday 3 August 2026
    FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

    Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...

    Monday 3 August 2026
    Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
    Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
    Monday 3 August 2026
    Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
    Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
    Monday 3 August 2026
    Elevated Materials names Jay Wang as chief revenue officer
    Elevated Materials has appointed Jay Wang as chief revenue officer as the battery materials company seeks to speed commercialization and widen its global reach. The move could matter...
    Sunday 2 August 2026
    AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
    Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's...
    Saturday 1 August 2026
    MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
    MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
    Saturday 1 August 2026
    Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
    Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
    Saturday 1 August 2026
    Elite Material posts record 2Q result on strong AI-related demand
    Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
    Saturday 1 August 2026
    AUO sells two plants in two days and expects up to NT$17.7 billion gain
    AUO said it moved to accelerate asset monetization in Taiwan by selling another factory on July 30 after announcing a separate disposal. The display maker agreed to sell its C5E plant...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Analysis: The AI buildout stopped being a demand story

    For three years, the constraint on artificial intelligence was how much compute the hyperscalers wanted to buy. The June-quarter filings...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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