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    AI server tracker: Demand drives July revenue gains across Taiwan infrastructure suppliers
    6min ago
    AI infrastructure enters multi-architecture fabric competition; Optical-copper interconnects and supply-chain coordination determine system performance
    16min ago
    SK hynix scouts US memory fab sites as customers seek local supply
    41min ago
    NEWS TAGGED REVENUE
    Thursday 13 August 2026
    Pegatron profit surges on AI server shipments and stronger product mix
    Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...
    Thursday 13 August 2026
    LandMark Optoelectronics posts surge in profit on silicon photonics demand
    LandMark Optoelectronics Corp. reported a sharp jump in revenue, margins, and profit in the second quarter of 2026, driven by strong demand for silicon photonics products and higher...
    Thursday 13 August 2026
    Asus raises server outlook as AI demand lifts record second quarter results
    Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...
    Thursday 13 August 2026
    Asus projects up to 150% server growth as AI demand lifts results
    Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...
    Thursday 13 August 2026
    Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

    Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

    Thursday 13 August 2026
    ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

    ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

    Thursday 13 August 2026
    Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
    Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
    Thursday 13 August 2026
    Pegatron sees 2026 server growth beat expectations
    Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
    Thursday 13 August 2026
    LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
    LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...
    Thursday 13 August 2026
    Tencent starts paying for AI in cash, core business is covering the bill
    Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
    Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
    Thursday 13 August 2026
    Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
    Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
    Thursday 13 August 2026
    AI inference surge lifts NAND market to record revenue: Counterpoint
    The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
    Thursday 13 August 2026
    ITTS reports first-half growth as ERP and AI projects gain traction
    Information Technology Total Services (ITTS) said its business recovered in the first half of 2026 as enterprise resource planning (ERP) implementation work advanced and data governance...
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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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