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Thursday 14 May 2026
Khgears deepens robot supply chain role as smart transmission tops 10% of revenue
Khgears International said it has expanded its robot-related supply chain presence, with smart transmission products accounting for more than 10% of revenue in the first quarter of...
Thursday 14 May 2026
Nan Pao profit stays strong in 1Q26, expands into semiconductor specialty materials
Nan Pao Resins Chemical reported net profit attributable to the parent company of NT$790 million (approx. US$25.08 million) for the first quarter of 2026, up 8.4% year over year, with...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Thursday 14 May 2026
Cisco accelerates AI push with Silicon One gains and major restructuring plan
Cisco Systems reported record fiscal third-quarter results for fiscal 2026, surpassing its own financial guidance, driven by triple-digit order growth from hyperscale cloud providers...
Thursday 14 May 2026
Alibaba faces mounting margin pressure as AI investments accelerate
Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...
Thursday 14 May 2026
Tencent eyes Chinese ASIC ramp in 2H26
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
Thursday 14 May 2026
Foxconn briefing to clarify AI server orders, CPO commercialization, and EV alliances, investors say
Foxconn will hold its first-quarter 2026 earnings briefing on May 14, with investors expecting detailed updates on AI server demand, the commercialization of co-packaged optics, and...
Thursday 14 May 2026
Oppo Taiwan forecasts 5% to 8% shipment decline while revenue is set to rise
Oppo Taiwan said on the 12th that annual smartphone shipments were likely to fall 5% to 8% this year as surging memory prices pushed up handset costs and extended replacement cycles...
Thursday 14 May 2026
Korea races to narrow chip packaging gap with Taiwan and China

AI server demand is pushing semiconductor packaging into a new growth cycle, but the market remains heavily concentrated among a small...

Thursday 14 May 2026
AP Memory profit nearly doubles as S-SiCap shipments and IoTRAM ramp drive revenue
AP Memory reported that net profit for the first quarter of 2026 rose 91% to NT$660 million (US$20.93 million) as the company scaled mass production of its S-SiCap silicon capacitor...
Thursday 14 May 2026
Microloops posts record first-quarter profit as AI server cooling drives growth
Microloops reported record revenue and profit for the first quarter of 2026, driven by sustained demand for AI server cooling products that accounted for 60% of sales, the company...
Wednesday 13 May 2026
PixArt targets 2Q26 growth as gaming mouse and console demand offset weak PC sales
IC design firm PixArt Imaging said on May 12 that its three core business areas will post strong growth in the second quarter of 2026, with revenue expected to rise by the double digits...
Wednesday 13 May 2026
Inventec sees strong AI, general-purpose server demand through 2028
Inventec expects both artificial intelligence (AI) servers and general-purpose servers to see growth in 2026, with company president Jack Tsai noting that orders for the latter are...
Wednesday 13 May 2026
Dixon Technologies sees margin pressure as stagnation offsets full-year growth
Dixon Technologies reported fiscal 2026 results showing full-year revenue growth, but underlying profitability momentum weakened toward the end of the year, with a flat fourth quarter...
Wednesday 13 May 2026
AI demand lifts Zhen Ding as server and chip substrate sales surge
Taiwanese printed circuit board maker Zhen Ding Technology Holding reported first-quarter 2026 revenue that reached a record for the period, as booming demand for artificial intelligence...