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    China silicon wafer makers expand 12-inch capacity and consolidate mature-node operations
    Aug 10, 17:26
    Cambricon and Moore Threads post strong 1H26 growth as China AI chips move to deployment
    Aug 10, 17:26
    Google readies Pixel 11 lineup, market breakthrough still under question
    Aug 10, 17:26
    Interview: Nvidia says networking is the core of AI computing as AI factories scale
    Aug 10, 17:25
    China auto brand slump pushes parts makers toward North America, Japan
    Aug 10, 17:25
    Taiwan producer prices surge as non-China supply chains face rising pressure
    Aug 10, 17:25
    NEWS TAGGED SHIPMENTS
    Saturday 8 August 2026
    Elan warns CPU and DRAM shortages will strain 2H26 PC demand
    Taiwanese touch controller maker Elan held an earnings call on August 5 and said overall operations in the second quarter of 2026 were still solid, but the PC market in the third quarter...
    Saturday 8 August 2026
    Chenbro revenue climbs in the second quarter as July shipments hit a record
    Chenbro Micom reported consolidated revenue of NT$7.82 billion (US$242.4 million) in the second quarter of 2026, up 10% quarter-over-quarter and 43.7% year-over-year. The server chassis...
    Saturday 8 August 2026
    Accton revenue jumps on AI switch demand as 1.6T shipments expand
    Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
    Saturday 8 August 2026
    Ching Chan Optical profit jumps on high-end optical sorter demand
    Ching Chan Optical Technology said second-quarter 2026 earnings per share reached NT$0.96, up 12-fold year-on-year, as shipments of high-end optical sorting machines for passive components...
    Friday 7 August 2026
    Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

    Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

    Friday 7 August 2026
    Raydium sees slower third-quarter momentum after smartphone OLED DDI pull-ins
    Raydium Semiconductor said its third-quarter 2026 momentum is likely to ease after customers pulled in orders for smartphone OLED display driver ICs in the second quarter. The Taiwan-based...
    Friday 7 August 2026
    Analysis: Five years of US polysilicon imports show why Washington set the price floor at US$21
    US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
    Friday 7 August 2026
    Taiwan raises 2027 central government spending to NT$3.6 trillion
    Taiwan's central government said it would lift 2027 spending to NT$3.6 trillion, as President Lai Ching-te outlined a budget plan aimed at boosting industrial upgrading, technological...
    Thursday 6 August 2026
    Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

    Introduction

    Thursday 6 August 2026
    Primax Electronics posts higher 2Q revenue as margins come under pressure

    Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

    Thursday 6 August 2026
    China smartphone shipments fall 5.5% as 5G models gain share
    China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
    Thursday 6 August 2026
    AI orders give Soonest visibility into 2027

    Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Tung Yang July revenue rises 23% on stronger AM and OEM demand
    Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
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    Research_DB
    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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