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    AWS backlog reaches US$496 billion; Amazon to double power capacity by end-2027
    8min ago
    Analysis: Behind Microsoft's AI strategy to sharpen platform edge
    9min ago
    Tokyo Electron raises outlook as AI data center spending lifts memory demand
    12min ago
    Powertech bets on AMD FOPLP mass production in 2027
    14min ago
    Amazon Leo nears 400 satellites, initial service to begin this year
    15min ago
    Auto chip demand recovers, but restocking remains elusive
    22min ago
    EU launches AI Gigafactories call to boost Europe's computing capacity
    32min ago
    Rising smartphone prices are reshaping purchase plans in India
    34min ago
    Beijing’s AI hub takes shape as Moonshot and Z.ai vie for talent and capital
    Jul 30, 18:05
    Beyond compute: how memory and storage became the next contested field of automotive semiconductors
    Jul 30, 18:05
    Research Insight: What CXMT IPO signals amid DRAM industry shift
    Jul 30, 18:04
    NEWS TAGGED GROSS MARGIN
    Thursday 30 July 2026
    ASE sees full-year LEAP revenue topping US$3.5 billion amid tight packaging capacity
    ASE Technology Holding said growing demand for advanced packaging and testing, combined with stronger momentum in its electronics manufacturing services (EMS) business, has tightened...
    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    Macronix sees 80% gross margin within reach but warns LTAs could deepen memory downturn
    Macronix International posted a sharp earnings increase in the second quarter of 2026, with gross margin reaching a record 64.4%. Its board also approved an additional NT$15.8 billion...
    Wednesday 29 July 2026
    Powertech posts record second-quarter revenue and targets a 2026 sales high
    Powertech Technology reported second-quarter 2026 revenue of NT$23.116 billion, up 8.5% from the previous quarter and 28% from a year earlier. The Taiwan-based memory and testing provider...
    Tuesday 28 July 2026
    Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
    Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Saturday 25 July 2026
    Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
    Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
    Friday 24 July 2026
    Product mix optimization boosts Sinbon 2Q26 net profit up 19%

    Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

    Friday 24 July 2026
    STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
    STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
    Friday 24 July 2026
    Wistron says growth is strong, but transformation remains incomplete
    Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...
    Thursday 23 July 2026
    Johnson Fine eyes 2026-2027 IPO on AI CCL supply chain push

    Specialty chemicals maker Johnson Fine Chemical has won approval from the Taiwan Stock Exchange for its listing plan and is now targeting...

    Tuesday 21 July 2026
    TSMC weighs margin hit against long-term AI payoff in US push

    TSMC has announced an additional US$100 billion investment in the US on top of its existing US$165 billion commitment, expanding its...

    Monday 20 July 2026
    Nvidia shrugs off HBM shortage, bets on AI infrastructure to sustain explosive growth
    Nvidia CEO Jensen Huang has delivered a clear message ahead of his trip to Japan: the chipmaker's growth is still accelerating, even with quarterly revenue approaching US$100 billi...
    Friday 17 July 2026
    TSMC says A14 process on track for 2028 volume production
    TSMC said at its earnings call on July 16 that its A14 process technology is developing as planned, with risk production set for 2027 and volume production slated to begin in 2028.
    Thursday 16 July 2026
    TSMC eyes record quarter: 2nm ramp drives 3Q26 guidance above US$44B

    TSMC is projecting its strongest quarter ever, guiding third-quarter 2026 revenue to between US$44.6 billion and US$45.8 billion on...

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    Research Report Database
    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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