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    China's OLED capacity expansion threatens South Korea's auto and IT panel lead
    3h 31min ago
    China plans 6x AI computing expansion in five years, eyes 100,000-card clusters
    3h 31min ago
    Exclusive: European automakers reportedly expand China software teams despite layoffs
    3h 31min ago
    Chinese automakers face a crucial test in global localization
    3h 31min ago
    Analysis: Huawei and Xiaomi push China’s chipmaking race into a new phase
    3h 31min ago
    Mature-node chip shortages may last until 2028, turning supply chain management into a pricing lever
    3h 32min ago
    NEWS TAGGED GROSS MARGIN
    Tuesday 8 September 2026
    Black Sesame, Horizon Robotics unveil China's smart driving chip race

    China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

    Wednesday 2 September 2026
    China memory-module makers report surging profits, strained cash flow
    Seven listed Chinese memory-module and memory-distribution companies have filed first-half 2026 results, and the headline numbers are the largest the tier has ever reported. The more...
    Tuesday 1 September 2026
    Silergy data center business surges as new products scale up
    Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
    Monday 31 August 2026
    Podcast highlights: Xiaomi's 3nm chip cap, HBM in Malaysia, and Nvidia's margin tradeoff
    Can Xiaomi's in-house chip reach 2nm? Is HBM rerouting to Malaysia TSMC giving Intel a pass? Can Nvidia hold a 75% gross margin or protect market share? Ahead of Apple's September...
    Friday 28 August 2026
    Nvidia's upbeat outlook points to tighter AI supply chains ahead
    Nvidia's latest earnings and forecast suggest AI demand remains far ahead of available supply, with implications for memory, power, cooling, and networking worldwide. The chipmaker's...
    Friday 28 August 2026
    IntelliEPI says Japan substrate outage hit 2Q26 revenue
    IntelliEPI said on August 27 that revenue in the second quarter of 2026 was pressured after a Japanese substrate supplier shut down for nearly three weeks during the Golden Week holiday,...
    Thursday 27 August 2026
    China's foundries have won the mature-node argument, not the self-sufficiency one
    China's contract chipmakers spent the first half of 2026 proving something narrower than the headlines suggest. They demonstrated that domestic fabs can run at full capacity, raise...
    Thursday 27 August 2026
    Nvidia's binding constraint moves from demand to cost, and it has now put a number on both
    For the first time in this cycle, Nvidia has told investors where its gross margin will bottom out and how far short of demand its supply will fall - two admissions that shift the...
    Wednesday 26 August 2026
    Eternal Materials reports July revenue gain as advanced packaging demand strengthens
    Eternal Materials said July marked the start of its traditional peak season, with stronger shipments across its three main business units lifting monthly revenue to NT$4.093 billion...
    Thursday 20 August 2026
    Nvidia, TSMC, chip gear makers ride AI boom into high-margin club
    Strong AI demand is driving a wave of high profitability across the semiconductor supply chain, with equipment and materials suppliers increasingly joining a "high-margin club." Trailing...
    Thursday 20 August 2026
    Chinese SiC substrate maker SICC hits record Q2; 8-inch wafers top 50% of core revenue

    SICC reported stronger first-half 2026 revenue and margins as its 8-inch silicon carbide substrate business gained scale, highlighting...

    Wednesday 19 August 2026
    Xiaomi's costs are rising faster than its sales can absorb

    Xiaomi Corporation's second quarter showed a company being squeezed from both ends of its business at once: a surging memory-chip bill...

    Wednesday 19 August 2026
    Airoha, MediaTek back IC Plus against Realtek in switches

    Ethernet chipmaker IC Plus said on August 17 that its operations in 2026 have improved significantly after Airoha Technology took a...

    Tuesday 18 August 2026
    Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26
    LED packaging manufacturer Everlight Electronics stated that due to higher raw material costs, gross margin fell to 24.16% in the second quarter of 2026, down 7.93pp year-over-year...
    Tuesday 18 August 2026
    ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds
    Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...
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    BIZ FOCUS
    Sep 8, 08:00
    Shining a Light on the Precision Behind AI and Data Infrastructure
    Wednesday 2 September 2026
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    Keywave Technology innovative radar sensors spark a smart sensing revolution
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