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Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
Friday 10 July 2026
Nanya Technology posts record profit as gross margin nears 80%
Nanya Technology posted record quarterly profit after a more than 60% rise in average DRAM selling prices lifted its gross margin to 79.5%, with the Taiwanese memory chipmaker expecting...
Friday 10 July 2026
Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has...

Wednesday 1 July 2026
Kinpo expects 2H revenue to exceed 1H amid plant ramp

Kinpo Electronics said its core operations remained stable despite a first-quarter revenue drop, with global demand patterns, customer...

Monday 29 June 2026
Analysis: Micron gains pricing power as Trump-backed US manufacturing widens margins

Micron's latest earnings point to a shift in the AI hardware boom that could matter far beyond the US. The memory maker's surging revenue...

Friday 26 June 2026
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing...
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
Wednesday 17 June 2026
D-Link bets on AI therapy robots, targeting 100,000-unit shipments in 2027
D-Link is accelerating its transformation from a networking equipment brand into a broader AI and connectivity company, with CEO CJ Chang saying 2026 will mark the company's "rebirth"...
Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

Monday 15 June 2026
Exclusive: Wiwynn triples capital, president says it signals confidence
Wiwynn, Taiwan's smallest-capital server ODM with the highest EPS, is set to triple its share capital after shareholders approve a retained-earnings-to-capital-increase plan in 2026...
Thursday 11 June 2026
MSI sees CPU shortages easing as margins recover

Micro-Star International (MSI) said its gross margin recovered to 15% in the first quarter of 2026, after tariff costs, foreign exchange...

Wednesday 10 June 2026
EZConn posts record May revenue and aims for quarter-to-quarter growth through 2026
EZConn's record May revenue points to continued demand in optical communications, with implications for customers, suppliers, and investors tracking global data center expansion. The...
Wednesday 10 June 2026
HVLP4 copper foil battle heats up as Nvidia courts Co-Tech
Co-Tech said on June 8, 2026, that Nvidia has directly approached it to discuss long-term capacity planning for high-end HVLP4 copper foil, as AI GPU and ASIC demand accelerates and...
Monday 8 June 2026
Commentary: Largan shareholder meeting to draw focus on CPO progress and handset demand
Largan Technology is set to hold its annual shareholder meeting on June 9, and investors worldwide will be watching for signals on handset demand, manufacturing capacity, and its push...