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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...
Friday 5 June 2026
China's EV makers are learning that growth comes at a cost
After briefly flirting with profitability late last year, China's leading electric-vehicle (EV) startups have once again slipped into the red, highlighting the mounting challenges...
Thursday 4 June 2026
Goldkey targets NT$10B funding to lock in memory supply as prices surge
Memory module maker Goldkey said it plans to raise NT$6 billion (US$191.4 million) to NT$10 billion in working capital in 2026 through multiple channels as tight supply and rising...
Wednesday 27 May 2026
Xiaomi saw nearly 60% profit drop amid memory cost 'super cycle'
On May 26, Xiaomi Corporation reported first-quarter 2026 revenue of CNY99.1 billion (approx. US$14.6 billion) as it confronts a "super cycle" of rising memory costs. Management characterized...
Wednesday 27 May 2026
China Electric outlines AI-driven digital transformation to lift 2026 profits
China Electric Manufacturing Corporation said at its May 26 shareholders meeting that first-quarter 2026 revenue was flat while gross margin rose to 38%, and it planned a phased digital...
Friday 22 May 2026
NIO posts operating profit and strong revenue growth in Q1 of 2026
Nio reported a return to operating profitability in the first quarter of 2026, marking its second consecutive profitable quarter as revenue and deliveries surged on stronger demand...
Friday 22 May 2026
Nvidia's rapid AI iteration cycle strains supply chain partners
Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
Thursday 21 May 2026
DFI flags supply crunch, not orders, as 2026's real growth ceiling
DFI Inc. said healthy order visibility and strong demand from medical and defense projects will sustain growth into the second half of 2026, but widening component lead times driven...
Tuesday 19 May 2026
ITE Tech awaits PC, NB visibility as price hikes begin in 2H26
ITE Tech's stable first-quarter results and planned price increases from the second half of 2026 signal potential cost pass-through across global PC, notebook, and embedded markets,...
Monday 18 May 2026
Getac gains from drone and defense demand as rugged PC supply chain struggles
Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
Monday 18 May 2026
Ennoconn outlines Kontron integration and physical AI push to target 20% ROE by 2030
Ennoconn Technology held a quarterly investor briefing, during which executives said the first-quarter results were weighed down by deferred, high-margin orders for intelligent software...
Friday 15 May 2026
TECO bets on Penang manufacturing hub to capture Southeast Asia data center opportunities
TECO Electric & Machinery reported first-quarter 2026 revenue of NT$14.235 billion (US$451.17 million), a 4.54% year-over-year increase, and earnings per share of NT$0.51, as executives...