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Friday 10 July 2026
Apple iPhone 18 Pro Max BOM could jump US$300 as memory costs soar

New figures from Counterpoint Research estimate that the bill of materials (BOM) for the upcoming iPhone 18 Pro Max could rise nearly...

Friday 10 July 2026
Topco Scientific's June revenue hits record high on strong photoresist, quartz cloth demand
Topco Scientific (TSC) posted June 2026 revenue of NT$7.51 billion (approx. US$233.49 million), an increase of NT$970 million from May and 32.9% from a year earlier, setting a new...
Friday 10 July 2026
China's AI talent demand spreads into chips, rare earths, and new materials
China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh...
Friday 10 July 2026
PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Friday 10 July 2026
TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor...

Thursday 9 July 2026
Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

Thursday 9 July 2026
Lynas signs long-term partnership with JS Link for Malaysia magnet factory
Lynas Rare Earths has agreed to a long-term partnership with JS Link to develop a rare earth permanent magnet factory in Kuantan, Malaysia, a move that could reshape supply chains...
Thursday 9 July 2026
Gem Terminal June sales dipped as AI cooling and green power demand rose
Gem Terminal said June 2026 consolidated revenue fell from May because customers and internal teams carried out routine inventory counts, delaying some shipments. Even so, the Taiwan-based...
Thursday 9 July 2026
Nan Pao Resins posts June sales record on price hikes and early customer orders
Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...
Thursday 9 July 2026
Aurona sees strong PCB demand as AI and high-end chip trends lift sales

Aurona Industries said demand for its PCB process materials remains strong, with order intake rising year over year, and high-end products...

Wednesday 8 July 2026
National Center for Instrumentation Research helps academia break 2D materials bottleneck
As AI infrastructure chip orders flood in and TSMC runs near nonstop, academia has found it difficult to carry out industry-academia collaboration with the world's top foundry house...
Wednesday 8 July 2026
LG Electronics posts higher 2Q26 revenue and operating profit

LG Electronics reported higher revenue and operating profit for the second quarter of 2026, supported by strong year-over-year growth...

Wednesday 8 July 2026
ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates...

Tuesday 7 July 2026
China's sodium battery boom faces supply risk

China's sodium-ion battery sector is drawing intense attention as surging lithium carbonate prices lift lithium battery production costs...

Tuesday 7 July 2026
Exclusive: Geckos bets on AI materials beyond nano copper powders and CPO waveguides
As generative AI drives rapid growth in high-performance computing (HPC) demand, the semiconductor industry is shifting from process-node competition to materials competition. Geckos...