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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
InPsytech 1H26 revenue jumps over 50% on AI data center wins
InPsytech held its second-quarter 2026 earnings briefing and reported strong first-half results, with first-half revenue reaching NT$289 million (approx. US$9 million), up 50.4% from...
Thursday 20 August 2026
Fudan Microelectronics profit jumps 339%, FPGA localisation gains traction
Shanghai Fudan Microelectronics Group reported a sharp first-half earnings increase in 2026, helped by stronger semiconductor demand, rising sales across its chip portfolio and investment...
Thursday 20 August 2026
Sunplus expects automotive orders to rise in 3Q26 as memory costs threaten demand

Taiwanese IC design house Sunplus Technology expects its automotive orders to strengthen further in the third quarter of 2026, but warned...

Wednesday 19 August 2026
GigaDevice profit surges 1,092% on memory upcycle, niche DRAM and NAND gains
GigaDevice Semiconductor posted record first-half 2026 results, with tight memory supply and rising prices across niche products lifting earnings well beyond its full-year 2025 lev...
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
Merida sees full-year 2026 growth as Europe, China offset US weakness

Merida said its full-year 2026 business was still set to grow, supported by stable currency conditions, near-complete inventory reduction,...

Wednesday 19 August 2026
TBI Motion books orders into 2027, steps deeper into humanoid robotics

TBI Motion Technology returned to profit in the second quarter of 2026, with strong demand extending order visibility into 2027. The...

Wednesday 19 August 2026
AI servers, AFM to drive revenue; Pan-International eyes explosive growth in 2027

Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating...

Wednesday 19 August 2026
Samsung, SK hynix build KRW278 trillion cash pile on AI memory surge

Samsung Electronics and SK hynix have amassed a combined KRW278 trillion (approx. US$196.9 billion) in cash equivalents and short-term...

Tuesday 18 August 2026
Rockchip profit jumps 62% as edge AI chips scale across devices

China AIoT chip designer Rockchip posted record first-half 2026 results, with revenue rising 40.6% year on year to CNY2.88 billion (US$427...

Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
Innolux posts 4th straight profit, sees consumer display slip in 3Q26
Innolux said net profit after tax reached NT$4.65 billion (US$146.3 million) in the second quarter of 2026, marking a fourth consecutive quarter in the black. The panel maker warned...
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...
Monday 17 August 2026
Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses...