CONNECT WITH US
NEWS TAGGED REVENUE
Friday 3 July 2026
AI server PMIC demand drives spillover orders for Taiwan chip designers

Taiwanese power management IC (PMIC) design houses have been expanding into new applications and broadening their product portfolios...

Friday 3 July 2026
Nvidia reportedly expands financing push with revenue-sharing model for AI cloud providers

Nvidia is deepening its role in the AI infrastructure market by offering financial guarantees to emerging GPU cloud providers in exchange...

Friday 3 July 2026
Meta's reported cloud push fuels debate over AI chip demand

Meta's reported plan to expand into cloud services is drawing fresh scrutiny from global investors and chip suppliers. The move could...

Friday 3 July 2026
Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

Friday 3 July 2026
Sinbon lifts revenue to record levels as humanoid robot work advances
Sinbon reported record monthly revenue in June 2026 and new highs for the second quarter and the first half of 2026, driven by stronger demand in green energy and industrial applications...
Friday 3 July 2026
Turvo shifts North America production as robot revenue target rises before 2029
Turvo International said it has expanded its manufacturing footprint across Taiwan, China and the US to reduce exposure to tariffs and geopolitical risk, while preparing for a bigger...
Friday 3 July 2026
Turvo expands auto business and targets growth in five new markets
Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors...
Friday 3 July 2026
Renesas trims chip portfolio to focus on AI servers and EVs

Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its...

Friday 3 July 2026
Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and...

Friday 3 July 2026
Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Thursday 2 July 2026
DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026
China ICT vendor H3C enters new AI server chapter after Unisplendour leadership reset

Unisplendour has reset its leadership as H3C, its core ICT subsidiary, enters a tougher phase in China's AI infrastructure buildout...

Thursday 2 July 2026
Taiwan's Eurocharm eyes peak 2026 on North American powersports cycle, Vietnam EV shift, and server rack entry
Taiwan's major precision parts maker Eurocharm Holdings is forecasting a record-breaking 2026, driven by robust North American SUV-related demand, a structural shift toward electric...
Thursday 2 July 2026
Infineon closes ams OSRAM sensor acquisition, adds EUR230 million in annual revenue
Infineon Technologies completed its acquisition of the non-optical analog and mixed-signal sensor portfolio from ams OSRAM on Tuesday, expanding its position in automotive and industrial...
Thursday 2 July 2026
Taiwan automotive LED maker EOI readies Mexico ramp for humanoid robots and silicon photonics

Excellence Optoelectronics Inc. (EOI) expects double-digit growth in 2026 from a strong 2025 base, supported by robust automotive lighting...