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Wednesday 26 August 2026
Star Trade to highlight power services for chips and AI at Semicon Taiwan 2026
Star Trade, a unit of HD Renewable Energy, is set to debut at Semicon Taiwan 2026 next week, offering power trading and energy management services for semiconductor and AI infrastructure...
Wednesday 26 August 2026
Nvidia earnings hinge on Rubin ramp and Vera CPU
Nvidia will release its fiscal second-quarter 2027 financial results on August 26, US time. Given Nvidia's performance pattern in recent quarters, Wall Street has come to expect a...
Wednesday 26 August 2026
China GPU race, Part 1: Enflame IPO spotlights Tencent ties, deep losses and AI chip ambitions
Enflame Technology is preparing to become the latest of China's leading AI chip developers to tap public markets, with a CNY6 billion (approx. US$893 million) Shanghai STAR Market...
Wednesday 26 August 2026
Eternal Materials reports July revenue gain as advanced packaging demand strengthens
Eternal Materials said July marked the start of its traditional peak season, with stronger shipments across its three main business units lifting monthly revenue to NT$4.093 billion...
Wednesday 26 August 2026
Taiwan listed firms report 1H26 pretax profit surge on AI server demand
Taiwan's Financial Supervisory Commission said on August 25 that strong global demand for Taiwan-made AI servers and high-performance computing lifted corporate earnings in the first...
Wednesday 26 August 2026
BOE, 3M expand materials partnership as foldable OLED competition intensifies
BOE Technology Group and 3M have opened a joint research laboratory in Beijing that covers optical films, optically clear adhesives, structural adhesives and advanced materials development...
Wednesday 26 August 2026
Samsung steps up Taylor Fab 2 preparations as foundry capacity tightens
Samsung Electronics has begun asking semiconductor equipment suppliers to complete safety-compliance groundwork for a second foundry fab in Taylor, Texas, months before construction...
Wednesday 26 August 2026
SK hynix adds second major customer as Nvidia misses Samsung's top five
SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting...
Tuesday 25 August 2026
Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%
Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...
Tuesday 25 August 2026
China foundry Nexchip breaks beyond display chips: CIS reaches 25% of revenue
Nexchip Semiconductor reported higher first-half 2026 revenue as broadening demand for CMOS image sensors, power management chips and display drivers diversified its product mix, even...
Tuesday 25 August 2026
Energy law amendments lift AI data center storage demand in Taiwan
AI data centers will increasingly rely on energy storage because of its fast response and grid impact mitigation capabilities, according to Recharge Power, a Taiwan-based battery energy...
Tuesday 25 August 2026
OmniVision's CIS business slips, but machine vision and robotics surge 71%
OmniVision Group reported a sharp drop in first-half 2026 profit as weakness in consumer electronics and automotive electronics weighed on its core image sensor business, even as machine...
Tuesday 25 August 2026
Zhongji Innolight's 1.6T surge shows AI networking is becoming next hyperscaler bottleneck
The AI infrastructure boom has long been defined by a race to secure GPUs, memory and power. Yet as cluster sizes continue expanding, another layer of the system is beginning to emerge...
Tuesday 25 August 2026
Inergy server share hits 47% on cooling, BBU demand

Inergy Technology said strong demand for AI server cooling and power management pushed the share of server-related applications to 47%...

Tuesday 25 August 2026
Nvidia memory demand widens the gap between SK Hynix and Samsung

Nvidia's AI memory orders helped drive a sharp split between SK Hynix and Samsung Electronics in the first half of 2026. According to...