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    Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
    12min ago
    SK Hynix's HBM paradox: DDR5 surge builds leverage for HBM4 price hikes
    15min ago
    LG wins Nvidia certification for 600kW CDU and lands North America data center project
    39min ago
    Panel supply chain earnings calls spotlight transformation and new businesses
    Jul 27, 20:11
    NEWS TAGGED REVENUE
    Tuesday 28 July 2026
    Eiso raises NT$300M to accelerate AI, aerospace, defense PCB expansion

    Printed circuit board (PCB) manufacturer Eiso Enterprise has completed its annual fundraising plan. To strengthen working capital for...

    Tuesday 28 July 2026
    Cadence raises 2026 outlook after record quarter, flags major Intel deal as revenue driver

    Cadence Design Systems posted stronger-than-expected second-quarter results on July 27 and raised its full-year revenue growth outlook...

    Tuesday 28 July 2026
    China display giant BOE rejects low-price race, turns to innovation to lift panel value
    BOE, the world's largest display-panel maker and one of China's leading technology companies, is moving away from low-price competition and plans to raise the value of Chinese display...
    Tuesday 28 July 2026
    Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
    Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
    Tuesday 28 July 2026
    China's Yunnan Germanium wins long-term InP wafer order as AI optical demand rises
    Yunnan Germanium has secured a major supply deal for indium phosphide (InP) wafers, underscoring how AI data center buildouts are reshaping global demand for high-speed optical parts...
    Monday 27 July 2026
    H2U lists on Taiwan Innovation Board to tap digital health opportunities
    Taiwan's largest digital health technology platform H2U debuted on the Taiwan Stock Exchange's Taiwan Innovation Board on July 24 at an offering price of NT$49.13 (approx. US$1.52)...
    Monday 27 July 2026
    WIN Semiconductors sees optical communications ramp accelerate AI revenue contribution

    Gallium arsenide (GaAs) foundry WIN Semiconductors (WIN) expects infrastructure revenue to continue growing in the third quarter of...

    Monday 27 July 2026
    Weekly news roundup: Samsung and SK Hynix favor DDR5, Intel accelerates 18A, Alibaba deepens CXMT ties
    AI infrastructure, memory and advanced chipmaking led this week's tech agenda, with Intel, Samsung, SK Hynix, CXMT, Alibaba and Foxconn reshaping capacity and supply chains. Below...
    Monday 27 July 2026
    Nokia says AI spending is driving optical networking demand
    AI data center spending is pushing high-speed networking higher on enterprise procurement lists, and Nokia said its optical and IP networks have become major growth engines. The company...
    Monday 27 July 2026
    GIGAIPC eyes retail, manufacturing and healthcare as edge AI adoption accelerates
    GIGAIPC, an edge AI and industrial computing subsidiary of Gigabyte Technology, is set to begin trading on Taiwan's Emerging Stock Market on July 27. The company plans to deepen its...
    Monday 27 July 2026
    Apacer 2Q26 profit tops full-year record on memory shortage
    Memory module maker Apacer Technology posted record quarterly profit in the second quarter of 2026, lifted by the memory shortage and surging prices. Net profit reached NT$2.7 billion...
    Monday 27 July 2026
    ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

    China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

    Monday 27 July 2026
    eSSD contracts surge as AI data centers shift spending from memory to storage
    Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Sunday 26 July 2026
    Lynas says Malaysia heavy rare earth project has gone over budget
    Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    AI Summit Seoul