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    Samsung weighs outsourcing Google TPU back-end design as 2nm demand grows
    0min ago
    Nvidia expands Japan AI partnerships with Kawasaki, Toyota, and industrial leaders
    1min ago
    CXMT IPO filing reveals Micron and Samsung alumni at heart of China's DRAM push
    2min ago
    Korean prosecutors raid Rambus, Montage, and Renesas as memory-interface chip probe goes global
    9min ago
    Gotion High-Tech expects 1H26 profit to more than triple on market gains and expansion
    13min ago
    OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands
    15min ago
    Jensen refutes Vera Rubin's delay, continuing Nvidia's running rebuttal of the rumor mill
    18min ago
    Commentary: CXMT IPO binds China's DRAM supply chain into one ecosystem
    27min ago
    Commentary: Chip lead times extend as cloud AI squeezes capacity
    34min ago
    NEWS TAGGED REVENUE
    Thursday 16 July 2026
    Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand
    Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...
    Thursday 16 July 2026
    Anthropic eyes autumn IPO to beat OpenAI and DeepSeek to public markets
    Anthropic PBC is lining up investor meetings ahead of a potential mega-IPO that could value the Claude maker at US$1 trillion or more, a move that would let it beat both OpenAI and...
    Thursday 16 July 2026
    Taiwan power device makers gain from automotive inventory buildup and order shifting
    Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
    Thursday 16 July 2026
    AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results
    Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...
    Thursday 16 July 2026
    Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
    Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...
    Thursday 16 July 2026
    TPV Technology expects first-half loss as costs rise and global competition intensifies
    TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...
    Wednesday 15 July 2026
    AI server tracker: Power and thermal suppliers lead June revenue growth

    Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

    Wednesday 15 July 2026
    AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
    AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
    Wednesday 15 July 2026
    ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
    Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
    Wednesday 15 July 2026
    Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
    Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...
    Wednesday 15 July 2026
    Taiwan auto market rebounds as replacement demand lifts second-half outlook
    Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
    Wednesday 15 July 2026
    IBM issues rare mid-quarter warning as AI-driven memory shortage shifts enterprise spending away from software
    A rare mid-quarter warning from IBM triggered the sharpest single-day decline in the company's 115-year history on Tuesday, and the reasons chief executive Arvind Krishna gave point...
    Wednesday 15 July 2026
    Taiwan's memory sector in June delivers standout performance by a wide margin
    Taiwan's memory sector delivered an extraordinary June 2026, with aggregate revenue reaching US$2,829.5 million, up 6.4% month-over-month and a staggering 288.3% year-over-year —...
    Wednesday 15 July 2026
    Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight
    Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace,...
    Wednesday 15 July 2026
    Huawei's US$11B clean energy business turns Brazil into its next growth engine

    Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications...

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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
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    Thursday 28 May 2026
    VIA Labs Announces MST Hub Controllers for Multi-Display USB-C Docking
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