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Thursday 25 June 2026
Qualcomm pushes into data center chips with Dragonfly lineup and Meta deal, taking aim at Nvidia
Qualcomm used its June 24 investor day to unveil a data center chip portfolio and a multi-generation CPU agreement with Meta, a strategic bid to diversify beyond a shrinking smartphone...
Thursday 25 June 2026
Micron forecasts stronger AI-driven growth as strategic agreements reshape memory market
On June 24, Micron Technology reported record fiscal third-quarter results and issued a fourth-quarter forecast that significantly exceeded market expectations, reinforcing investor...
Thursday 25 June 2026
China wafer champion turns to US$1.6B overhaul to stop losses
National Silicon Industry Group, China's leading 12-inch silicon wafer maker, has announced a CNY11.45 billion (US$1.6 billion) capital injection into its core subsidiary Shanghai...
Thursday 25 June 2026
Power-Win expands into EV battery recycling as Jiadong plant ramps up
Power-Win Technology Co. Chairman Lin Pei-yi said following the company's June 23 shareholders meeting that its core battery recycling and processing business has benefited from process...
Thursday 25 June 2026
Techzone builds circular economy to tap rising semiconductor expansion demand
Techzone Technology Materials, a provider of one of Taiwan's few integrated waste treatment, renewable energy, and recycling solutions, is actively addressing the waste treatment demand...
Thursday 25 June 2026
Foxtron enters overseas expansion phase as passenger vehicles, buses scale in 2027
Foxtron Vehicle Technologies held its investor conference call on June 23, stating operations in the first half of 2026 followed a pattern of a slow start but strong finish.
Wednesday 24 June 2026
Global market for advanced chip packaging set for rapid expansion
The market for fan-out panel-level packaging(FOPLP) and glass substrate packaging is set to grow sharply as chipmakers race to support AI and high-performance computing. For global...
Wednesday 24 June 2026
Cerebras leans on OpenAI and AWS as anchor customers, raising questions about concentration
Cerebras Systems' first public quarter highlighted its dependence on a small set of large partners — OpenAI and AWS anchor the business — even as management declined on...
Wednesday 24 June 2026
High memory prices and weak demand hinder revenue of CyberTAN in advancing into AI and Wi-Fi 7
CyberTAN Technology said rising memory prices have dampened customer orders and softened recent revenue, a sign that global electronics demand remains cautious. The networking equipment...
Wednesday 24 June 2026
Why China's state media suddenly turned critical of heavy electric vehicles
The Chinese government has recently introduced a series of regulatory measures targeting the new energy vehicle (NEV) industry. In addition to reducing subsidies and restoring related...
Wednesday 24 June 2026
Bosch Taiwan hits record FY2025 revenue on AI demand
Bosch Taiwan posted another record in fiscal year 2025, with revenue reaching NT$43.3 billion (US$1.37 billion), up 18.6% year on year. Growth was driven by strategic portfolio expansion,...
Wednesday 24 June 2026
Cerebras posts 92% revenue growth in first public quarter, but warns compute rentals will squeeze margins
Cerebras Systems delivered 92% revenue growth in its first quarter as a public company, but management cautioned that its decision to rent back computing capacity from an existing...
Wednesday 24 June 2026
China's chip-equipment push starts to weigh on Japanese suppliers

China's push to build a domestic semiconductor equipment industry is beginning to cut into revenue at major Japanese toolmakers, with...

Wednesday 24 June 2026
FSC sees higher-margin orders as low-carbon demand boosts equipment sales
Fu Chun Shin Machinery (FSC Group) reported stronger revenue and profitability in 2025, driven by growing demand for low-carbon and smart manufacturing solutions. At its June 22 shareholders...
Wednesday 24 June 2026
China CMP tool leader Hwatsing seeks US$550M to close chip equipment gap
Hwatsing Technology, China's leading domestic supplier of chemical mechanical planarization (CMP) equipment, is seeking up to CNY4 billion (approx. US$552 million) through a private...