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Wednesday 12 August 2026
Sercomm expands beyond broadband into 5G, edge AI and IoT as 2Q26 revenue hits record high
Taiwan's Sercomm Corporation is repositioning itself for the next phase of network infrastructure demand by expanding beyond traditional broadband equipment into 5G, fixed wireless...
Wednesday 12 August 2026
FocalTech expects demand to improve in the second half of 2026
Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new...
Wednesday 12 August 2026
Zhong Yang ramps up Thailand production as drone orders shift from China

Taiwan-based optical lens maker Zhong Yang Technology is benefiting from redirected orders from Europe and the US as customers seek alternatives...

Wednesday 12 August 2026
Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
Wednesday 12 August 2026
DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with...
Wednesday 12 August 2026
Haechitech enters eSSD sensors as it prepares Kosdaq listing

South Korean sensor IC designer Haechitech is moving beyond smartphone compass chips into enterprise solid-state drive temperature sensors,...

Wednesday 12 August 2026
Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks

Passive component distributor Nichidenbo said supply of MLCCs and other products remains tight as AI servers and ASIC applications...

Wednesday 12 August 2026
CoreWeave accelerates power expansion as AI infrastructure demand surges
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...
Wednesday 12 August 2026
Lumentum targets US$2B quarterly run rate as optical capacity expansion accelerates

Lumentum Holdings said it is pulling forward capacity investments across lasers, transceivers, and optical circuit switches (OCS) after...

Wednesday 12 August 2026
Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
Wednesday 12 August 2026
Samsung HBM4 yield nears 80% in push to rival SK Hynix

Samsung Electronics' production yield for its sixth-generation high-bandwidth memory, HBM4, has reportedly approached 80%, marking a...

Wednesday 12 August 2026
CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
Wednesday 12 August 2026
Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Wednesday 12 August 2026
Synnex sees strong growth in value-added commercial IT, semiconductors
AI-driven enterprise procurement and a consumer shift toward higher-end products lifted Synnex Technology International's revenue and profit in the second quarter of 2026, with profit...
Wednesday 12 August 2026
AI server tracker: King Slide, Quanta and AIC lead July growth

July revenue trends across Taiwan's server supply chain remained broadly positive year over year, although sequential performance varied...