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NEWS TAGGED 2026
Saturday 1 August 2026
MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
Saturday 1 August 2026
Obituary: Powerchip chairman Frank Huang dies after reshaping Taiwan's DRAM and foundry industry

Powerchip Semiconductor Manufacturing Corp. (PSMC) chairman Frank Huang died on July 31, 2026, at age 76, closing a career that spanned...

Saturday 1 August 2026
Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Saturday 1 August 2026
Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
Saturday 1 August 2026
Elite Material posts record 2Q result on strong AI-related demand
Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
Saturday 1 August 2026
Realtek, Elan, and Parade set the tone for PC chip demand
As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
Saturday 1 August 2026
Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
Friday 31 July 2026
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

Friday 31 July 2026
Exclusive: Asian chipmakers' shift to US helium raises concentration risk
Chipmakers in Taiwan, South Korea, and Japan have avoided broad helium-related production disruptions so far, but their rapid shift toward US supply is creating a new concentration...
Friday 31 July 2026
ASE lifts 2026 capex to record US$10.5 billion, expects LEAP revenue to double in 2027

Driven by robust AI-related demand for advanced packaging and testing, ASE Technology Holding has raised its 2026 capital expenditure...

Friday 31 July 2026
US CSP leaders keep capex growth as AI monetization deepens
Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...
Friday 31 July 2026
Analysis: Behind Microsoft's AI strategy to sharpen platform edge

Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...

Friday 31 July 2026
Tokyo Electron raises outlook as AI data center spending lifts memory demand
Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
Friday 31 July 2026
Memory shortages deepen as prices climb into the second half of 2026

Memory shortages are tightening across the supply chain, and higher contract prices are set to ripple through global electronics markets...

Friday 31 July 2026
Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Amazon has raised its 2026 capital expenditure plan by roughly US$20 billion and attributed the increase to a single input cost: me...