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NEWS TAGGED 2026
Tuesday 18 August 2026
TSC sees semiconductor material prices rise up to 15% as petrochemical costs squeeze supply

Topco Scientific (TSC) said at its second-quarter 2026 earnings conference that rising upstream petrochemical costs are pushing up...

Tuesday 18 August 2026
Daxin Materials accelerates semiconductor push with 12 products in mass production
Daxin Materials is expanding its semiconductor footprint, with semiconductor materials accounting for nearly 23% of revenue in the second quarter of 2026. The company expects the segment...
Tuesday 18 August 2026
Innolux posts 4th straight profit, sees consumer display slip in 3Q26
Innolux said net profit after tax reached NT$4.65 billion (US$146.3 million) in the second quarter of 2026, marking a fourth consecutive quarter in the black. The panel maker warned...
Tuesday 18 August 2026
Mitsubishi taps Foxconn EV platform for ASX VR-e launch

Mitsubishi Motors will launch its new all-electric SUV, the ASX VR-e, in Australia and New Zealand in the fourth quarter of 2026, with...

Tuesday 18 August 2026
Hushan eyes stronger 2H26 on drone cameras, OE push

Aftermarket (AM) parts and automotive camera maker Hushan Autoparts saw its first-half 2026 operations impacted by US tariff policies...

Tuesday 18 August 2026
SK hynix's No. 2 customer closes in on Nvidia in 1H26 sales

SK hynix's second-largest customer generated KRW17.19 trillion (approx. US$12.4 billion) in sales in the first half of 2026, nearly...

Tuesday 18 August 2026
China AI chip sales scale: Biren's revenue rockets up to 21-fold

Chinese AI chipmaker Biren expects first-half 2026 revenue to reach CNY1.15-1.3 billion (US$171-193 million), up about 1,852% to 2,107%...

Tuesday 18 August 2026
Everlight Electronics' 2Q26 gross margin hit by raw material costs, recovery expected in 2H26
LED packaging manufacturer Everlight Electronics stated that due to higher raw material costs, gross margin fell to 24.16% in the second quarter of 2026, down 7.93pp year-over-year...
Tuesday 18 August 2026
Commentary: AMD's Taalas acquisition echoing Jensen Huang's Groq strategy

On February 20, 2026, Canadian AI chip startup Taalas unveiled its HC1 inference chip. Taalas said the chip ran the Llama 3.1 8B model...

Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Tuesday 18 August 2026
Why AMD still owns US$565M of SpaceX shares after Musk chose Nvidia
Elon Musk has made SpaceX's AI hardware strategy unusually clear: future infrastructure will rely exclusively on Nvidia chips and technology. Yet AMD, Nvidia's largest rival in AI...
Tuesday 18 August 2026
Hybrids dominate Taiwan's auto market, as carmakers intensify push with new models

Sales of hybrid vehicles have surged in Taiwan due to range anxiety and still-inadequate charging infrastructure, and carmakers are...

Tuesday 18 August 2026
ITH OLED, T-Con ramps position 3Q26 revenue to defy market headwinds
Driven by a recovery across smartphone, notebook, industrial control, and automotive applications, ITH Corporation, the parent company of Ili Technology (Ilitek), posted solid revenue...
Tuesday 18 August 2026
AI server demand pushes high-end MLCC lead times toward 40 weeks
Multilayer ceramic capacitor (MLCC) supply is increasingly diverging by product specification, with mainstream components remaining relatively stable while lead times for some high-capacitance,...
Tuesday 18 August 2026
WeRide weighs expansion into Australia, Japan, South Korea, and SEA

Chinese autonomous driving company WeRide is considering expansion into Australia, South Korea, Japan, and Southeast Asia as it steps...