CONNECT WITH US
NEWS TAGGED 2026
Tuesday 4 August 2026
AI's payback math: how long can servers last?

Amazon's second-quarter 2026 results beat market expectations by a wide margin, but rapidly expanding investment in artificial intelligence...

Tuesday 4 August 2026
Taiwan specialty chemical firm expands Taiwan, China capacity on AI materials boom, eyes 20% revenue gain in 2026
Taiwan-based specialty chemicals supplier Johnson Fine Chemical expects robust growth in electronic materials demand driven by AI, high-performance computing (HPC) and advanced communications...
Tuesday 4 August 2026
Kinsus boosts spending as global IC substrate supply stays tight
Kinsus said stronger second-quarter results and fresh capital spending reflect continued strain in the global IC substrate market, where demand from AI, CPU, GPU, and ASIC customers...
Tuesday 4 August 2026
Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

Tuesday 4 August 2026
Key material shortages prompt suppliers to prioritize three customer groups
Taiwanese research institute Chung-Hua Institution for Economic Research (CIER) released Taiwan's manufacturing purchasing managers' index (PMI) for July 2026 on August 3. The seasonally...
Tuesday 4 August 2026
MediaTek sees SerDes 448G as copper's final battleground
The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
Tuesday 4 August 2026
India rumored to move to extend electronics tax breaks to 2041, widening pitch against China

India is reportedly proposing to extend key tax exemptions for foreign electronics manufacturers until 2041, a move that hands Apple...

Tuesday 4 August 2026
2027 memory capacity reportedly sold out as buyers quietly lock in supply

Tight memory supply is expected to persist into 2027, with industry sources saying manufacturers have already completed much of their...

Tuesday 4 August 2026
Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
Tuesday 4 August 2026
Interview: Rising material costs and FOUP shortages threaten semiconductor supply chains
AI-driven demand, new fab construction, and conflict-led raw material inflation are combining to squeeze semiconductor suppliers in 2026, according to Topco Scientific Co. senior CEO...
Tuesday 4 August 2026
SK hynix Unveils First HBF Standard Specifications with Sandisk

SK hynix Inc. (or "the company", www.skhynix.com) announced today in collaboration with Sandisk that it has unveiled the first standard specifications for High Bandwidth...

Tuesday 4 August 2026
Advantech bets on Physical AI as WEDA accelerates edge AI commercialization
Riding continued investment in AI infrastructure, industrial PC (IPC) maker Advantech extended its strong growth momentum in the second quarter of 2026, posting record second-quarter...
Tuesday 4 August 2026
J&V Energy buys BlackRock's 187MW solar portfolio, doubling annual power output

J&V Energy announced on August 3, 2026, that it had completed the acquisition of a portfolio of operational solar projects in Taiwan...

Tuesday 4 August 2026
Unitree sees 1H26 revenue rise over 35% on humanoid robot demand

China's leading humanoid robot maker Unitree Technology expects first-half 2026 revenue to reach roughly CNY1.1 billion (US$155.8 million),...