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NEWS TAGGED 2026
Wednesday 15 July 2026
JCET forecasts higher first-half profit on AI-driven chip demand
China's JCET expects stronger first-half earnings as global demand tied to artificial intelligence (AI) infrastructure lifts semiconductor activity. The outlook signals continued momentum...
Wednesday 15 July 2026
SK Siltron begins 300mm wafer production at KRW2.3 trillion Gumi plant

SK Siltron has begun volume production and customer shipments from a KRW2.3 trillion (approx. US$1.54 billion) expansion of its Gumi wafer...

Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
MacBook Neo drives Apple notebook shipments up 10% but A18 Pro shortages cap growth

Apple's MacBook Neo is selling briskly, lifting the company's notebook brand shipments by more than 10% year on year in the second...

Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
Wednesday 15 July 2026
Formosa Plastics raises pay 4.5% as it pushes transformation and new energy investments
Formosa Plastics Group said it will keep its annual salary increase tradition in 2026, approving an overall pay raise of 4.5% through its management center. The move comes as the Taiwanese...
Wednesday 15 July 2026
Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia
Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters...
Wednesday 15 July 2026
ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
Wednesday 15 July 2026
Global semiconductor equipment sales set to hit record US$165.9B in 2026
Global sales of semiconductor manufacturing equipment are on pace to reach an unprecedented US$165.9 billion in 2026, a 23.2% jump from the previous year, according to industry association...
Wednesday 15 July 2026
India-UK trade pact takes effect, setting a template that reaches well beyond tariffs

The Comprehensive Economic and Trade Agreement (CETA) between India and the UK came into force on July 15, 2026. While the immediate...

Wednesday 15 July 2026
White House bets on AI clearinghouse to close gap between finding and fixing cyber flaws
On July 14, 2026, the White House launched Gold Eagle, a federal cybersecurity clearinghouse meant to coordinate how software vulnerabilities are detected and patched across open-source...
Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
Google pushes India from AI demos to daily deployment, focusing on startups, skilling, and agent safety

Google used its I/O Connect India 2026 developer event in Bengaluru on July 14 to reframe its India strategy around getting artificial...

Wednesday 15 July 2026
US becomes top helium source for Taiwan, South Korea and Japan as Qatari supply falters

The US has become the leading source of helium and other noble gases for Taiwan, South Korea and Japan as disruptions to Qatari production...