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    AUO warns of 2H26 panel demand pressure
    2min ago
    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED 2026
    Thursday 6 August 2026
    Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains
    Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...
    Thursday 6 August 2026
    China automakers struggle as margins plunge and battery supply chains skew
    China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
    Thursday 6 August 2026
    Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

    The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

    Thursday 6 August 2026
    Interview: Ayar Labs CEO sees CPO scale-up volumes rising in 2028-2029
    The 2026 Open Compute Project (OCP) APAC Summit will be held in Taipei on August 11-12, bringing together global cloud service providers (CSPs), semiconductor firms, silicon photonics...
    Thursday 6 August 2026
    China auto exports shift production and pressure suppliers in the first half of 2026
    China’s auto industry shifted sharply in the first half of 2026 as export growth offset weakening domestic demand, pushing production toward export-connected manufacturing hubs...
    Thursday 6 August 2026
    Fositek lifts server revenue mix to 56% and plans capacity expansion
    Fositek said AI-driven demand increased the share of server-related products in its revenue mix in the second quarter of 2026 and helped improve profitability even as overall sales...
    Thursday 6 August 2026
    Chicony Power wins US communications customer as AI server products move toward production
    Chicony Power Technology Co. said on Aug. 4 that stronger demand for communication and server power improved its second-quarter 2026 product mix, even as higher raw material costs...
    Thursday 6 August 2026
    HTC reports NT$280 million loss as AI glasses and XR products expand
    HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8...
    Thursday 6 August 2026
    Adlink posts record second-quarter revenue on AI edge computing demand
    Adlink reported record second-quarter 2026 revenue of NT$4.459 billion (approx. US$138 million), lifted by demand in AI edge computing and intelligent edge applications. The industrial...
    Thursday 6 August 2026
    GlobalWafers says AI demand is lifting utilization and new LTA talks are underway
    GlobalWafers said semiconductor demand has rebounded as AI and high-performance computing applications expanded, keeping its factories highly utilized and prompting a new round of...
    Wednesday 5 August 2026
    Foxconn revenue tops nearly US$30B for first time, with 3Q growth in sight

    Foxconn reported consolidated revenue of NT$946.51 billion (approx. US$29.37 billion) for July 2026, up 15.18% from the previous month...

    Wednesday 5 August 2026
    Infineon sees AI demand outpacing supply as customers lock in long-term capacity

    Infineon said demand for its AI data center power semiconductors continues to exceed available supply, prompting leading customers to sign...

    Wednesday 5 August 2026
    Foldable smartphone shipments are set to rise 20% as Apple enters the market
    Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
    Wednesday 5 August 2026
    LG Electronics posts strong second quarter as new businesses drive growth
    LG Electronics reported consolidated revenue of KRW23.83 trillion (US$16.7 billion) and operating profit of KRW1.58 trillion (US$1.1 billion) in the second quarter of 2026 as AI cooling,...
    Wednesday 5 August 2026
    Foldable phone demand shifts as wider models challenge flip designs
    Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...
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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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