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    US ban on Chinese optical modules could disrupt AI supply chain
    6h 26min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    6h 26min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    6h 26min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    6h 26min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    6h 26min ago
    China auto exports shift from price wars to value wars
    6h 26min ago
    NEWS TAGGED 2026
    Thursday 6 August 2026
    Taiyo Yuden's AI server exposure is starting to reshape its earnings outlook
    Taiyo Yuden has lifted its full-year outlook after a stronger first quarter, as demand from AI servers and related IT infrastructure increasingly drives sales of higher-end capacitors...
    Thursday 6 August 2026
    China steps up EV battery and smart-driving inspections on five automakers

    China's Ministry of Industry and Information Technology launched surprise inspections in late July 2026 at five electric vehicle makers...

    Thursday 6 August 2026
    AI orders give Soonest visibility into 2027

    Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

    Thursday 6 August 2026
    AUO warns of 2H26 panel demand pressure

    AUO said panel demand will come under pressure in the second half. IT channel inventories remain elevated, with notebook inventories...

    Thursday 6 August 2026
    Chunghwa Precision Test posts record July revenue on AI chip demand
    Chunghwa Precision Test Tech. reported record monthly revenue in July 2026, as demand for AI and high-performance computing (HPC) testing products rose across data center and cloud...
    Thursday 6 August 2026
    Nanya Technology raises 2026 capex 34% to accelerate Fab 5A build-out
    Nanya Technology's board of directors approved several resolutions on August 5, including a plan to accelerate capacity build-out at its new Fab 5A by raising its 2026 capital expenditure...
    Thursday 6 August 2026
    Syncmold boosts LEO satellite parts push as 2026 revenue slips
    Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue...
    Thursday 6 August 2026
    Samsung pitches 5nm as HBM4, Nvidia orders push 4nm lines to full capacity
    Samsung Electronics' foundry arm is stepping up sales of its 5nm process as its more advanced 4nm capacity is expected to remain fully booked through 2027, driven by HBM4 base-die...
    Thursday 6 August 2026
    Microsoft's OpenAI disclosure reveals an unshakable dependency

    Microsoft Corp. has given the first clear accounting of its revenue from OpenAI: US$24.1 billion for the year ended in June, likely...

    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    Auras Technology sees July 2026 revenue more than double on liquid cooling demand
    Auras Technology reported a sharp rise in July 2026 revenue, more than doubling from a year earlier. The increase was mainly driven by customers expanding the adoption of liquid cooling...
    Thursday 6 August 2026
    Machvision July revenue hits record as AI and PCB demand strengthens
    Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
    Thursday 6 August 2026
    US curbs on Chinese data-center optics open orders to non-China suppliers
    The US Federal Communications Commission is reportedly considering restrictions on new models of Chinese-made optical transceivers used in data centers, potentially exposing suppliers...
    Thursday 6 August 2026
    National Aerospace Fasteners posts record first-half revenue on strong engine demand
    National Aerospace Fasteners Corp. reported a surge in July 2026 revenue and record first-half results as demand for aircraft engine parts stayed strong. The Taiwan-based fastener...
    Thursday 6 August 2026
    India proposes extension for electronics manufacturing tax breaks and loosening data center rules in new bill
    India's Taxation and Other Laws (Amendment) Bill, 2026, gives foreign suppliers to the country's electronics contract manufacturers a decade of extra tax certainty and removes some...
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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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