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NEWS TAGGED 2026
Wednesday 17 June 2026
Gem Terminal eyes new growth curve in 2026 with shipments of AI-related thermal materials
Gem Terminal Industry is seeing the results of its recent efforts in developing new copper materials, with expectations of sequential quarterly growth in 2026 as production capacity...
Wednesday 17 June 2026
AI PC design wins, drone business to boost Elan in 2H26
In light of tensions concerning non-China supply chains, microcontroller unit (MCU) supplier Elan Microelectronics expects stronger performance in the second half of 2026 as new AI...
Wednesday 17 June 2026
Acer E-Enabling posts nearly 20% revenue growth as AI agent demand boosts cloud and security services
Acer E-Enabling Service Business said enterprise adoption of AI Agent applications has driven stronger demand for cloud services, cybersecurity, and AI solutions, lifting its revenue...
Wednesday 17 June 2026
Research Insight: Japanese automakers pivot to HEV profits, AI, and SDV

Toyota, Honda, and Nissan are accelerating strategy shifts as Chinese automakers rise rapidly, global EV competition intensifies, and...

Tuesday 16 June 2026
AI chip race sends semiconductor equipment sales to record US$36.55 billion
Global semiconductor manufacturing equipment sales reached a record US$36.55 billion in the first quarter of 2026, driven by AI-related investment in advanced logic, DRAM, and advanced...
Tuesday 16 June 2026
China's Nexchip breaks into foundry top eight after AI demand lifts market to record numbers
AI, high-performance computing, and early pull-ins from TV, PC, and notebook supply chains pushed the global foundry market to a record high in the first quarter of 2026. China's Nexchip...
Tuesday 16 June 2026
AMD opens EFB front beyond CoWoS, putting Taiwan substrate trio in play
The AI data center buildout is driving demand for high-performance computing (HPC) and networking chips, sending the global IC substrate industry into a new growth cycle. Order visibility...
Tuesday 16 June 2026
TSMC eyes A16 mass production in 4Q26 and Intel refines 18A roadmap with 18A-P
Researchers and chipmakers presented new logic, memory, and device architectures at the 2026 IEEE/JSAP VLSI Technology and Circuits Symposium in Honolulu, with several results pointing...
Tuesday 16 June 2026
China AI chip hopeful Enflame nears IPO with fast revenue growth, heavy losses, and Tencent risk

Shanghai Enflame Technology is nearing a STAR Market listing, bringing another Chinese AI chipmaker closer to public markets while...

Tuesday 16 June 2026
Huawei readies HarmonyOS desktop PCs for September enterprise launch

Huawei is preparing to launch commercial HarmonyOS-powered desktop PCs in September, marking another step in its effort to extend its...

Tuesday 16 June 2026
Walrus Pump sees stronger liquid cooling demand, eyes higher 2026 growth

AI server liquid cooling is driving demand for pump makers, a shift that could boost supply-chain resilience and margins for Asia-based...

Tuesday 16 June 2026
Huawei's PanguLM comeback hinges on Richard Yu after credibility hit
Huawei is trying to restore the profile of PanguLM at a time when China's large AI model race is entering a tougher phase.
Tuesday 16 June 2026
Netronix's supply-chain discipline cushions memory shortages amid rising color e-book reader demand

Netronix said memory shortages are hitting the color e-book reader industry, but its long-built supply-chain management system and...

Tuesday 16 June 2026
Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it,...

Tuesday 16 June 2026
Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands
Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return...