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    US ban on Chinese optical modules could disrupt AI supply chain
    Aug 6, 18:42
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    Aug 6, 18:42
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    Aug 6, 18:42
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Aug 6, 18:42
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    Aug 6, 18:42
    China auto exports shift from price wars to value wars
    Aug 6, 18:42
    NEWS TAGGED 2026
    Thursday 6 August 2026
    China smartphone shipments fall 5.5% as 5G models gain share
    China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
    Thursday 6 August 2026
    iBase Solution unit lands U.S. optical module cooling orders after July launch
    Industrial computer maker iBase Solution said its new subsidiary, which began operations in July 2026, has already moved into production after completing qualification with US customers...
    Thursday 6 August 2026
    SpaceX losses don't shake confidence as Taiwan suppliers double down on long-term opportunities
    SpaceX's first earnings report since going public showed that second-quarter 2026 revenue surged 92% year-over-year to US$7.81 billion, while the company still posted a net loss of...
    Thursday 6 August 2026
    US curbs on Chinese optical modules cloud Taiwan suppliers despite LMOC revenue record

    The US Federal Communications Commission is reportedly drafting rules to prohibit imports of new Chinese optical transceiver modules,...

    Thursday 6 August 2026
    Nuvoton sees PC pressure ease as AI, cloud demand and quantum-security projects advance
    Nuvoton Technology is navigating weaker PC-related demand as memory shortages reshape global hardware orders, while cloud, AI, and security products gain momentum. The company said...
    Thursday 6 August 2026
    TSMC's CoW outsourcing spurs OSAT capacity push amid AI packaging bottleneck
    Taiwan Semiconductor Manufacturing Co. (TSMC) is expanding outsourcing of the chip-on-wafer (CoW) stage of its CoWoS advanced packaging to outsourced semiconductor assembly and test...
    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...

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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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