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    US ban on Chinese optical modules could disrupt AI supply chain
    9h 32min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    9h 32min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    9h 32min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    9h 32min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    9h 32min ago
    China auto exports shift from price wars to value wars
    9h 33min ago
    NEWS TAGGED 2026
    Thursday 6 August 2026
    Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
    Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
    Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
    Thursday 6 August 2026
    WD posts record fiscal fourth quarter as AI-driven demand for high-capacity drives accelerates
    On August 5, Western Digital (WD) closed its fiscal 2026 with a fourth quarter that underscored how thoroughly artificial intelligence buildouts have reshaped the hard-disk-drive (HDD)...
    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...

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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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