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    Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
    Aug 13, 18:37
    Chinese PCB makers invest heavily to chase high-end markets
    Aug 13, 18:37
    Alibaba Cloud pushes modular data centers in Wulanchabu
    Aug 13, 18:37
    Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination
    Aug 13, 18:37
    Alibaba Cloud’s five super data centers shift into AI compute battlefields
    Aug 13, 18:37
    NEWS TAGGED CAPACITY
    Friday 14 August 2026
    Applied Materials sets 2028 capacity target as it commits new manufacturing hires
    Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...
    Friday 14 August 2026
    Hua Hong's fabs were already full — price is what finally made them profitable
    Hua Hong Grace Semiconductor has been running its fabs flat out for more than a year without earning an operating profit on the work. The June quarter ended that. Revenue reached a...
    Friday 14 August 2026
    SMIC's pricing power arrives as AI pushes mature-node work into China
    China's largest contract chipmaker has spent most of the past two years increasing volume without much to show for it in terms of margins. The June quarter broke that pattern. Semiconductor...
    Friday 14 August 2026
    Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
    Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...
    Friday 14 August 2026
    Cerebras raises 2026 outlook as hardware sales weaken
    AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
    Friday 14 August 2026
    Intel tests system memory to ease AI KV-cache pressure
    Intel tests presented at the OCP APAC Summit 2026 that moving the key-value cache used in large language model (LLM) inference from GPU memory to system DRAM can raise serving throughput...
    Friday 14 August 2026
    PixArt revenue rises on game-console demand as margin pressure grows

    PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

    Friday 14 August 2026
    ATEN lifts second-quarter profit on higher sales, pricing, utilization
    ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...
    Friday 14 August 2026
    LEO satellite communications, space computing drive rising importance of GaN power amplifiers
    DIGITIMES expects SpaceX to further accelerate Starlink satellite deployments in 2027, expanding network capacity and supporting faster rollout of its direct-to-cell (D2C) services...
    Friday 14 August 2026
    ABF substrate boom lifts Eternal Precision prices 20%

    Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

    Thursday 13 August 2026
    Quanta raises 2026 capex to NT$40B as AI visibility runs to 2028

    Quanta Computer told investors at its August 13 earnings call that customer AI product roadmaps and order visibility now extend into...

    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Thursday 13 August 2026
    Zhen Ding targets 50% revenue share from AI servers, optical modules, IC substrates by 2030

    Zhen Ding Tech (ZDT), a major PCB supplier, said at its second-quarter 2026 earnings conference on August 11 that rising investment...

    Thursday 13 August 2026
    LGES, Lopal sign three-year LFP supply deal worth up to CNY27 billion
    LG Energy Solution (LGES) and China's Jiangsu Lopal Tech have signed a three-year framework agreement covering up to CNY27 billion (approx. US$3.8 billion) in lithium iron phosphate...
    Thursday 13 August 2026
    NXP expands Malaysia factory to bolster global chip supply resilience

    NXP Semiconductors has begun expanding its Petaling Jaya assembly and test site in Malaysia, a move that could support semiconductor...

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    Research_DB
    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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