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Tuesday 11 August 2026
EOC turns profitable in 1H26 as optical communications demand rebounds
East Tender Optoelectronics (EOC) reported a swing to profit in the first half of 2026, driven by an improved product mix, better capacity utilization, and a rebound in optical communications...
Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
TSMC nears AI packaging demand after years of doubling capacity:'CoWoS guy' Jun He

TSMC has been roughly doubling its CoWoS and SoIC capacity annually for the past several years, and is running CoWoS at better than...

Tuesday 11 August 2026
GMT says PMIC demand outstrips supply, prioritizes wafer grabs

Taiwanese power management IC (PMIC) maker Global Mixed-mode Technology (GMT) said at a recent investor conference that its revenue...

Tuesday 11 August 2026
Nvidia taps Wall Street for US$500B AI infrastructure financing network

Nvidia is teaming up with six of the world's largest investment and financial groups to mobilize more than US$500 billion in third-party...

Tuesday 11 August 2026
Anthropic's US$9.1B Riot deal underscores its scramble for AI computing power

Anthropic PBC has agreed to pay US$9.1 billion over 20 years for computing capacity from Riot Platforms Inc., a Bitcoin miner turned...

Tuesday 11 August 2026
Amkor reportedly weighs China stake sale as multinationals reassess footprint
Amkor Technology is exploring options, including the sale of a stake in its China business, according to people familiar with the matter, adding the US chip packaging and testing giant...
Tuesday 11 August 2026
Samsung races to qualify Taylor fab as 2nm demand turns US capacity into a strategic asset

Following growing momentum behind large-scale infrastructure buildouts in South Korea, the industry is witnessing an aggressive wave...

Tuesday 11 August 2026
Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements...

Tuesday 11 August 2026
Gudeng posts record seven-month revenue on EUV Pod orders and global demand
Gudeng Precision Industrial reported record revenue for the first seven months of 2026, supported by stronger EUV pod orders and rising purchases from overseas customers for advanced...
Tuesday 11 August 2026
Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

Tuesday 11 August 2026
China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material...

Tuesday 11 August 2026
Yesiang posts record revenue for third straight month on advanced process demand
Yesiang Enterprise, a major maker of advanced-process microcontamination control filters, reported strong first-half 2026 results and said July consolidated revenue reached NT$305...
Tuesday 11 August 2026
Climax Technology breaks ground on NT$2.3 billion Neihu plant, capacity set to rise 60%
Taiwanese wireless security systems maker Climax Technology held a groundbreaking ceremony at the site of its new plant in the Jiuzong section of Neihu District, Taipei, on August...
Tuesday 11 August 2026
Memory drives 62% of Nvidia Vera Rubin's cost — SOCAMM2, not HBM4, leads the bill

Memory chips account for roughly 62% of the cost of Nvidia's next-generation AI platform, Vera Rubin, according to a new cost breakdown...