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    Insight: Intel raises US$20B, but its 14A ambitions may need twice as much
    16min ago
    Alibaba Cloud cuts AI data center build time to 100 days, triples global modular capacity
    29min ago
    SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day
    33min ago
    NEWS TAGGED DEMAND
    Friday 14 August 2026
    MPI posts record 2Q26 revenue, profit as probe card capacity stays fully loaded

    Taiwanese test interface provider MPI said that continued strong expansion demand from global artificial intelligence (AI) customers,...

    Friday 14 August 2026
    Compal lifts profit on AI PCs and servers as component costs rise
    Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...
    Friday 14 August 2026
    Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
    Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...
    Friday 14 August 2026
    AMD reportedly to issue up to US$5B in bonds amid tech debt sale wave
    Advanced Micro Devices (AMD) is launching up to US$5 billion in debt offerings, part of a wave of tech companies reaching for capital markets to fund investments in AI-driven technologies...
    Friday 14 August 2026
    Nvidia Feynman pushes TSMC A16 and CPO ramp

    Nvidia is accelerating development and supply-chain alignment for its Feynman generation in the second half of 2028, even as Vera Rubin...

    Friday 14 August 2026
    Silicon Motion completes US$1.15 billion zero-coupon bond offering
    Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...
    Friday 14 August 2026
    LandMark Optoelectronics says silicon photonics capacity is "very, very tight"
    LandMark Optoelectronics said demand for its silicon photonics (SiPh) products is extremely strong, with output expected to keep rising over the next several quarters as capacity at...
    Friday 14 August 2026
    Taiwan machine tool exports return to growth in July

    Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July,...

    Friday 14 August 2026
    Phison reports record second quarter profit as AI storage demand surges
    Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...
    Friday 14 August 2026
    Quanta posts record second quarter revenue as AI server demand surges
    Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...
    Friday 14 August 2026
    SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
    Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
    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
    Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
    Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
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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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