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Tuesday 18 August 2026
MediaTek widens ASIC services as market share surges

MediaTek has reportedly landed major orders for Google TPU products in recent years, even appearing to challenge Broadcom's position...

Monday 17 August 2026
Ennoconn's US$8B backlog sets up stronger 2H26 on AI and Kontron gains

Ennoconn expects profitability to improve in the second half of 2026 as higher-margin software, AI systems and solution businesses...

Monday 17 August 2026
Taiwan Mobile lifts 2026 profit outlook on AI data center push

Taiwan Mobile has raised its full-year 2026 operating profit growth outlook to 7% to 9%, excluding the impact of its planned Systex...

Monday 17 August 2026
Giant warns rising bicycle parts costs will pressure margins

Giant said rising raw material prices and price hikes for components from Japanese supplier Shimano, starting from August 2026, will...

Monday 17 August 2026
DFI accelerates edge AI rollout in 2H26 with ‘Right Compute’ strategy
Industrial PC (IPC) maker DFI held its second-quarter 2026 earnings conference on August 14, reporting a sharp improvement in profitability as its embedded, intelligent automation...
Monday 17 August 2026
Toppan eyes FC-BGA substrate price hikes as new line fills up
Japan's Toppan is negotiating price increases for FC-BGA substrates with customers as its new FC-BGA substrate plant ramps up, lifting the operating margin of its electronics business...
Sunday 16 August 2026
Nan Pao posts record second-quarter profit and July revenue as sales rise
Nan Pao Resins Chemical reported record second-quarter net profit attributable to the parent company of NT$877 million, with earnings per share of NT$7.27, as the Taiwan-based materials...
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
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
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
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
Friday 14 August 2026
Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins
Asia Tech Image (ATII), the sensor module unit of Asia Optical Group, held its online earnings call for the second quarter of 2026 on August 11, with president Iris Wu personally detailing...
Friday 14 August 2026
Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook
Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...
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
LandMark Optoelectronics posts surge in profit on silicon photonics demand
LandMark Optoelectronics Corp. reported a sharp jump in revenue, margins, and profit in the second quarter of 2026, driven by strong demand for silicon photonics products and higher...