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    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED EARNINGS
    Wednesday 12 August 2026
    Foxconn earnings call eyes four themes: AI racks, transaction models, Apple, EVs
    Foxconn will hold its second quarter 2026 earnings call on the afternoon of August 12, as AI racks continue to ship and July consolidated revenue topped NT$900 billion (approx. US$27.9...
    Wednesday 12 August 2026
    Supermicro defends margin outlook and order quality amid analyst scrutiny
    Supermicro executives fielded a wave of questions from Wall Street analysts following the company's fourth-quarter and full-year fiscal 2026 earnings report. Much of the discussion...
    Wednesday 12 August 2026
    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
    Wednesday 12 August 2026
    CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
    CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
    Wednesday 12 August 2026
    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

    Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

    Wednesday 12 August 2026
    Etron reports record July revenue as memory prices surge
    Etron Technology said July 2026 consolidated revenue jumped to NT$2.125 billion, a fourth straight monthly record, as rising memory prices lifted sales. The Taiwan-based memory IC...
    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
    Trusval posts record profit on semiconductor fab and memory project demand
    Trusval Technology posted record profit in the second quarter and first half of 2026 as demand from global semiconductor fabs, memory makers, and AI data centers drove orders for capacity...
    Tuesday 11 August 2026
    Asus posts record July revenue on strong AI server demand
    Asustek Computer (Asus) reported July 2026 group revenue of NT$84.13 billion (approx. US$2.61 billion), a record high for the period, up 53.3% from a year earlier but down 21% from...
    Tuesday 11 August 2026
    South Korean minister warns about CXMT capex as semiconductor profits debate heats up
    South Korean Minister of Trade, Industry and Resources Jung-kwan Kim has warned that the country should not rush to redistribute semiconductor profits throughout society just as AI-driven...
    Tuesday 11 August 2026
    Europe and US IDM giants expand China EV share on capacity, tech edge
    Major European and US integrated device manufactures (IDM) have faced strong competition from Chinese players within China's electric vehicle (EV) market in recent years, but many...
    Monday 10 August 2026
    SuperAlloy boosts profit and expands into semiconductor green supply chains

    SuperAlloy Industrial said after its August 7 board meeting that second-quarter 2026 results showed steady improvement in core profitability,...

    Monday 10 August 2026
    Naver revenue hit a record in 2Q26 as AI spending held down profit

    Naver reported record quarterly revenue in the second quarter of 2026, boosted by advertising and e-commerce growth, while operating...

    Monday 10 August 2026
    King Slide confident in next 3 years, aiming for US production in September
    Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter...
    Monday 10 August 2026
    Ennostar keeps full-year profit target as memory price surge boosts RGB TV backlight demand

    Ennostar Holdings is targeting a return to full-year profitability after stronger seasonal demand, asset-disposal gains, and a sharp...

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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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