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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...
Thursday 13 August 2026
Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
Thursday 13 August 2026
Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
Thursday 13 August 2026
Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
Thursday 13 August 2026
Seetel tops NT$8.2B in first seven months amid US and Australia expansion

Seetel reported strong momentum in 2026 as large-scale energy storage projects and battery module shipments lifted revenue, while the...

Thursday 13 August 2026
PC 2H26 pull-forward correction hits peripheral chip makers
As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
Thursday 13 August 2026
Longsys profit soars 715-fold on AI memory boom, enterprise storage, 5nm chips
Chinese memory supplier Longsys reported a dramatic earnings rebound for the first half of 2026, benefiting from rising memory prices, stronger AI data center demand, and a shift toward...
Thursday 13 August 2026
Progate posts record profit on TSMC, Synopsys ecosystem gains
Progate Group Corporation posted record second-quarter and first-half 2026 revenue and profit, as stronger operations and deeper ties with the TSMC, Synopsys, and ASE ecosystems boosted...
Thursday 13 August 2026
Inventec posts record second-quarter profit as notebook margins narrow
Inventec reported record net profit and earnings per share in 2Q26, even as gross margin declined and supply constraints intensified. The Taiwan-based electronics manufacturer said...