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    China humanoid robot chips shift focus from raw compute to coordination efficiency
    44min ago
    Russia drives ICE exports as Europe masks NEV transshipment demand
    44min ago
    China tightens grip on LCD panels as TV share nears 80% and monitor share tops 70%
    44min ago
    Samsung’s HBM comeback is only the beginning, exec warns
    45min ago
    Commentary: AMD’s Taalas acquisition signals a shift toward ASIC-based AI inference
    46min ago
    NEWS TAGGED EARNINGS
    Tuesday 4 August 2026
    Team Group 2Q26 profit surges more than 200-fold, expects DRAM shortage to persist through 2027

    Memory module maker Team Group posted record profit in the first half of 2026, as surging demand and a persistent DRAM supply-demand...

    Tuesday 4 August 2026
    MediaTek sees SerDes 448G as copper's final battleground
    The question of where the limits of cloud AI high-speed interconnects will fall has been a major market focus over the past six months. MediaTek addressed the issue for the first time...
    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Tuesday 4 August 2026
    RichWave says Wi-Fi 7 momentum stays strong in 2H26

    RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

    Monday 3 August 2026
    Commentary: AUO's stalled transformation comes under fire after Frank Ko's sudden exit

    AUO, Taiwan's largest display panel maker, has spent recent years shifting away from consumer LCD panels toward higher-value markets...

    Monday 3 August 2026
    Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
    Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
    Monday 3 August 2026
    Merry Electronics cites costs and overseas ramp-up as 2026 profit risks
    Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...
    Monday 3 August 2026
    Intel EMIB yields hit target, MediaTek eyes 2028 ASIC ramp

    MediaTek said at its latest earnings call that its second-generation data-center ASIC product remains on schedule for mass production...

    Monday 3 August 2026
    Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
    Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
    Sunday 2 August 2026
    ESMT posts record second-quarter profit on higher contract memory prices
    Elite Semiconductor Microelectronics Technology (ESMT) reported a record second-quarter 2026 profit as contract prices rose for niche memory products, lifting results sharply from...
    Saturday 1 August 2026
    Realtek, Elan, and Parade set the tone for PC chip demand
    As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
    Friday 31 July 2026
    Samsung chip engineers eye SK hynix as AI-driven bonus gap fuels talent war
    Nvidia CEO Jensen Huang recently appeared alongside SK Group Chairman Chey Tae-won and Samsung Electronics Executive Chairman Lee Jae-yong at a high-profile AI gathering in San Francisco,...
    Friday 31 July 2026
    Analysis: Behind Microsoft's AI strategy to sharpen platform edge

    Microsoft is no longer framing artificial intelligence as a race to build the single best model. Instead, it is positioning itself...

    Friday 31 July 2026
    Tokyo Electron raises outlook as AI data center spending lifts memory demand
    Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
    Friday 31 July 2026
    Amazon Leo nears 400 satellites, initial service to begin this year

    Amazon's low-Earth-orbit (LEO) satellite network is approaching 400 satellites in orbit, enough to begin initial commercial internet...

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    CIOE
    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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