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Wednesday 12 August 2026
Foxconn's profit growth outpaces capex; no equity raise planned for 2027 buildout
Foxconn told investors on August 12 that its earnings are now growing faster than the spending required to expand AI server capacity — and that it can fund a bigger 2027 buildout...
Wednesday 12 August 2026
SK Hynix reportedly revives China NAND expansion as YMTC and global rivals race to meet AI storage demand

SK Hynix is restarting a long-frozen expansion of its Dalian, China, NAND flash plant, adding capacity that will lift output at the...

Wednesday 12 August 2026
Intel's Israel fab stirs back to life, but case for 14A remains unconfirmed
Intel appears to be restarting work on Fab 38, its long-idle facility in Kiryat Gat, Israel, though how far the project will go — and whether it will ultimately run the company's...
Wednesday 12 August 2026
DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with...
Wednesday 12 August 2026
South Korea deepens semiconductor ceramics collaboration amid chip industry expansion

South Korea is moving to reinforce its semiconductor materials and components ecosystem as chipmakers accelerate capacity expansion...

Wednesday 12 August 2026
CoreWeave accelerates power expansion as AI infrastructure demand surges
CoreWeave reported second-quarter fiscal 2026 revenue of US$2.6 billion, up 112% year-over-year and 24% sequentially, and raised its full-year outlook as demand for its AI cloud infrastructure...
Tuesday 11 August 2026
Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

Tuesday 11 August 2026
Ina Energy plans 80 MW solar expansion as CPPA sales lift revenue mix

Ina Energy said it plans to add 80MW of new solar grid capacity over the next two to three years as corporate power purchase agreements...

Tuesday 11 August 2026
China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material...

Tuesday 11 August 2026
Chinese automakers push Europe share to 9% as trade fight intensifies
Chinese automakers captured 9.5% of Europe's new-car market in the first half of 2026, up from 5.0% a year earlier, as their expansion continued quarter-by-quarter. The gains have...
Monday 10 August 2026
Acer Gadget lifts revenue on smart-life peripherals and plans 2H expansion

Acer Gadget, a subsidiary of Acer Group, reported strong second-quarter results for 2026 and said it expects growth to continue in...

Monday 10 August 2026
TSMC July revenue jumps 44.7% to record US$14.5B, 2026 growth forecast tops 40%

Taiwan Semiconductor Manufacturing Company (TSMC) reported record monthly revenue of NT$467.58 billion (approx. US$14.5 billion) for July...

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
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
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...