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Saturday 8 August 2026
Analysis: Memory makers hold US$38 billion that isn't theirs to keep

Suppliers locked supply and price floors through 2030. The collateral protecting them runs out first — and that is when procurement...

Saturday 8 August 2026
Ching Chan Optical profit jumps on high-end optical sorter demand
Ching Chan Optical Technology said second-quarter 2026 earnings per share reached NT$0.96, up 12-fold year-on-year, as shipments of high-end optical sorting machines for passive components...
Saturday 8 August 2026
iST reports higher gross margin in the second quarter as validation demand rises
Integrated Service Technology (iST) reported consolidated revenue of about NT$1.184 billion in the second quarter of 2026, up 9.24% quarter-over-quarter but down 1.7% from a year earlier...
Friday 7 August 2026
Winbond's record 2Q points to tighter memory markets and more pricing power ahead

Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped...

Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
Thursday 6 August 2026
GlobalFoundries 2Q analysis 1/2: AI optics power earnings beat and margin gains
GlobalFoundries reported stronger-than-expected second-quarter results, supported by rapid growth in AI-related optical networking and a richer mix of higher-margin technologies.
Thursday 6 August 2026
Second-tier foundries' repair rally lifts margins back to 30%
The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
Thursday 6 August 2026
Parade sees steadier outlook despite margin pressure from memory costs

Parade said its second-quarter 2026 results were squeezed by a sudden increase in back-end testing and packaging costs, but the high-speed...

Thursday 6 August 2026
Syncmold boosts LEO satellite parts push as 2026 revenue slips
Syncmold Enterprise reported second-quarter 2026 results on the 3rd, saying low-Earth-orbit (LEO) satellite products accounted for a larger share of sales even as consolidated revenue...
Thursday 6 August 2026
Machvision July revenue hits record as AI and PCB demand strengthens
Machvision reported consolidated revenue of about NT$359 million (US$11.1 million) in July 2026, a record monthly high that was up 1.28% from June and 31.84% from a year earlier. The...
Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
WD points to HAMR ramp and long-term contracts as pricing power builds
At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
Thursday 6 August 2026
HTC reports NT$280 million loss as AI glasses and XR products expand
HTC reported a net loss of NT$280 million (US$8.6 million) attributable to parent company owners for the second quarter of 2026 on August 4, with revenue of NT$610 million (US$18.8...
Wednesday 5 August 2026
Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

Tuesday 4 August 2026
Onsemi details AI data center momentum, pricing strategy in Q2 earnings call

Onsemi's leadership fielded a wide range of investor questions following the company's second-quarter 2026 results, with much of the...