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    Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
    11h 55min ago
    Chinese PCB makers invest heavily to chase high-end markets
    11h 55min ago
    Alibaba Cloud pushes modular data centers in Wulanchabu
    11h 55min ago
    Eternal Precision Mechanics accelerates advanced packaging push with wafer lamination
    11h 55min ago
    Alibaba Cloud’s five super data centers shift into AI compute battlefields
    11h 56min ago
    NEWS TAGGED GROSS MARGIN
    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...

    Monday 3 August 2026
    Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

    Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

    Monday 3 August 2026
    Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
    Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
    Saturday 1 August 2026
    Silicon Motion posts record Q2 revenue and 2026 sales growth over 100%
    NAND controller maker Silicon Motion Technology reported record second-quarter 2026 revenue of US$451 million, up 32% quarter-on-quarter and 127% from a year earlier, as profit and...
    Friday 31 July 2026
    Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

    Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...

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    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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