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    Nichidenbo sees MLCC supply tightness as AI pushes lead times to 36 weeks
    6min ago
    TSMC says AI advanced packaging enters system-level battle
    26min ago
    Germany’s EV subsidies mostly benefited Tesla, while China-made vehicles followed
    Aug 11, 18:35
    Memory supply crunch pushes long-term contracts beyond the big three
    Aug 11, 18:35
    China’s polysilicon makers set a cost floor as solar losses widen
    Aug 11, 18:35
    DB HiTek benefits from TSMC and Samsung 8-inch wafer line scale back
    Aug 11, 18:34
    Memory giants hold US$38 billion in cash collateral as buyer leverage may return in 2029
    Aug 11, 18:34
    NEWS TAGGED LOSS
    Wednesday 12 August 2026
    Lumentum's AI optics boom drives revenue past US$1 billion, though one-time charge masks underlying profit swing
    Lumentum Holdings closed its fiscal 2026 with a fourth-quarter revenue surge that underscores the centrality of optical components to the AI data center buildout, even as a large one-time...
    Wednesday 12 August 2026
    CoreWeave's revenue more than doubles as US$104 billion backlog tests its ability to build fast enough
    CoreWeave's second-quarter results showed the AI cloud provider converting demand into revenue faster, even as its widening net loss and ballooning capital spending underline the central...
    Wednesday 12 August 2026
    Laster Tech narrows second quarter loss as LED headlamp orders improve
    Laster Tech, a maker of LED headlamp modules, narrowed its loss in the second quarter of 2026 as order visibility improved and new vehicle programs moved into mass production. The...
    Wednesday 12 August 2026
    Ubiqconn July revenue rises 18% as satellite applications jump 415%

    Ubiqconn Technology reported its second-quarter 2026 results and said July revenue strengthened as satellite applications became a bigger...

    Sunday 9 August 2026
    Greenfiltec posts first-half loss as activated carbon costs squeeze margins
    Greenfiltec reported first-half 2026 consolidated revenue of NT$311 million, up 18.35% from a year earlier, but the Taiwan-based airborne molecular contamination (AMC) filter supplier...
    Friday 7 August 2026
    Hughes files for Chapter 11 as Starlink reshapes satellite broadband
    EchoStar Group's broadband business subsidiary Hughes Satellite Systems filed for Chapter 11 bankruptcy protection in the US on August 3, saying it will use the process to reduce debt...
    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
    Macroblock returns to profit as display demand and new products support outlook
    Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
    SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
    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...
    Thursday 30 July 2026
    Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

    While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

    Thursday 30 July 2026
    CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

    CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Tuesday 28 July 2026
    Display industry earnings season shifts spotlight from panel prices to transformation strategies

    Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

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    Research_DB
    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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