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    Samsung's China sales overtake US; Nvidia not among top five customers
    6min ago
    Record orders, yet profits squeezed: Asia-Pacific electronics supply chain caught in cost crunch
    20min ago
    NEWS TAGGED OUTLOOK
    Monday 17 August 2026
    China battery makers rework costs as lithium prices fall and taxes rise
    China's lithium battery industry is entering a new phase of cost restructuring as falling lithium carbonate prices, uncertain supply conditions and higher taxes squeeze manufacturers'...
    Monday 17 August 2026
    E Ink cuts 2026 outlook as signage gains momentum

    E Ink has lowered its 2026 revenue growth outlook after rising memory prices hit demand for consumer electronics, but the company said...

    Monday 17 August 2026
    Appier lifts FY26 outlook after record second-quarter revenue and margin gains
    Appier, an agentic AI-as-a-service provider, reported record second-quarter 2026 revenue of JPY12.9 billion and raised its fiscal 2026 outlook on the back of stronger growth and higher...
    Friday 14 August 2026
    Cerebras raises 2026 outlook as hardware sales weaken
    AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
    Friday 14 August 2026
    Taiwan Microloops posts record July revenue as AI cooling demand lifts second-half outlook
    Taiwan Microloops reported stronger second-quarter and first-half 2026 results, supported by rising shipments of cooling modules for AI server customers. The Taiwan-based supplier...
    Thursday 13 August 2026
    Asus raises server outlook as AI demand lifts record second quarter results
    Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...
    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...
    Wednesday 12 August 2026
    Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

    Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

    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
    Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
    Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
    Monday 10 August 2026
    LinkCom sees order visibility into early 2027 as delayed client pull-ins weigh on sales
    LinkCom Manufacturing said its July revenue fell from a year earlier because tight supplies of memory, passive components, and other key parts pushed up prices and prompted some networking...
    Saturday 8 August 2026
    Quanta posts second-highest monthly revenue as notebook shipments plunge 38%
    Quanta Computer posted its second-highest monthly revenue on record in July, as strong AI server demand sustained growth even as notebook shipments fell nearly 38% from June.
    Saturday 8 August 2026
    Accton revenue jumps on AI switch demand as 1.6T shipments expand
    Accton Technology Corporation said demand for high-end networking gear remained strong as AI data center buildouts continued, lifting July consolidated revenue to NT$39.473 billion,...
    Friday 7 August 2026
    Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
    Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
    Thursday 6 August 2026
    Largan July 2026 revenue rises 11% as CPO samples progress

    Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year...

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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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