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Thursday 9 July 2026
CXMT IPO leaves HBM off the funding list, tempering China AI memory hype

CXMT's STAR Market IPO suggests China's largest DRAM maker is prioritizing commodity memory over an aggressive near-term push into...

Thursday 9 July 2026
Chinese Rockchip expects 1H26 revenue and profit to rise on AIoT demand

Rockchip Electronics has forecast strong growth in revenue and profit for the first half of 2026, citing sustained demand for its AIoT...

Thursday 9 July 2026
GlobalWafers says wafer demand is improving as chip cycle heals
GlobalWafers reported a rebound in second-quarter revenue as semiconductor demand improved across advanced and mature nodes, a sign that recovery trends in the global chip market could...
Thursday 9 July 2026
Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026
AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

Thursday 9 July 2026
Univacco posts record revenue on card demand
Univacco Technology said its June revenue, second-quarter revenue and first-half revenue for 2026 all reached record highs for the same periods, driven by stronger orders from existing...
Thursday 9 July 2026
Apple's expanded US$30 billion Broadcom deal signals deeper bet on US chip strategy and domestic manufacturing
Apple's decision to commit more than US$30 billion to Broadcom over the next several years carries implications that reach well beyond a single procurement contract — potentially...
Thursday 9 July 2026
Tung Yang sees demand rebound as market uncertainty eases
Tung Yang's latest sales update suggests a modestly improving outlook for the auto parts industry as trade policy becomes clearer and geopolitical risks appear to ease. For global...
Thursday 9 July 2026
Chenbro posts record June revenue as server and AI demand accelerate
Server chassis maker Chenbro Micom reported record June and second-quarter revenue, underscoring how AI-related infrastructure spending is reshaping demand for server hardware worldwide...
Thursday 9 July 2026
Compeq says AI and satellite demand offset seasonal slowdown

HDI board maker Compeq Manufacturing Co. said strong shipments of low-Earth-orbit satellite and consumer electronics boards, along...

Wednesday 8 July 2026
ELAN revenue hit the top of forecast as notebook and AI products gained traction
ELAN reported June 2026 revenue of NT$1.059 billion, up 5.48% from the prior month and 7.13% from a year earlier. The Taiwanese chip maker said second-quarter 2026 revenue reached...
Wednesday 8 July 2026
AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026
Samsung widens Nvidia Vera Rubin memory play with PCIe 6.0 eSSD

Samsung Electronics has started mass production of its PM1763 enterprise SSD, a PCIe 6.0-based drive built for AI infrastructure and slated...

Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...