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Monday 4 May 2026
Delta Electronics posts record first-quarter revenue and margins as AI data center demand rises
Delta Electronics reported record consolidated revenue and profit in the first quarter, driven by stronger demand from cloud service providers and AI-related data center projects....
Monday 4 May 2026
US Space Force finishes GPS III launches and pivots to GPS IIIF rollout
The US Space Force completed the deployment of the GPS III generation on April 21 with the launch of the final GPS III satellite from Cape Canaveral Space Force Base, and announced...
Monday 4 May 2026
BenQ Materials unit Cenefom enters memory supply chain with CMP brush wheels
BenQ Materials is accelerating its expansion into semiconductor materials as its subsidiary Cenefom officially begins operations at its new Guangyuan plant. The facility's chemical...
Monday 4 May 2026
AI chip demand ignites embedded substrate race among Samsung, Ibiden, Unimicron
Samsung Electro-Mechanics (Semco) has moved early to commercialize embedded semiconductor substrates, but the window is rapidly closing as Japan's Ibiden and Taiwan's Unimicron prepare...
Monday 4 May 2026
China AI chip designer VeriSilicon books US$1.1bn orders, revenue doubles
China-based chip design service provider VeriSilicon Microelectronics (Shanghai) Co. is seeing a sharp acceleration in AI-driven demand, with record orders and surging revenue in the...
Sunday 3 May 2026
Samsung restructures home appliance business after 90% profit erosion
Samsung Electronics is reportedly initiating a large-scale restructuring of its home appliance division aimed at reversing declining profitability by increasing outsourced production...
Sunday 3 May 2026
Taiwan supplier JPC takes No. 2 spot in Nvidia Vera Rubin power cable certification
As artificial intelligence (AI) continues to drive power demands, investment in power-related sectors has become a key focus for component suppliers. Connector and cable supplier JPC...
Sunday 3 May 2026
Lite-On's AI power ramp lifts 2Q26, but cautious PC outlook tempers 2H26 visibility
Lite-on Technology is forecasting essential second-quarter revenue growth as next-generation AI power management products enter mass production, president Anson Chiu said, while warning...
Sunday 3 May 2026
Smart Eye expands AI in-cockpit sensing from driver monitoring to full cabin perception
Smart Eye's new contracts to add advanced in-cabin sensing to existing models signal a shift with global implications: automakers face looming EU and Euro NCAP rules that push cabin...
Saturday 2 May 2026
Lite-On profit rises on surge in AI-driven cloud demand

Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging...

Saturday 2 May 2026
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion

China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to...

Friday 1 May 2026
Mitsubishi Electric proposes three-way power chip JV with Rohm, Toshiba
Mitsubishi Electric president Kei Uruma said the company aims to establish a joint venture with Rohm and Toshiba to integrate their power semiconductor businesses, signaling continued...
Friday 1 May 2026
Macronix eyes steady growth from 1Q26 amid eMMC supply gap
Memory maker Macronix (MXIC) is emerging from an operational slump in the first quarter of 2026, driven by explosive revenue growth in embedded multi-media cards (eMMCs) as major global...
Friday 1 May 2026
Samsung strike threat highlights rising labor risk to AI chip supply chain and corporate pay models
Samsung Electronics is facing its largest labor escalation in years after unions representing tens of thousands of workers voted to authorize strike action. The dispute centers on...
Thursday 30 April 2026
Taiwan OSAT Powertech lifts capex to US$1.6bn, targets AI packaging growth
Memory packaging and testing provider Powertech Technology posted net profit of NT$1.84 billion (US$57 million) for the first quarter of 2026, its second-highest for the same period,...