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Tuesday 11 August 2026
Dynamic delays Thailand AI mass production, clouding 2026 revenue target

Dynamic said its Thailand plant will not begin mass-producing high-end AI products until the fourth quarter of 2026, a delay that could...

Tuesday 11 August 2026
Liying posts record July revenue as AI chip recycling demand rises

Liying Environmental Protection Technology reported record July 2026 revenue as demand tied to AI semiconductor production continued...

Tuesday 11 August 2026
China silicon wafer expansion accelerates: Eswin scales 12-inch capacity, Lion Micro consolidates 6- and 8-inch assets

China's silicon wafer industry is entering a new phase of simultaneous capacity expansion and consolidation, with Xi'an Eswin Material...

Tuesday 11 August 2026
Chinese automakers push Europe share to 9% as trade fight intensifies
Chinese automakers captured 9.5% of Europe's new-car market in the first half of 2026, up from 5.0% a year earlier, as their expansion continued quarter-by-quarter. The gains have...
Tuesday 11 August 2026
TSMC affiliate VisEra scales AI optics with 1.6T silicon photonics
VisEra, the TSMC-affiliated optical components supplier, is expanding into AI optical interconnects and silicon photonics, with its MicroLens products for 800G pluggable transceivers...
Monday 10 August 2026
Sony, TSMC to spend US$6.3 billion on Japan image sensor venture, Nikkei says

Sony Group and Taiwan Semiconductor Manufacturing Company (TSMC) plan to invest around JPY1 trillion (approx. US$6.3 billion) in a joint...

Monday 10 August 2026
Unitree CEO eyes embodied AI and robot expansion
Chinese humanoid robotics company Unitree said on August 7, 2026, it will continue boosting R&D in core embodied AI technologies, focusing on large embodied AI models, reinforcement...
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
Samsung HBM4 yield nears 80% as production race with SK Hynix heats up

Samsung Electronics has reportedly pushed the production yield of its sixth-generation high-bandwidth memory (HBM4) close to 80%, marking...

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
FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
King Slide confident in next 3 years, aiming for US production in September
Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter...
Monday 10 August 2026
Taiwan sees limited chip impact from new US polysilicon tariff

The US signed a presidential proclamation on August 6 (ET) imposing a 15% tariff on polysilicon and related products from all countries,...

Monday 10 August 2026
Himax sees automotive DDI demand recover, set for double-digit growth
Taiwanese display driver IC (DDI) maker Himax Technologies announced its latest financial results and outlook for the third quarter of 2026, with second-quarter revenue beating expectations,...