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    NEWS TAGGED RECOVERY
    Thursday 6 August 2026
    Second-tier foundries' repair rally lifts margins back to 30%
    The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
    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
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
    Tuesday 4 August 2026
    Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations

    TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed...

    Tuesday 4 August 2026
    Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
    Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
    Monday 3 August 2026
    TSMC Kumamoto fab faces first major quake test with chip-material supplies secured
    A magnitude 7.1 earthquake struck Kumamoto Prefecture in Japan's Kyushu region on July 28, drawing attention to the recovery of Taiwan Semiconductor Manufacturing Co's Kumamoto plant,...
    Friday 31 July 2026
    Auto chip demand recovers, but restocking remains elusive

    Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still...

    Friday 31 July 2026
    Chang Wah sees broadening demand recovery and higher margins in 2Q26
    Chang Wah Technology said stronger demand and tighter inventories are lifting its business across multiple markets, a sign that the recovery in electronics supply chains is widening...
    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...
    Friday 24 July 2026
    STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
    STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
    Wednesday 22 July 2026
    Taiwan auto market sees 2H26 recovery as sales and promotions improve
    Taiwan's new-car market showed signs of recovery in the first half of 2026, with June sales rising more than 20% year on year and monthly volume returning to the level seen in the...
    Wednesday 15 July 2026
    Taiwan auto market rebounds as replacement demand lifts second-half outlook
    Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
    Wednesday 15 July 2026
    Rebound in North American AM market lifts Taiwanese auto parts suppliers
    The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...
    Tuesday 14 July 2026
    Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains
    China's semiconductor packaging and testing firm Tianshui Huatian Technology said on July 14 it expects first-half 2026 net profit attributable to shareholders of CNY750 million (approx...
    Friday 10 July 2026
    China recovers Long March 10B booster in reusable rocket milestone
    China marked a major step in rocket reusability on July 10, 2026, after successfully recovering the first-stage booster of its Long March 10B rocket following an orbital launch mis...
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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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