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Tuesday 1 September 2026
Buima returns to profit in the second quarter on battery module demand
Buima swung back to profitability in the second quarter of 2026 as a recovery in its battery module shipments and gains from asset disposal lifted results. The company said demand...
Tuesday 1 September 2026
Luxnet eyes orders through 2028, DCI revenue set to double in 2027
AI-driven demand for optical transceiver modules is rising rapidly, and LuxNet said its business in the second half of 2026 will grow sharply from the first half. With capacity coming...
Tuesday 1 September 2026
Kaimei sees 2H26 momentum strengthen as AI demand lifts orders and resistor price hikes take effect
Kaimei Electronics, a Yageo Group company, said order visibility remains strong for the second half of 2026 as AI server demand continues to ramp and automotive and industrial-control...
Tuesday 1 September 2026
Silergy data center business surges as new products scale up
Silergy said at a recent earnings call that most of its applications, excluding its computing product line, posted quarter-over-quarter growth of more than 20% in the second quarter...
Tuesday 1 September 2026
Chinese OSAT earnings surge on AI packaging demand, but recurring profit tells a narrower story
Five listed Chinese outsourced semiconductor assembly and test providers reported first-half 2026 results in the last two weeks of August, showing net profit growth of up to 317%,...
Tuesday 1 September 2026
John Ternus takes over an Apple with one growth engine, no obvious second
John Ternus becomes Apple's chief executive on September 1 with comfortable near-term numbers and an uncomfortable medium-term question. Apple's June quarter was a record. Its largest...
Tuesday 1 September 2026
Analysis: Tim Cook hands Ternus a slower-growing but far richer Apple than the one Steve Jobs left him
When John Ternus becomes chief executive on September 1, the company he inherits will be measured on a scorecard Tim Cook wrote, not the one Steve Jobs left behind. Fifteen years of...
Monday 31 August 2026
China urges pragmatism over hype in rapidly expanding humanoid robotics market
According to OFweek Robotics, China's National Development and Reform Commission (NDRC) has issued a clear warning to the country's booming robotics sector: focus on practical...
Monday 31 August 2026
Nvidia demand nearly doubles as supply meets only 70%
Nvidia reported second-quarter revenue for fiscal year 2027 of US$96.22 billion, a 106% year-over-year increase, driven by a 117% surge in data center revenue to US$89 billion. With...
Monday 31 August 2026
The architect of Apple's China machine also built its hardest problem
What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then...
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...
Monday 31 August 2026
China silicon wafers enter AI-led upcycle: prices rise, 12-inch capacity expands

Hangzhou Lion Microelectronics plans to invest about CNY3 billion (approx. US$446 million) in a new 12-inch silicon wafer project in Jiaxing,...

Monday 31 August 2026
China's silicon wafer makers report profit gains of varying quality
Seven Chinese silicon wafer producers reported first-half 2026 results in the second half of August, indicating an uneven sector recovery. Several semiconductor-grade wafer makers...
Monday 31 August 2026
Weekly news roundup: US pressures Korea chip investment, MediaTek wins Google TPU, Apple debuts 2nm M6
Semiconductor investment, AI chips, advanced packaging and data center infrastructure dominated the week, with South Korea facing US pressure, India scaling chip manufacturing, and...
Monday 31 August 2026
Lightel posts record first-half revenue, profit as LEO satellite demand rises
Lightel Technologies reported record first-half results for 2026, with consolidated revenue reaching NT$590 million (US$18.7 million), net profit at NT$107 million, and earnings per...