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NEWS TAGGED REVENUE
Monday 3 August 2026
Apple's supply squeeze raises costs, reshapes sourcing and could widen iPhone 18 price gap
Apple's latest earnings showed robust demand, but a weaker outlook for the coming quarter pointed to a supply-driven squeeze with implications for prices, suppliers, and device launches...
Monday 3 August 2026
Merry Electronics cites costs and overseas ramp-up as 2026 profit risks
Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...
Monday 3 August 2026
SK On posts record quarterly profit as South Korea battery makers recover
SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue...
Monday 3 August 2026
Dixon sees mobile, IT hardware, and component push lift export and margin outlook

Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

Monday 3 August 2026
Rising component costs, new Indian incentives, and export push shape Dixon's outlook
Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...
Monday 3 August 2026
Samsung Electro-Mechanics deepens AI supply-chain bet with new contracts, eyes glass substrate production in 2027
Samsung Electro-Mechanics used its second-quarter earnings call to signal that its bet on AI infrastructure is paying off and about to get bigger, pointing to a run of long-term supply...
Monday 3 August 2026
FCC robot restrictions cast uncertainty over Unitree and China's consumer robotics exports

Chinese robotics companies are assessing the impact of new US regulatory measures after the US Federal Communications Commission (FCC)...

Monday 3 August 2026
Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
Monday 3 August 2026
Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...
Monday 3 August 2026
Elevated Materials names Jay Wang as chief revenue officer
Elevated Materials has appointed Jay Wang as chief revenue officer as the battery materials company seeks to speed commercialization and widen its global reach. The move could matter...
Sunday 2 August 2026
AWS chip business passes US$25 billion run rate; CEO Jassy says there is 'real chance' of selling Trainium outside AWS
Amazon's custom silicon business has reached an annual revenue run rate of more than US$25 billion and is growing at triple-digit percentages yearly, CEO Andy Jassy said on the company's...
Saturday 1 August 2026
MediaTek eyes high-single-digit revenue growth, 20% ASIC share by 2027
MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for...
Saturday 1 August 2026
Posiflex revenue rises 46% in the second quarter on Europe and Asia demand
Posiflex Technology reported a sharp sequential rebound in the second quarter of 2026, with consolidated revenue climbing 46% to NT$5.183 billion (US$160.3 million). The industrial...
Saturday 1 August 2026
Elite Material posts record 2Q result on strong AI-related demand
Elite Material Co. said booming demand for advanced materials used in AI hardware kept its factories fully loaded in the second quarter of 2026, lifting revenue and profit to record...
Saturday 1 August 2026
AUO sells two plants in two days and expects up to NT$17.7 billion gain
AUO said it moved to accelerate asset monetization in Taiwan by selling another factory on July 30 after announcing a separate disposal. The display maker agreed to sell its C5E plant...