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Wednesday 26 August 2026
YMTC targets global NAND lead by 2027 as parent seeks US$5 billion IPO
Yangtze Memory Technologies (YMTC) is aiming to become the world's largest NAND flash supplier by the end of 2027, setting an aggressive target as its parent prepares a nearly US$5...
Wednesday 26 August 2026
Record mid-2026 growth for WUS Printed Circuit and China's pivot to ultra-high-layer PCBs
The global hardware supply chain is undergoing a structural transformation, driven by an unprecedented surge in artificial intelligence infrastructure investment. "This shift has brought...
Wednesday 26 August 2026
Bioteq lifts Yilan plant output as it shifts production and eyes 2027 growth
Bioteq is increasing output at its Yilan Science Park plant, a move that could affect supply chains across Asia, Africa, and the Americas. As the company shifts more products and upgrades...
Wednesday 26 August 2026
China's chip-tool makers are winning share and paying for it in margins
The first-half 2026 accounts now on file from China's listed semiconductor equipment makers describe an industry that has largely settled the question of whether domestic tools can...
Wednesday 26 August 2026
China chip equipment maker Naura posts 25% revenue growth, but R&D and margins squeeze profit
Naura Technology Group posted faster revenue growth than profit in the first half of 2026, with stronger semiconductor equipment sales offset by heavier R&D spending, higher sales...
Wednesday 26 August 2026
India's AI buildout accelerates as Vera Rubin demand meets data center expansion
India's AI infrastructure push is gaining pace, with implications that extend far beyond the country's borders. According to Bloomberg, AM Intelligence has ordered 9,000 Nvidia...
Wednesday 26 August 2026
Star Trade to highlight power services for chips and AI at Semicon Taiwan 2026
Star Trade, a unit of HD Renewable Energy, is set to debut at Semicon Taiwan 2026 next week, offering power trading and energy management services for semiconductor and AI infrastructure...
Wednesday 26 August 2026
Nvidia earnings hinge on Rubin ramp and Vera CPU
Nvidia will release its fiscal second-quarter 2027 financial results on August 26, US time. Given Nvidia's performance pattern in recent quarters, Wall Street has come to expect a...
Wednesday 26 August 2026
China GPU race, Part 1: Enflame IPO spotlights Tencent ties, deep losses and AI chip ambitions
Enflame Technology is preparing to become the latest of China's leading AI chip developers to tap public markets, with a CNY6 billion (approx. US$893 million) Shanghai STAR Market...
Wednesday 26 August 2026
Eternal Materials reports July revenue gain as advanced packaging demand strengthens
Eternal Materials said July marked the start of its traditional peak season, with stronger shipments across its three main business units lifting monthly revenue to NT$4.093 billion...
Wednesday 26 August 2026
Taiwan listed firms report 1H26 pretax profit surge on AI server demand
Taiwan's Financial Supervisory Commission said on August 25 that strong global demand for Taiwan-made AI servers and high-performance computing lifted corporate earnings in the first...
Wednesday 26 August 2026
BOE, 3M expand materials partnership as foldable OLED competition intensifies
BOE Technology Group and 3M have opened a joint research laboratory in Beijing that covers optical films, optically clear adhesives, structural adhesives and advanced materials development...
Wednesday 26 August 2026
Samsung steps up Taylor Fab 2 preparations as foundry capacity tightens
Samsung Electronics has begun asking semiconductor equipment suppliers to complete safety-compliance groundwork for a second foundry fab in Taylor, Texas, months before construction...
Wednesday 26 August 2026
SK hynix adds second major customer as Nvidia misses Samsung's top five
SK hynix added a second customer accounting for more than 10% of revenue in the first half of 2026, while Nvidia remained outside Samsung Electronics' five largest customers, highlighting...
Tuesday 25 August 2026
Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%
Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...