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    Tsinghua Unigroup distances itself as Dongguan chip-cloud city land is reclaimed
    8h 21min ago
    Manz Asia targets PLP demand with three lines and three sizes
    8h 21min ago
    Panel-level packaging splits roles as FOPLP targets cost and CoPoS courts AI chips
    8h 21min ago
    Google expands TPU lineup, AMD may not crowd out Broadcom or MediaTek
    8h 22min ago
    US-China tech war spreads to optical transceivers and upstream supply chain
    8h 22min ago
    NEWS TAGGED GROWTH
    Friday 14 August 2026
    SanDisk lays out multiyear NAND roadmap and AI storage targets at investor day

    SanDisk Corp used its August 13, 2026 investor day to detail a technology roadmap and a set of financial targets it says will carry...

    Friday 14 August 2026
    Compal lifts profit on AI PCs and servers as component costs rise
    Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker...
    Friday 14 August 2026
    Chinese analog chipmaker Novosense returns to profit on AI server, auto demand
    Suzhou Novosense Microelectronics expects to return to profitability in the first half of 2026, with revenue rising nearly 67% as demand for AI computing infrastructure, automotive...
    Friday 14 August 2026
    European notebook revenue jumps 14.8% as unit sales fall
    European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx...
    Friday 14 August 2026
    Silicon Motion completes US$1.15 billion zero-coupon bond offering
    Silicon Motion Technology has completed a US$1.15 billion convertible bond sale, giving it fresh capital to support growth and debt repayment. For global investors and chip buyers,...
    Friday 14 August 2026
    SK Hynix looks beyond memory with new global growth team
    SK Hynix has set up a dedicated team to search for growth opportunities beyond its core memory business and has put a senior group executive in charge, a move aimed at turning the...
    Friday 14 August 2026
    Taiwan machine tool exports return to growth in July

    Driven by sustained momentum in AI and semiconductor demand, Taiwan's machinery exports continued their upward trajectory in July,...

    Friday 14 August 2026
    Phison reports record second quarter profit as AI storage demand surges
    Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller...
    Friday 14 August 2026
    Quanta posts record second quarter revenue as AI server demand surges
    Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated...
    Friday 14 August 2026
    Applied Materials sets 2028 capacity target as it commits new manufacturing hires
    Applied Materials used its fiscal third-quarter earnings call to lay out a multi-year capacity build rather than just a strong quarter. Alongside record results, the company said it...
    Friday 14 August 2026
    Lenovo turns a memory-price shock into a share gain
    Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...
    Friday 14 August 2026
    Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
    Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
    Friday 14 August 2026
    Cerebras raises 2026 outlook as hardware sales weaken
    AI chip startup Cerebras Systems raised its full-year 2026 core revenue and gross margin outlook after reporting second-quarter results, but the company also disclosed declining hardware...
    Friday 14 August 2026
    Asus sees stronger second-half PC demand despite memory pressure, stronger server outlook
    Asus said record second-quarter results have set a higher base for 2026. Still, investors are now watching whether the company can sustain momentum through the second half as memory...
    Friday 14 August 2026
    Asia Tech Image eyes 3Q26 growth as raw material costs hit 1H margins
    Asia Tech Image (ATII), the sensor module unit of Asia Optical Group, held its online earnings call for the second quarter of 2026 on August 11, with president Iris Wu personally detailing...
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    BIZ FOCUS
    Aug 13, 08:00
    AI Memory & Storage: GMIF 2026 Hits Shenzhen Sept 22-23
    Wednesday 12 August 2026
    From Campus to Global R&D: Joining Phison in Malaysia
    Tuesday 11 August 2026
    ViTrox showcases AI packaging inspection solutions at SEMICON Taiwan 2026.
    Monday 10 August 2026
    BIOSTAR to Showcase at EMBEDDED WORLD NORTH AMERICA 2026
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