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Monday 10 August 2026
Naver revenue hit a record in 2Q26 as AI spending held down profit

Naver reported record quarterly revenue in the second quarter of 2026, boosted by advertising and e-commerce growth, while operating...

Monday 10 August 2026
Chenbro stays bullish on AI demand, flags seven indicators to watch in 2H26
Chenbro CEO Corona Chen said the company's July 2026 revenue experienced some fluctuations due to shipment scheduling, shipping logistics, and the timing of revenue recognition.
Monday 10 August 2026
FCC 26-50 extends US tech controls to chips, optical transceivers and supply-chain origins

US technology controls are reaching deeper into communications supply chains. Under FCC 26-50, the Federal Communications Commission...

Monday 10 August 2026
Nvidia reportedly weighs up to US$3B stake in Lancium

Nvidia is in investment talks with Texas power infrastructure developer Lancium as AI data center buildouts strain access to electricity...

Monday 10 August 2026
OCI rides AI, space solar boom as SpaceX deepens polysilicon ties
South Korean solar polysilicon supplier OCI Holdings is capitalizing on its increasingly scarce position as a non-China supplier, benefiting not only from growing solar demand from...
Monday 10 August 2026
Cambricon AI chip revenue doubles as China demand surges, supply capacity holds key
Cambricon Technologies has largely settled the question of whether China's AI chip champion can make money. First-half 2026 revenue rose 108.13% to CNY6 billion (approx. US$890 million),...
Monday 10 August 2026
Interview: Nvidia sees Taiwan as more than an assembler — an engineering partner

Taiwan's role in the global AI supply chain is shifting from manufacturing toward engineering, Nvidia networking senior vice president...

Monday 10 August 2026
Hiwin earns S&P and DJSI sustainability recognitions on four-way carbon cuts
Hiwin, a major precision motion components maker, has accelerated its sustainability transformation in recent years and achieved two major milestones: it was included in the DJSI Emerging...
Monday 10 August 2026
King Slide confident in next 3 years, aiming for US production in September
Taiwanese server rail manufacturer King Slide expressed strong confidence in its operations for the second half of the year and the next three years, following the release of its second-quarter...
Monday 10 August 2026
Wiwynn raises Q2 margin as customer procurement shifts take hold

Wiwynn said changes in how it buys components with customers began to show results in the second quarter of 2026, helping lift gross...

Monday 10 August 2026
From fabs to feedstock: Washington moves electronics supply-chain controls upstream

A cluster of measures signed and drafted since late July has shifted the center of gravity in US supply-chain policy away from finished...

Monday 10 August 2026
DeepSeek takes Unitree stake to pair AI models with humanoid robots

DeepSeek has invested CNY140.8 million (approx. US$20.8 million) in Unitree's Shanghai IPO and agreed to jointly develop AI models for...

Monday 10 August 2026
India roundup: Chip push broadens as localization and capacity remain works in progress
India is accelerating its bid to build a broader semiconductor and electronics ecosystem, combining new packaging capacity, longer-term tax incentives and deeper localization with...
Monday 10 August 2026
Kinko July revenue jumps to 12-year high on optical demand
Kinko Optical reported July consolidated revenue of NT$524 million, the highest level in nearly 12 years, as Taiwan's optical industry entered its peak season. The result rose 93.16%...
Monday 10 August 2026
Winmate revenue rises as defense and edge AI orders gain momentum

Industrial PC maker Winmate said second-quarter revenue rose sharply as demand from defense, marine, and edge AI applications strengthened,...