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Friday 22 May 2026
WPG Holdings flags server supply gaps amid memory price hikes, 800V shift
Amid the continued crowding-out effect of artificial intelligence (AI) demand, IC distributor WPG Holdings said memory shortages and rising prices are weakening end-product sales momentum,...
Friday 22 May 2026
NIO posts operating profit and strong revenue growth in Q1 of 2026
Nio reported a return to operating profitability in the first quarter of 2026, marking its second consecutive profitable quarter as revenue and deliveries surged on stronger demand...
Friday 22 May 2026
Emerging Display Technologies pivots to UMI, targets 2026 growth
Emerging Display Technologies is repositioning around integrated user-machine interface solutions, with plans to expand outside China and ramp up R&D investment as it navigates...
Friday 22 May 2026
Nvidia's rapid AI iteration cycle strains supply chain partners
Nvidia's record revenue, profit, and margins are masking growing strain across its supply chain, as increasingly compressed product cycles and surging AI demand force suppliers to...
Friday 22 May 2026
Kian-Shen sees electric bus orders surge as BMW battery box trials set for fourth quarter
Kian-Shen Industrial, a vehicle frame and platform maker under Yulon Motor Group, reported at its first-quarter 2026 earnings briefing that electric bus frame orders surged and that...
Thursday 21 May 2026
LG Innotek wins long-term substrate deals as Intel and cloud giants secure supply
LG Innotek has secured substrate supply terms with major technology customers that increasingly resemble long-term agreements used in the memory-chip sector, boosting the South Korean...
Wednesday 20 May 2026
Far EasTone posts revenue and profit growth and signs collaboration with Amazon LEO satellite service
Far EasTone Telecommunications held its 2026 shareholders meeting on May 20. They announced that it had achieved year-on-year growth in consolidated revenue and profit in 2025, while...
Wednesday 20 May 2026
CXMT profit surge shows limits of China's DRAM push
ChangXin Memory Technologies (CXMT) is approaching its planned STAR Market IPO with sharply stronger earnings, as a global memory upcycle helps China's leading DRAM maker move closer...
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
Analysis: CXMT's profit surge highlights tighter memory-logic ties in China
ChangXin Memory Technologies' latest IPO financial disclosures have sent a strong signal across China's semiconductor industry, revealing how quickly the country's top DRAM maker has...
Tuesday 19 May 2026
Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...
Monday 18 May 2026
TSMC's Japan fab signals a turning point for overseas manufacturing

TSMC's semiconductor venture in Japan has posted its first quarterly profit since entering mass production, marking an important milestone...

Monday 18 May 2026
Lianyou Metals rides tungsten, cobalt squeeze to record quarter

Lianyou Metals reported record first-quarter results in 2026, as tightening global supplies of tungsten and cobalt and stronger demand...

Monday 18 May 2026
Analysis: Memory crunch opens IPO window for China’s CXMT
China's top DRAM maker ChangXin Memory Technologies is entering its Shanghai IPO push with a much stronger story for investors, as a global memory shortage turns years of losses into...
Sunday 17 May 2026
Adlink bets on physical AI with robotics, healthcare, and semiconductors
Adlink Technology said on May 13 that edge AI demand continued to rise, helping the industrial PC maker deliver one of its strongest profit performances in recent quarters in the first...