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NEWS TAGGED RECOVERY
Wednesday 12 August 2026
Supermicro's margin rebound and bullish outlook ease investor doubts on AI server orders

Supermicro posted a sharp gross-margin recovery and issued fiscal 2027 revenue guidance well above Wall Street's expectations, addressing...

Wednesday 12 August 2026
Laster Tech narrows second quarter loss as LED headlamp orders improve
Laster Tech, a maker of LED headlamp modules, narrowed its loss in the second quarter of 2026 as order visibility improved and new vehicle programs moved into mass production. The...
Friday 7 August 2026
Ibiden raises full-year profit forecast as AI server and substrate demand strengthens
Ibiden said on August 4 that it raised its fiscal 2026 outlook after stronger-than-expected demand from generative AI and a recovery in the general-purpose server market lifted results...
Thursday 6 August 2026
Second-tier foundries' repair rally lifts margins back to 30%
The global mature-process foundry market is set for another recovery in 2026, as AI demand spreads into mature nodes, specialty-process content rises, and product mix improves. The...
Wednesday 5 August 2026
Macroblock returns to profit as display demand and new products support outlook
Macroblock's return to profitability in the second quarter points to a steadier recovery in the LED display supply chain, with implications for customers and competitors across Asia,...
Wednesday 5 August 2026
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
Tuesday 4 August 2026
Kumamoto semiconductor production recovers, TSMC's Japan subsidiary returns to normal operations

TSMC has announced that Japan Advanced Semiconductor Manufacturing (JASM), its subsidiary in Kikuyo, Kumamoto Prefecture, has resumed...

Tuesday 4 August 2026
Onsemi expects AI data-center revenue to more than double in 2026 as cyclical recovery takes hold
Onsemi's second-quarter results pointed to a broadening recovery in semiconductor demand, with AI data-center applications emerging as the company's fastest-growing business, while...
Monday 3 August 2026
TSMC Kumamoto fab faces first major quake test with chip-material supplies secured
A magnitude 7.1 earthquake struck Kumamoto Prefecture in Japan's Kyushu region on July 28, drawing attention to the recovery of Taiwan Semiconductor Manufacturing Co's Kumamoto plant,...
Friday 31 July 2026
Auto chip demand recovers, but restocking remains elusive

Automotive chip sales are improving across Europe and the US, but major suppliers say global carmakers and their suppliers are still...

Friday 31 July 2026
Chang Wah sees broadening demand recovery and higher margins in 2Q26
Chang Wah Technology said stronger demand and tighter inventories are lifting its business across multiple markets, a sign that the recovery in electronics supply chains is widening...
Wednesday 29 July 2026
Coretronic reports first-half loss as margins weaken and demand stays uneven
Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
Friday 24 July 2026
STMicroelectronics lifts data center target as AI optical demand outruns supply, but margin recovery waits on 2027 reshaping
STMicroelectronics raised its cloud AI revenue ambition and guided to a rising gross margin through the second half of 2026, but told analysts on its July 23 second-quarter earnings...
Wednesday 22 July 2026
Taiwan auto market sees 2H26 recovery as sales and promotions improve
Taiwan's new-car market showed signs of recovery in the first half of 2026, with June sales rising more than 20% year on year and monthly volume returning to the level seen in the...
Wednesday 15 July 2026
Taiwan auto market rebounds as replacement demand lifts second-half outlook
Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...