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    Commentary: How FCC ban proposal is affecting China’s optical module makers
    Aug 5, 18:36
    Exclusive: Musk builds a US solar supply chain that may extend to polysilicon
    Aug 5, 18:36
    Potenial curbs on Chinese data center optical modules creates opportunities for non-red supply chains
    Aug 5, 18:35
    TSMC expands CoW outsourcing to OSATs, benefiting South Korean equipment makers
    Aug 5, 18:35
    Offshore wind projects face bidding failures as supply chain warns of a market gap
    Aug 5, 18:35
    China's overcapacity curb and US's potential tariffs double squeeze polysilicon supply chain
    Aug 5, 18:33
    NEWS TAGGED REVENUE
    Wednesday 5 August 2026
    From rockets to data centers: SpaceX's US$15.8B AI bet reshapes its post-IPO investment story
    SpaceX's first quarterly report as a public company revealed that its fastest-growing business is no longer confined to rockets or satellite broadband. Instead, artificial intelligence...
    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
    AMD says US$30 billion estimate for 2027 Instinct revenue may be too low

    AMD CEO Lisa Su indicated during the company's second-quarter 2026 earnings call that an estimate of roughly US$30 billion in 2027 Instinct...

    Wednesday 5 August 2026
    SpaceX revenue surges 92% as Starlink and AI offset widening rocket investments
    SpaceX posted stronger-than-expected second-quarter results this year as rapid growth in Starlink connectivity and AI infrastructure revenue helped narrow losses, even as heavy investment...
    Wednesday 5 August 2026
    Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
    Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...
    Wednesday 5 August 2026
    Analysis: AMD and Nvidia take opposite paths to capture next wave of AI infrastructure spending
    Two earnings calls three months apart show AMD and Nvidia converging on the same AI infrastructure boom from opposite directions. AMD is building a single rack-scale platform, Helios,...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Nanya Technology July revenue hits record as DDR4 contract prices surge

    Nanya Technology Corporation reported July 2026 revenue of NT$43.868 billion(US$1.353 billion), up 49.27% from June and marking a new...

    Wednesday 5 August 2026
    Wistron sees AI demand widening as Taiwan ODMs gain pricing power

    AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

    Wednesday 5 August 2026
    SpaceX's first earnings as a public company show an AI bet outrunning its cash generation
    SpaceX's debut quarterly report as a listed company laid out the scale of the wager it is making on artificial intelligence compute, a business now large enough to reshape the group's...
    Wednesday 5 August 2026
    AMD leans on Helios and hyperscaler deals to press its case against Nvidia in AI chips
    AMD used its second-quarter 2026 results to reinforce a broader argument: that it can replicate in AI accelerators the market-share gains it has already made in server central processing...
    Wednesday 5 August 2026
    Research Insight: Samsung indicates diversification in AI memory demand, LTA reshapes supply
    Samsung Electronics' memory business was the clear focus of its second quarter 2026 earnings call, accounting for about one-third of the Q&A session. DIGITIMES Intelligence said...
    Wednesday 5 August 2026
    Hanwha Semitech expands packaging tools as TCB turns profitable

    South Korean semiconductor equipment maker Hanwha Semitech is expected to begin recognizing revenue from fan-out panel-level packaging...

    Wednesday 5 August 2026
    Roborock breaks free from Xiaomi to lead robot vacuums

    Roborock Technology, which started out in Xiaomi's ecosystem, has staged a comeback to become the global leader in robot vacuums. After...

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    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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