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Monday 27 July 2026
ZDT-led China PCB expansion tops US$10 billion on AI server and edge AI demand

China's printed circuit board (PCB) industry is entering a new investment cycle, with more than CNY70 billion (approx. US$10.3 billion)...

Monday 27 July 2026
eSSD contracts surge as AI data centers shift spending from memory to storage
Enterprise SSDs are emerging as a bigger priority in AI infrastructure as generative AI workloads move from training to inference and data centers need faster storage. Reports from...
Sunday 26 July 2026
Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
Sunday 26 July 2026
Lynas says Malaysia heavy rare earth project has gone over budget
Lynas Rare Earths said its heavy rare earth expansion in Malaysia has gone over budget as the Australia-based miner works to build out a non-China supply chain. The disclosure came...
Saturday 25 July 2026
Trumpf's stabilizing sales point to a broader recovery in industrial demand
Trumpf said preliminary fiscal 2025/26 results showed its business stabilizing after several years of declines in orders and revenue. The German laser and smart manufacturing equipment...
Saturday 25 July 2026
SuperAlloy expands recycled aluminum push as semiconductor business nears revenue contribution
SuperAlloy Industrial is broadening its business beyond forged aluminum wheels, with recycled aluminum and semiconductor parts emerging as new growth drivers. The shift could matter...
Saturday 25 July 2026
Transcend posts record NT$11.9 billion profit in 2Q26, surpassing any prior full-year earnings
Memory module maker Transcend Information posted record-high profit in the second quarter and first half of 2026. Second-quarter consolidated revenue reached NT$18.82 billion (approx...
Friday 24 July 2026
Product mix optimization boosts Sinbon 2Q26 net profit up 19%

Benefiting from product mix optimization and a higher contribution from industrial applications, connector maker Sinbon on July 23,...

Friday 24 July 2026
Samsung Electro-Mechanics wins US$200 million AI server capacitor order

Samsung Electro-Mechanics disclosed on July 23 that it signed a KRW295.12 billion (US$200 million) supply contract with a major global...

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...
Friday 24 July 2026
Mobileye founder Amnon Shashua to step down as CEO after nearly three decades

Amnon Shashua will step down as CEO of autonomous driving technology supplier Mobileye once the company appoints a successor, marking the...

Friday 24 July 2026
Intel says supply, not demand, is its ceiling as it lifts 2026 capex above US$20 billion
Intel used its second-quarter 2026 earnings call on July 23 to argue that its biggest problem is no longer winning demand but building enough capacity to fill it, telling analysts...
Friday 24 July 2026
Intel's blowout quarter wins over the bulls, but analysts stay split on the foundry turnaround
Intel's second-quarter results have shifted the Wall Street debate from whether chief executive Lip-Bu Tan's turnaround is working to how durable the AI-driven compute demand behind...
Friday 24 July 2026
AI server demand powers Intel's fastest growth since 2011, but foundry proof still pending
Intel's second-quarter 2026 results suggest the AI data-center buildout is beginning to pull the chipmaker's long-delayed turnaround forward, even as the payoff from its costliest...
Friday 24 July 2026
Taiwan turns to AI and robotics to build senior-tech industry for super-aged era
Taiwan is turning to artificial intelligence, robotics and connected-care systems to manage one of the world's fastest demographic transitions, while seeking to turn the challenge...