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    Exclusive: China 6-inch SiC substrate supply tightens, suppliers brace for another price hike
    Sep 2, 17:54
    Intel’s EMIB-T emerges as a backup option as CoWoS capacity tightens
    Sep 2, 17:54
    AUO unit plans to ride synergy gains momentum into entering TSMC ecosystem
    Sep 2, 17:54
    AI buildout lifts demand for China high-speed optical module makers
    Sep 2, 17:54
    SJSemi expands 2.5D packaging to 3.3-reticle size for AI and HPC chips
    Sep 2, 17:54
    NEWS TAGGED IT + CE
    Thursday 13 August 2026
    Qisda eyes AI infrastructure as fastest-growing business opportunity

    Qisda Chairman Peter Chen said infrastructure is the foundation that must first be built as AI compute demand surges. He said Qisda...

    Thursday 13 August 2026
    Pegatron stocks AI server parts early as shortages spread through supply chain
    Pegatron Corp. said in its second-quarter 2026 results that its server business posted strong gains and that it had already begun preparing for demand in the second half of 2026 while...
    Thursday 13 August 2026
    Pegatron profit surges on AI server shipments and stronger product mix
    Pegatron reported its second-quarter 2026 results on the 12th, saying net profit attributable to the parent company rose more than 14-fold year-on-year as shipments of information...
    Thursday 13 August 2026
    Asus raises server outlook as AI demand lifts record second quarter results
    Asus reported record second-quarter 2026 results driven by servers and PCs, while management pointed to strong demand for AI computing and cloud infrastructure. The Taiwan-based PC...
    Thursday 13 August 2026
    Asus projects up to 150% server growth as AI demand lifts results
    Asustek Computer said growth in its AI server and PC businesses pushed revenue, operating profit, and net profit to record highs in the second quarter of 2026. The Taiwan-based hardware...
    Thursday 13 August 2026
    South Korea plans new sovereign wealth fund to back AI, robots, supply chains
    South Korea plans to establish a strategic investment account with at least 20 trillion won in assets within the Korea Investment Corporation in 2027 as it moves to strengthen its...
    Thursday 13 August 2026
    ChipMOS lifts capex for 2026-2027 on memory and AI ASIC growth

    ChipMOS said strong demand for automotive panels and memory products drove revenue and profit to record highs in the second quarter...

    Thursday 13 August 2026
    Foxconn sees AI rack shipments grow multiple-fold in 2026 after 2Q operating profit rises 68%
    Foxconn's AI server business powered stronger-than-expected second-quarter 2026 revenue and profit, with growth in its cloud network products segment helping operating profit rise...
    Thursday 13 August 2026
    Foxconn broadens beyond AI servers with EVs, robotics and Japan chip fab above 90% utilisation
    Foxconn used its second-quarter 2026 earnings conference on August 12 to detail progress beyond its fast-growing AI server business, spanning cloud and data centre solutions, electric...
    Thursday 13 August 2026
    Pegatron sees 2026 server growth beat expectations
    Pegatron said its server business had posted significant growth in shipments and revenue so far this year, giving it strong confidence that it will meet—and likely exceed—its...
    Thursday 13 August 2026
    Tencent starts paying for AI in cash, core business is covering the bill
    Tencent Holdings used its second quarter to show what an AI build-out costs a company that can afford one. Capex reached CNY52.8 billion (US$7.81 billion), up 176% from a year earlier,...
    Thursday 13 August 2026
    Cisco's falling margin shows hyperscaler AI is now big enough to reshape the business
    Cisco Systems closed fiscal 2026 with results that would normally have looked decisively positive. Revenue rose 18% to US$17.3 billion, networking orders posted double-digit growth...
    Thursday 13 August 2026
    Tencent steps up AI infrastructure spending as compute costs cut into near-term profit
    Tencent Holdings reported second-quarter 2026 revenue of CNY204.8 billion (US$30.30 billion), up 11% year-on-year, as it sharply increased artificial intelligence (AI) infrastructure...
    Thursday 13 August 2026
    Cisco leans further into AI networking as hyperscaler orders near US$9.3 billion for the year
    Cisco Systems closed fiscal 2026 with record results and told investors that the AI-driven "networking supercycle" it has described is still in its early stages. The company backed...
    Thursday 13 August 2026
    Honor's Robot Phone launch signals a bigger bet: turning smartphones into AI hardware
    Honor unveiled the Robot Phone on August 12, 2026, calling it the world's first "robot phone" and positioning it as the clearest hardware expression yet of the company's push to become...
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    BIZ FOCUS
    Sep 2, 08:22
    World Diamond Technology accelerates mass production of 300 mm diamond wafers
    Wednesday 2 September 2026
    Beyond Language: Indonesian Engineers Bridging Cultures in Taiwan's Semiconductor Industry
    Wednesday 2 September 2026
    8 September Hsinchu seminar: Silicon photonics driving AI chains
    Wednesday 2 September 2026
    Take Control of Your Process: Onto Innovation at SEMICON Taiwan 2026
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