Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
Compal Electronics' stronger-than-expected March and first-quarter 2026 results signal supply-chain and product-mix shifts with global implications for PC supply, server capacity for...
GlobalWafers reported March and first-quarter 2026 revenue that underscores transient operational disruptions with global implications: March consolidated revenue reached NT$5.45 billion...
SK Hynix's M15X is widely viewed as the company's next-generation DRAM manufacturing hub in Cheongju, South Korea. Designed primarily to support high-bandwidth memory (HBM) output...
Semiconductor test interface leader MPI reported a new quarterly revenue high in the first quarter of 2026, driven by strong demand for AI-related chip testing and signaling sustained...
Oracle's surge in AI infrastructure spending is prompting global supply chains to expand capacity, with partners ramping factories in Taiwan, Vietnam and the US to serve hyperscale...
Global advanced packaging capacity is currently in severe shortage. Nvidia has already reserved most of TSMC's leading-edge capacity, particularly its CoWoS packaging technology. According...
CoreWeave and Meta Platforms have expanded their long-term partnership in a deal that underscores the scale and urgency of infrastructure investment required to support next-generation...
Chenbro Micom's strong March and first-quarter 2026 results underscore accelerating global demand for data center hardware driven by end-user AI, suggesting broader supply-chain and...
Samsung has entered the final phase of equipment investment at its P4 fab in Pyeongtaek, issuing purchase orders (POs) for front-end tools for Phase 2 (Ph2) and Phase 4 (Ph4). According...
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
EVE Energy, one of China's largest battery manufacturers, said on April 7 that it expected strong profit growth in the first quarter of 2026 as demand for energy storage batteries...
Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...
Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
