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Wednesday 8 July 2026
AI memory boom turns price hikes into antitrust flashpoint across supply chain
As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...
Wednesday 8 July 2026
TSMC earnings call could signal how long the AI boom can keep lifting its outlook

TSMC's July 16 earnings call is likely to test how far the chipmaker can extend its already upbeat guidance, as investors look for...

Wednesday 8 July 2026
AI server maker MiTAC gears up for stronger 2H26 with new capacity after 44.8% revenue jump

MiTAC is set to enter a new phase of growth in the second half of 2026 as new production facilities begin mass production, providing a meaningful...

Wednesday 8 July 2026
Wistron chair: AI demand remains strong as sovereign AI broadens global market

AI demand is expanding beyond the US as sovereign AI projects gain traction in more countries, Wistron chairman Simon Lin said, arguing...

Wednesday 8 July 2026
CPUs return to AI spotlight as agentic workloads reshape data center demand; Perplexity plans to adopt Nvidia's Vera
As AI workloads pivot toward emerging needs for systems that can perform tasks with a coordinated balance between speed and control, the hardware race is moving beyond GPUs. While...
Wednesday 8 July 2026
Apple tests CXMT DRAM, thrusting China's memory champion into AI spotlight

China's CXMT has moved from a little-known state-backed DRAM maker to one of the most closely watched companies in the global memory...

Wednesday 8 July 2026
Weblink International posts record quarterly revenue on AI demand and enterprise upgrades
Weblink International reported record second-quarter revenue as enterprise PC replacement cycles, AI-related demand, and stronger component sales lifted results. The Taiwan-based technology...
Wednesday 8 July 2026
Inspur forecasts sharp first-half profit growth
Inspur Industry said its first-half profit is likely to rise sharply in 2026, reflecting stronger demand and improved execution as investors monitor developments across China's technology...
Wednesday 8 July 2026
Dongfeng Nissan seeks turnaround amid weak Chinese auto market
China's car market is increasingly divided between weak domestic demand and strong overseas growth, with electric vehicles (EVs) pushing further into the Middle East, Europe, and Africa...
Wednesday 8 July 2026
AI servers squeeze MOSFET supply while PC slump tests power component pricing power

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

Wednesday 8 July 2026
ASE expands globally as Hanmi Semiconductor targets CoWoS packaging demand
South Korean equipment maker Hanmi Semiconductor is moving beyond high-bandwidth memory (HBM) tools into advanced chip packaging, a shift that could affect the global semiconductor...
Wednesday 8 July 2026
ZillTek posts steady revenue growth on PC, auto and hearing aid demand
ZillTek reported higher revenue in June, the second quarter, and the first half of 2026 as demand rose for high-end digital microphone, or D-Mic, products used in PCs, automotive systems,...
Wednesday 8 July 2026
Chinese equipment maker wins first large-format PLP lithography order for AI packaging equipment
Circuit Fabology Microelectronics Equipment (CFMEE) has secured China's first commercial order for a large-format panel-level packaging lithography tool, marking the company's entry...
Wednesday 8 July 2026
Msscorps posts record 2Q revenue on AI and chip testing demand

Msscorps reported record consolidated revenue in June, and for the first half of 2026, as demand from AI and semiconductor customers...

Wednesday 8 July 2026
ThinTech Materials Technology eyes FOPLP gains, BNCT growth through 2028

ThinTech Materials Technology (TTMC) is currently the only supplier with technology transfer recognition approved for FOPLP metal substrates...