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Wednesday 6 May 2026
GlobalWafers reports weaker quarter as expansion weighs on margins

GlobalWafers said on May 4 that its first-quarter performance reflected a transitional period, as short-term cost pressures and capacity...

Wednesday 6 May 2026
VIS sees stronger growth in the AI boom and pricing power
Buoyed by robust demand for artificial intelligence and the early success of price increases, Vanguard International Semiconductor Corporation (VIS) is projecting a stronger performance...
Wednesday 6 May 2026
GlobalWafers outlines 2026 recovery path, highlights tightening 12-inch wafer supply
GlobalWafers expects the current semiconductor cycle to bottom in the first quarter of 2026, with both the speed and breadth of recovery exceeding prior expectations, as artificial...
Wednesday 6 May 2026
Memory supply gap stretches beyond 2028 as cloud capex tops US$725 billion
Global cloud service providers have recently raised capital spending to about US$725 billion, accelerating the shift of memory resources toward AI and prompting suppliers and customers...
Wednesday 6 May 2026
AMD earnings call: AI is turning CPUs back into the main event

AMD's fiscal first-quarter 2026 earnings call was not just a victory lap for another data center beat. It was a strategic argument from...

Wednesday 6 May 2026
GlobalFoundries turns three-continent footprint into geopolitical hedge
In a recent assessment of the semiconductor landscape, GlobalFoundries emphasized the critical need for supply chain resilience amid a "fragmented geopolitical environment." The company...
Wednesday 6 May 2026
Eris Technology posts record April revenue on AI robot and server demand
Power semiconductor maker Eris Technology reported consolidated revenue of NT$250 million (US$7.9 million) in April 2026, a company record and up 19% from a year earlier, executives...
Wednesday 6 May 2026
Synnex posts record first-quarter revenue and profit as AI demand drives semiconductor and cloud sales
Synnex Technology International Corp. reported record consolidated results for the first quarter as accelerating AI commercialization drove triple-digit growth in data-center products...
Wednesday 6 May 2026
Winbond beats full-year 2025 profit in 1Q26 with memory capacity fully loaded
Winbond Electronics posted strong first-quarter 2026 results, with consolidated revenue totaling NT$38.25 billion (approx. US$1.21 billion), up 43.7% from the previous quarter and...
Wednesday 6 May 2026
GlobalWafers prepares inventory buffer as geopolitical factors push up gallium prices
Semiconductor silicon wafer supplier GlobalWafers said during its May 5 earnings call that it is advancing its next-generation compound semiconductor strategy. In response to advanced...
Wednesday 6 May 2026
Taiwan drone makers expand into Eastern Europe as Ukraine cuts China supply risk
Ukraine is accelerating efforts to reduce its dependence on China's supply chain, while Taiwanese drone makers expand production in Poland and Lithuania, reshaping Eastern Europe's...
Wednesday 6 May 2026
China's cloud providers raise AI prices as model usage surges
Rising demand for generative AI is prompting major Chinese cloud providers to raise prices for large-scale services and data products, with implications for global AI users and developers,...
Wednesday 6 May 2026
Chicony Power's full product line to ramp in 2Q26; satellite communications power revenue set to double
Chicony Power's first-quarter performance signals supply-chain resilience and potential upside for global notebook, server, and satellite power markets, as the company forecasts second-quarter...
Wednesday 6 May 2026
Weblink posts record first-quarter revenue as business PC refresh fuels 70% hardware surge
Weblink International Inc. reported record consolidated revenue of NT$7.78 billion (US$247 million) for the first quarter of 2026, up 19.8% year on year, and net profit after tax of...
Wednesday 6 May 2026
Acer E-Enabling reports record first-quarter revenue as cloud AI projects surge
Acer E-Enabling Service Business reported first-quarter 2026 revenue of NT$2.96 billion (US$93.9 million), up nearly 15% year on year, and net profit after tax of NT$199 million, delivering...