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Friday 7 August 2026
Controlled scarcity: MP Materials builds America's rare earth answer while China keeps the heavies at home
MP Materials' second quarter is best read as a status report on an industrial contest. On the one hand, China has tightened its grip on the parts of the rare earth chain that matter...
Friday 7 August 2026
SK Hynix's Solidigm weighs up to US $7.2B pre-IPO funding round

Solidigm, SK Hynix's US NAND and enterprise storage unit, is weighing a pre-IPO funding round of KRW5 trillion to KRW10 trillion (US$3.6...

Friday 7 August 2026
Exclusive: STATS ChipPAC readies broad packaging price hikes on AI-driven OSAT squeeze

AI chip demand is sustaining a global rise in semiconductor packaging and testing prices, with STATS ChipPAC preparing a broad round...

Friday 7 August 2026
Panel makers turn old fabs into AI-advanced packaging hubs

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate...

Friday 7 August 2026
Winbond's record 2Q points to tighter memory markets and more pricing power ahead

Winbond Electronics Corp. reported record second-quarter revenue, profit, gross margin, and operating margin as DRAM prices jumped...

Friday 7 August 2026
Nokia's NXP Arizona fab buy signals AI optical bottleneck shifting upstream

Nokia is moving deeper into semiconductor manufacturing by acquiring NXP's Chandler fabrication campus in Arizona, signaling that the...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026
Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand
Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous...
Friday 7 August 2026
Inventec forecasts weaker notebook shipments as server growth continues in the third quarter
Inventec said notebook shipments will soften in the third quarter after customers pulled in orders during the first half, lifting volumes above expectations, while server shipments...
Friday 7 August 2026
Chicony Electronics lifts second-quarter profit on commercial demand and AI products
Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end...
Friday 7 August 2026
Transcend warns memory shortage could extend through 2027
Transcend Information said the global memory shortage remained severe and could persist through 2027, with little sign of improvement in 2026. The Taiwanese storage maker said upstream...
Friday 7 August 2026
Metaage 1H26 profit surges 330% on AI-driven enterprise demand
Metaage, a Qisda group company, reported sharply higher results for the first half of 2026 as demand tied to artificial intelligence accelerated across enterprise customers. The board...
Friday 7 August 2026
V5 July revenue reaches NT$273 million on AI chip demand, packaging expansion
V5 Technologies reported record consolidated revenue of NT$273 million in July 2026, as demand for AI chips and semiconductor packaging capacity expansion lifted orders. Revenue rose...
Thursday 6 August 2026
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging

Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about...

Thursday 6 August 2026
CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities

CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion...