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Thursday 16 July 2026
TSMC lifts 2026 revenue growth above 40% on strong AI demand from cloud giants

TSMC expressed strong confidence during its July 16 earnings conference that demand for its advanced process technologies remains robust,...

Thursday 16 July 2026
Beyond AI: Resilient consumer demand widens semiconductor supply crunch
Reports of lengthening semiconductor lead times have become increasingly common in recent months, highlighting that the imbalance between chip supply and demand has not eased but is...
Thursday 16 July 2026
MCU lead times stretch, but industry holds the line against a pandemic-style order rush

Microcontrollers (MCUs), widely used across industrial automation, medical devices, and consumer electronics, are experiencing longer...

Thursday 16 July 2026
India trims chip subsidies but widens their reach as it courts electronics supply chain away from China
India approved two large incentive packages on July 15 that together recast how New Delhi subsidizes electronics manufacturing: learner-per-project chip subsidies spread across a much...
Thursday 16 July 2026
Chip inflation drives phone prices higher, clouds 2027 demand
Rising chip costs are adding pressure to consumer electronics, with memory prices expected to stay elevated through at least 2027 and weighing heavily on downstream manufacturers and...
Wednesday 15 July 2026
Wingtech Technology warns of first-half 2026 loss amid control limits at Nexperia
Wingtech Technology said its first-half 2026 results are likely to swing to a loss, reflecting the impact of restricted control over its Nexperia unit in Europe. The outlook matters...
Wednesday 15 July 2026
Taiwan's outbound investment shifts to US and ASEAN as manufacturers diversify supply chains
Taiwanese outbound investment rose more than 50% over the past five years, with manufacturers directing a growing share of capital toward the United States and ASEAN as global supply...
Wednesday 15 July 2026
China's 1H26 IC exports jump 96% on AI hardware demand
China's IC exports surged in the first half of 2026, underscoring strong demand for AI, data center, and HPC hardware that lifted electronics supply-chain momentum. The General Administration...
Tuesday 14 July 2026
Lite-On commits US$919 million to new Texas manufacturing base
Lite-On Technology has finalized plans to build a new manufacturing base in McKinney, Texas, in a US$919 million investment that is expected to create more than 600 jobs. The project...
Monday 13 July 2026
Pegatron June revenue rose 15.9% on server shipments and AI expansion
Pegatron reported June revenue of NT$91.296 billion (US$28.43 billion), up 15.9% year over year and down 4.9% from May, as shipments increased on the gradual rollout of its new server...
Monday 13 July 2026
India roundup: India's chip strategy tests its ability to build a competitive ecosystem

India is moving from semiconductor planning to execution, using funding, tariff changes, foreign...

Monday 13 July 2026
Complex Micro Interconnection sees June sales rise as AI-led device demand lifts orders

Flexible circuit board maker Complex Micro Interconnection (CMI) said June 2026 revenue rebounded as consumer electronics shipments...

Sunday 12 July 2026
Coretronic's second quarter revenue topped NT$10 billion as display weakness persisted
Coretronic's latest sales update signals a mixed picture for the global electronics market, with demand improving in energy-saving products but lingering weakness in imaging. For international...
Saturday 11 July 2026
Record chip profits mask a widening divide inside Samsung
Samsung Electronics' preliminary results for the second quarter of 2026 again underscore a striking split inside the company: surging semiconductor profits driven by AI server demand...
Friday 10 July 2026
Luxshare's weak HK debut highlights investor skepticism over AI transition

Luxshare Precision's highly anticipated Hong Kong debut got off to a shaky start despite securing the city's largest IPO of 2026, underscoring...