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Thursday 16 July 2026
TSMC 2Q26 profit surges 77% to a record on AI demand, first 2nm revenue

TSMC reported record second-quarter 2026 results on July 16, with revenue, profit, and earnings per share all surpassing market expectations,...

Thursday 16 July 2026
CXMT IPO raises fresh capital, but its own prospectus map shows distance still to close
The IPO prospectus filed by Changxin Memory Technologies (CXMT) ahead of its planned listing on Shanghai's STAR Market offers an unusually candid portrait of the global DRAM industry...
Thursday 16 July 2026
Baiwei Storage forecasts sharp first-half profit surge on AI memory demand
Shenzhen Baiwei Storage Technology said its first-half 2026 revenue and profit are likely to rise sharply, highlighting how the global AI boom is reshaping demand for memory chips...
Thursday 16 July 2026
CXMT outspends all peers on R&D as a share of revenue, IPO filing shows

Across almost every competitive metric disclosed in its STAR Market IPO prospectus, Changxin Memory Technologies (CXMT) trails the...

Thursday 16 July 2026
Acer Gadget posts record second-quarter revenue on AI PC and e-commerce demand
Acer Gadget, the Acer Group subsidiary, reported record second-quarter self-reported revenue and said its two core businesses kept shipments moving in June and the first half of 2026...
Thursday 16 July 2026
Anthropic eyes autumn IPO to beat OpenAI and DeepSeek to public markets
Anthropic PBC is lining up investor meetings ahead of a potential mega-IPO that could value the Claude maker at US$1 trillion or more, a move that would let it beat both OpenAI and...
Thursday 16 July 2026
Taiwan power device makers gain from automotive inventory buildup and order shifting
Semiconductor supply chains remain tight, and Taiwan power device suppliers say the automotive market, after two years of inventory digestion, is now building up extra stock to avoid...
Thursday 16 July 2026
AI, ICT projects, and 5G upgrades power Taiwan telecom trio's strong June results
Taiwan's three major telecom operators delivered stronger June 2026 results than a year earlier, supported by robust demand for ICT services, continued 5G migration and expanding digital-service...
Thursday 16 July 2026
Silan Microelectronics forecasts stronger first-half 2026 profit on sales growth and investment gains
Hangzhou Silan Microelectronics said its first-half 2026 profit is set to rise sharply, driven by revenue growth, product upgrades, and fair-value gains on financial assets. The outlook...
Thursday 16 July 2026
TPV Technology expects first-half loss as costs rise and global competition intensifies
TPV Technology said it expects to remain in the red in the first half of 2026, underscoring how higher materials costs, supply chain shifts, and intense price competition could continue...
Wednesday 15 July 2026
AI server tracker: Power and thermal suppliers lead June revenue growth

Taiwan's AI server component suppliers generally maintained healthy revenue momentum in June, with power supply, thermal solution and baseboard...

Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
ASML raises 2026 sales outlook as AI-fueled logic and memory demand accelerates
Dutch lithography giant ASML reported total net sales of EUR9.3 billion for the second quarter of 2026, exceeding its own guidance, as customers accelerated capacity expansion plans...
Wednesday 15 July 2026
Samsung has yet to receive HBM4 volume-production order from Nvidia, dealsite reports
Samsung Electronics has yet to receive a volume-production order from Nvidia for HBM4 chips, with its HBM revenue from the AI chipmaker so far limited to paid evaluation samples, Dealsite...