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ASE Holdings posts record 2Q26 revenue, bets US$40M on South Korea as AI packaging demand surges

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digitimes.com 2026-07-10

ASE Holdings posted record second-quarter and first-half 2026 revenue, driven by strong demand for advanced semiconductor packaging and testing, conventional backend services and AI-related applications. June revenue reached its second-highest monthly level on record, while quarterly growth exceeded the company's previous guidance.

CSP ASIC demand drives structural growth in high-speed interconnects

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digitimes.com 2026-07-10

As cloud service providers (CSPs) continue to ramp up capital expenditures, demand for high-speed interconnects within data centers is accelerating. Multiple research firms forecast that leading CSPs will sustain high double-digit capex growth in 2026, with roughly half of the increase driven by data center expansion.

Realtek 2Q26 revenue driven by networking demand, 3Q26 set to gain from price hikes

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digitimes.com 2026-07-10

Realtek Semiconductor reported June 2026 revenue of NT$12.31 billion (approx. US$383.67 million), down 1.7% from the previous month but up 20.6% from a year earlier. Second-quarter 2026 revenue totaled NT$37.55 billion, rising 3.11% sequentially and 17.68% year-over-year, while first-half 2026 revenue reached NT$73.98 billion, up 10.52% from the same period last year. Both second-quarter and first

Meta readies Iris chip, locks in supply for push to 14 gigawatts

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digitimes.com 2026-07-10

Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion expected to reach 14 gigawatts in 2027.

CHPT chief: AI demand is set to strain capacity and reshape Taiwan's industrial priorities

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digitimes.com 2026-07-10

Chunghwa Precision Test Tech president Scott Huang said on July 7 that the company's biggest challenge over the next five years will be capacity as artificial intelligence demand surges across the semiconductor supply chain. He also urged Taiwan to increase investment in quantum technology and nuclear fusion, saying both fields could shape the island's long-term industrial future.

LG Innotek expands Vietnam footprint with new IC substrate plant

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digitimes.com 2026-07-10

LG Innotek is moving ahead with a new semiconductor substrate manufacturing facility in Vietnam, marking its first overseas production base for IC substrates as the company seeks to expand capacity for advanced packaging products used in AI servers and high-end mobile devices.

Watch SK Hynix Rides AI Boom to Blockbuster US Listing | Insight with Haslinda Amin 07/10/2026 - Bloomberg.com

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www.bloomberg.com 2026-07-10 Bloomberg.com

Apple’s $30B Broadcom Deal Signals Expansions in AI, U.S. Supply Chain

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eetimes.com 2026-07-10 Alan Patterson

Apple’s $30B Broadcom bet drags AI data centers and U.S. chipmaking into its orbit… and may hand Intel a lifeline.

Apple Broadcom AI Data Centers U.S. Supply Chain Semiconductor Manufacturing Custom Silicon Wireless Connectivity RF Components

Watch SK Hynix Raises $26.5B in Top Foreign Debut in US | The Asia Trade 7/10/2026 - Bloomberg.com

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www.bloomberg.com 2026-07-10 Bloomberg.com

China's temporary helium export ban signals fears of a prolonged Middle East supply squeeze

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digitimes.com 2026-07-10

China moved on July 10 to wall off its domestic supply of helium, a gas with no substitute in chipmaking and medical imaging, in a step that suggests Beijing does not expect Middle East supply risks to ease quickly — and one that could tighten an already strained global market.

Largan samples CPO product in July 2026, eyes GC edge

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digitimes.com 2026-07-10

Largan said on July 9, 2026, that it will formally begin sampling fiber array (FA) products for a mass-production customer in July, while chairman En-Ping Lin outlined the company's advantages in common packaging optics (CPO) amid market attention on Corning's Glass Bridge technology.

China's AI talent demand spreads into chips, rare earths, and new materials

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digitimes.com 2026-07-10

China's graduate job market is shifting toward semiconductors, materials, and manufacturing, with global implications for supply chains, AI development, and critical minerals. Fresh salary data show computer science and software engineering losing ground as strategic industries draw more talent, while hard tech majors gain pay advantages across the country.

Nvidia's Jensen Huang to revisit Sega roots in Japan as AI PC competition intensifies

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digitimes.com 2026-07-10

Nvidia CEO Jensen Huang will travel to Japan for an event celebrating the US chipmaker's three-decade relationship with Sega, revisiting a partnership that helped Nvidia survive its difficult early years as semiconductor competition expands from data centers to personal computers.

SK hynix to raise W40tr through Nasdaq ADR listing - The Korea Herald

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www.koreaherald.com 2026-07-10 The Korea Herald

Nvidia Stock: What Investors Need to Know After Its Most Recent AI Deal - The Motley Fool

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www.fool.com 2026-07-10 The Motley Fool

SK Hynix Raises $26.5 Billion In U.S. Listing; Memory Giants Micron, Sandisk Rise - Investor's Business Daily

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www.investors.com 2026-07-10 Investor's Business Daily

Micron CEO says AI boom drives 'unprecedented' memory demand as company invests $250B - Fox Business

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www.foxbusiness.com 2026-07-10 Fox Business