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Charts: Taiwan's OSAT sector grows a steady 23.7% YoY in June, but a small player is stealing the spotlight

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digitimes.com 2026-07-15

Taiwan's back-end packaging and testing (OSAT) industry posted US$3,105.4 million in June 2026 revenue, up 2.9% month-over-month and 23.7% year-over-year — a solid, steady pace, but one that masks sharply divergent performance beneath the surface.

PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share

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digitimes.com 2026-07-15

Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor Manufacturing (PSMC) said on a July 14, 2026, online earnings call that it raised DRAM wafer start prices in July by about 45% from June, with the increase expected to flow into revenue and profit from November,

AI image sensor chip makers accelerate shift to algorithms, modules

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digitimes.com 2026-07-15

AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as well as mid-sized companies including Sunplus Technology, Egis Technology, and Etron Technology, all stepping up their efforts. Among firms also pushing into drone imaging solutions, including Elan Microelectronics and P

Nvidia looks to Mitsubishi Heavy for cooling and power as Japan's AI buildout accelerates

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digitimes.com 2026-07-15

Nvidia and Mitsubishi Heavy Industries are weighing a partnership under which the Japanese industrial group would supply cooling systems and energy management equipment for the artificial-intelligence data centers Nvidia is building with partners worldwide, Nikkeireported. The talks point to where the AI buildout is now bottlenecked: not chips, but the power and heat they generate.

[News] Korean and Japanese Researchers Unveil New AI Memory Architectures to Address HBM Thermal Limits - TrendForce

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www.trendforce.com 2026-07-15 TrendForce

Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy? - Yahoo Finance

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finance.yahoo.com 2026-07-15 Yahoo Finance

A Look at Hudbay Minerals Inc (HBM) After 7.8% Gain -- GF Value $10.15 vs Price $22.50 - GuruFocus

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www.gurufocus.com 2026-07-15 GuruFocus

Micron vs. SK Hynix: Which AI Memory Stock Is the Better Buy? - The Motley Fool

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www.fool.com 2026-07-15 The Motley Fool