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2026-07-06
UMC posts record first-half revenue and plans selective price hikes in second half
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digitimes.com 2026-07-06
United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12 billion, up 0.8% from May and 22.85% year-on-year — a 44-month high. Second-quarter revenue climbed to NT$68.73 billion, up 12.61% sequentially and 16.98% year-on-year, the highest level in 15 quarters.
2026-07-06
Nvidia supplier Hon Hai’s sales beat on continued AI demand - Fortune
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news.google.com 2026-07-06 Fortune
2026-07-05
Micron Technology Stock (MU) Opinions on AI-Driven Memory Demand - Quiver Quantitative
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news.google.com 2026-07-05 Quiver Quantitative
2026-07-05
Key Nvidia Supplier Foxconn Posts 40% Q2 Revenue Jump on AI Server Demand - Benzinga
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news.google.com 2026-07-05 Benzinga
2026-07-05
Nvidia Stock Analysis July 2026: AI Chip Demand & Investment Outlook - Intellectia AI
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news.google.com 2026-07-05 Intellectia AI
2026-07-05
How NVIDIA Corporation’s (NVDA) AI Factory Model Could Turn Blackwell Demand Into Usage-Linked Revenue - Insider Monkey
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news.google.com 2026-07-05 Insider Monkey
2026-07-05
Why Micron Technology, Inc.’s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum - Insider Monkey
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news.google.com 2026-07-05 Insider Monkey
2026-07-05
Why Micron Technology, Inc.’s (MU) Memory Tightness Is Turning AI Demand Into Cleaner Earnings Momentum - Yahoo Finance
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news.google.com 2026-07-05 Yahoo Finance
2026-07-05
Texas-Instruments Market Growth Forecast to 2035: Industrial and Automotive Demand Accelerate - News and Statistics - IndexBox
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news.google.com 2026-07-05 IndexBox
2026-07-05
Texas Instruments highlights analog chip strength as investors weigh long-term demand - AD HOC NEWS
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news.google.com 2026-07-05 AD HOC NEWS
2026-07-05
Infineon Technologies outlines long-term strategy as semiconductor demand evolves - AD HOC NEWS
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news.google.com 2026-07-05 AD HOC NEWS
2026-07-05
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Bloomberg.com
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news.google.com 2026-07-05 Bloomberg.com
2026-07-05
Nvidia Supplier Hon Hai Reports Surging Sales on Solid AI Demand - Yahoo Finance
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news.google.com 2026-07-05 Yahoo Finance
2026-07-05
Gan Laser Diode Market Forecast Points Higher Toward 2035, Driven by Lidar and Industrial Processing Demand - IndexBox
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news.google.com 2026-07-05 IndexBox
2026-07-05
Nio Stock Falls Premarket: Flagship ES8 Demand Powers Through Fresh Chip Shortage Disruption - Stocktwits
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news.google.com 2026-07-05 Stocktwits
2026-07-05
AI, HPC test interface demand drives CHPT June revenue to new monthly high
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digitimes.com 2026-07-05
Test interface supplier Chunghwa Precision Test Tech. Co., Ltd. (CHPT) reported its June 2026 revenue, marking its sixth consecutive monthly revenue record as demand from the market remained strong. The company also posted record quarterly revenue in both the first and second quarters of 2026, underscoring its sustained growth momentum.
2026-07-05
Component inflation weighs on manufacturing momentum as Taiwan PMI growth moderates
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digitimes.com 2026-07-05
Surging demand for high-bandwidth memory (HBM) used in AI servers has driven shortages and sharp price increases for conventional memory, while microcontroller (MCU) suppliers have also begun passing higher costs on to customers. Apple raised prices for certain Mac and iPad models in late June, and market rumors suggest the upcoming iPhone 18 could see price increases of as much as 30%.
2026-07-05
Advantest and OpenLight join forces on silicon photonics test platform for mass production
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digitimes.com 2026-07-05
Advantest said it has partnered with OpenLight to develop a scalable silicon photonics (SiPh) test solution for mass production environments. The announcement comes as artificial intelligence (AI) and high-performance computing workloads increase demand for silicon photonics and co-packaged optics in data centers.
2026-07-05
AI in Semiconductor Market Forecast Points Higher Toward 2035, Driven by Hyperscale AI Compute Demand - IndexBox
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news.google.com 2026-07-05 IndexBox
2026-07-05
Micron Technology's Stock Soars 241% Amid AI Demand Surge - Intellectia AI
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news.google.com 2026-07-05 Intellectia AI