Samsung Electro-Mechanics tops US$2 billion quarterly sales, flags ABF substrate shortage
Qualcomm says Samsung chip share remains above 70% despite Exynos push
Lite-On profit rises on surge in AI-driven cloud demand
Lite-On Technology reported first-quarter revenue of NT$43.4 billion (approx. US$1.35 billion), up 19% from a year earlier, as surging demand for AI infrastructure fueled rapid growth in its cloud-related business.
Foxconn Industrial Internet posts 102% net profit growth in 1Q26 on AI GPU, ASIC demand
Onsemi expands collaboration with NIO to support 900V EV platforms
MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
Goertek boosts Vietnam camera output with US$20 million Bac Ninh expansion
China-based electronics manufacturer Goertek is deepening its manufacturing push in Vietnam, committing an additional US$20 million to expand its Bac Ninh operations, reinforcing the country’s role as a key production base for global consumer electronics supply chains.
China’s memory makers post blockbuster gains as AI tightens supply and resets prices
China’s memory sector is showing clear signs of recovery, with leading players including Shenzhen Longsys Electronics and Montage Technology reporting strong first-quarter gains, underpinned by a structural demand shift driven by artificial intelligence.