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iST June revenue rose as AI chip validation demand strengthened

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digitimes.com 2026-07-14

Integrated Service Technology Inc. (iST) reported June 2026 consolidated revenue of about NT$426 million (US$13.24 million), up 10.47% from May and down 1.56% year on year. The Taiwan-based chip validation and analysis provider said the result reflected stronger demand tied to AI chip validation and a spillover effect from capacity constraints at packaging and testing plants.

Ion Electronic Materials posts 30% June revenue growth on advanced gas demand

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digitimes.com 2026-07-14

Ion Electronic Materials reported June 2026 consolidated revenue of NT$51.852 million (US$1.61 million), up 30% from a year earlier, as demand for advanced gases continued to expand. First-half consolidated revenue reached NT$315 million, down 3% from the same period in 2025, mainly because equipment revenue was absent.

Quartz component makers raise prices as material costs bite

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digitimes.com 2026-07-14

Quartz component suppliers are raising prices as higher raw material costs from gold wire and ceramic bases squeeze margins. Industry sources said ceramic base prices could climb by double-digit percentages, in some cases even doubling, pushing makers to pass on some of the increases.

Tripod posts record second-quarter revenue as 2026 capex plan tops NT$10 billion

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digitimes.com 2026-07-14

Tripod Technology said its business stayed strong in the first half of 2026, helping second-quarter revenue hit a new quarterly high. June sales still topped NT$8 billion (approx. US$250 million), even though they fell from May, as inventory checks, component shortages, and customer supply gaps delayed shipments.

Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

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digitimes.com 2026-07-14

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal white list intended to prevent the processors from reaching China through other countries. The Financial Timesreported the move, citing three people familiar with the matter.

Commentary: Forget AI chips — China's top science awards reveal what Beijing is actually building

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digitimes.com 2026-07-14

China has nine years left to meet its goal of becoming a global science and technology powerhouse by 2035.

GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

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digitimes.com 2026-07-14

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price movements. Increasingly, the focus is on longer-term variables, including the pace of capacity expansion, the sustainability of AI-driven demand, and whether emerging AI applications can achieve commercial scale.

Liying tops NT$100 million as AI chip demand lifts semiconductor services

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digitimes.com 2026-07-14

Liying said revenue reached a quarterly record of NT$108 million in the second quarter of 2026, crossing the NT$100 million (US$3.11 million) mark for the first time as strong demand for AI chips kept semiconductor utilization rates high. The company also reported record first-half revenue of NT$206 million, reflecting continued demand for its circular-economy services tied to waste hydrofluoric a

Samsung brings HBM, logic, and optics together in packaging push

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digitimes.com 2026-07-14

Samsung Electronics is developing advanced packaging technology that combines high-bandwidth memory (HBM), logic chips and silicon photonics (SiPh) as it seeks to address the rising power consumption and data-transfer bottlenecks facing AI data centers.

Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices

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digitimes.com 2026-07-14

Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx. US$159.14 million) to CNY1.282 billion, as a memory-market super-cycle drives up prices for its DRAM and Flash products, according to a preliminary earnings filing to the Shenzhen Stock Exchange on July 13. That compare

Trusval sets record first-half revenue as AI factory demand pushes orders to 2027

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digitimes.com 2026-07-14

Trusval Technology posted record revenue in the second quarter and first half of 2026, supported by demand tied to global AI infrastructure buildouts and continued expansion of advanced process and advanced packaging capacity by semiconductor makers. The company said order visibility has now extended through 2027.

Analyst Dan Ives Calls Memory Chips the "Golden Child" of the AI Revolution with "15-to-1" Demand-to-Supply Imbalance - 24/7 Wall St.

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news.google.com 2026-07-14 24/7 Wall St.

Bosch secures $225M CHIPS funding for Roseville semiconductor expansion - ABC10

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news.google.com 2026-07-14 ABC10

TSMC revenue hits all-time high as AZ factory production ramps up - The Business Journals

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news.google.com 2026-07-14 The Business Journals

'We'll be out of business': Jensen Huang bet his last dollars on a chip he never held in his hands — and it saved Nvidia - AOL.com

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news.google.com 2026-07-14 AOL.com