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As the global AI computing infrastructure boom drives rapid demand growth for GPUs, CPUs, and ASICs, the ABF substrate industry is set to swing into shortage in 2026, with the supply-demand gap expected to widen in 2027-2028. That has lifted order visibility for IC substrate makers in Taiwan, Japan, and South Korea, with the outlook now stretching as far as 2029-2030. Companies including Ibiden, Unimicron, Kinsus, Nan Ya Printed Circuit Board, Leading, and Samsung Electro-Mechanics are all moving into a new round of capacity expansion....

Sigurd Microelectronics, an IC testing and packaging company, reported record July 2026 revenue and said demand from AI and AI connectivity markets drove the result. The company said orders for high-performance computing chips, including CPUs, GPUs, ASICs, and AI accelerators, lifted testing demand for silicon photonics, high-speed networking, memory, silicon capacitors, baseboard management controller chips, and high-end power management ICs used in AI servers and data centers....

TOKYO (dpa-AFX) - ASICS Corporation (ASCCY, 7936.T), a Japanese sports equipment company, on Friday revised up its annual outlook despite persisting volatile global economic environment. The compa......

TOKYO (dpa-AFX) - ASICS Corporation (ASCCY) released a profit for its first half that Increased, from the same period last yearThe company's bottom line came in at JPY82.171 billion, or JPY115.84 ......

SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel Corporation today announced the appointment of Dean Jarnac as executive vice president and chief sales officer. Jarnac will lead Intel's global sales organization—strengthening Intel's customer relationships and go-to-market execution across its product portfolio, including client, data center, AI, networking, and ASICs. “Customer focus and execution are central to Intel's strategy and future success,” said Lip-Bu Tan, Intel CEO. “Dean is a proven leader with deep industry relationships and a strong track record of building high-performance sales organizations. His customer-first mindset, operational discipline, and extensive semiconductor experience will help us deepen customer partnerships and accelerate growth across our business.” Jarnac joins Intel from Marvell, where he served as chief sales officer and was responsible for the company's worldwide sales, field application engineering, and sales operations organizations. Prior to Marvell, Jarna...

Chinese printed circuit board (PCB) maker Victory Giant Technology is aggressively expanding its manufacturing footprint and international order book, highlighting relentless growth momentum across China's artificial intelligence hardware sector. The Guangdong-based company has been negotiating new orders with major US firms, as it capitalises on surging demand from makers of both graphics processing units (GPUs) and application-specific integrated circuits (ASICs) used in AI computing,......

Connected rescue-ready AED technology will support cardiac preparedness across the iconic 7-mile Cape Cod course SAN FRANCISCO, Aug. 5, 2026 /PRNewswire/ -- Avive Solutions, a leader in modern automated external defibrillator (AED) technology, is announcing it's partnership with the......

MediaTek held an investor conference on July 31, 2026, with CEO Rick Tsai reiterating that ASIC revenue will reach US$2 billion in 2026. He also said the total addressable market for cloud ASICs will reach US$80 billion in 2027, while lifting the company's target market share to 15-20%....

Losses to Asics are offset by gains in the more durable performance category....

Losses to Asics are offset by gains in the more durable performance category....

News Summary Second-quarter revenue was $16.1 billion, up 25% year-over-year (YoY). Second-quarter earnings (loss) per share (EPS) attributable to Intel was $(2.16); non-GAAP EPS attributable to Intel was $0.42. Forecasting third-quarter 2026 revenue of $15.8 billion to $16.8 billion; expecting third-quarter EPS attributable to Intel of $0.31 and non-GAAP EPS attributable to Intel of $0.38. SANTA CLARA, Calif.--(BUSINESS WIRE)--Intel Corporation today reported second-quarter 2026 financial results. “AI is driving unprecedented demand for compute, and as we continue to execute, Intel is well-positioned to capture sustainable growth across our CPU franchise, ASICs, advanced packaging and vast wafer foundry network,” said Lip-Bu Tan, Intel CEO. “Our Q2 results represent our strongest revenue growth in more than fifteen years, enabled by greater speed, accountability, and customer focus.” “We delivered a strong second quarter, exceeding our financial guidance on robust demand and improved execution,...

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Taiwan's AI hardware supply chain remained strong in June, as substrate and CCL makers posted sharp annual gains driven by demand for AI servers, ASICs, and high-performance computing. The latest sales data suggest the upgrade cycle is broadening beyond one segment, with advanced ABF substrates and high-end CCL benefiting from higher specifications, better pricing, and rising AI content. For investors, companies with greater AI exposure, stronger product mix, and disciplined capacity are capturing the most upside....

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects through higher costs, delayed capacity, and uneven access to advanced processors. As demand for CPUs, GPUs, and ASICs rises, ABF substrate supply is tightening, and the squeeze is expected to last for years....

After the semiconductor index nearly doubled in the first half of 2026 before a sharp pullback, the central question is whether the industry's AI-driven growth cycle has already peaked. This analysis examines the sustainability of the AI semiconductor boom, the outlook for memory and ASICs, and the geopolitical risks reshaping global supply chains....

China's leading AI model developers are moving deeper into custom chip design, a shift that could reshape the country's AI hardware market as inference demand rises, US export controls tighten access to Nvidia GPUs, and Huawei's domestic alternatives face capacity and software constraints....

WinWay Technologies said that its June revenue rose to a record NT$1.5 billion (US$454.8 million), supported by demand from AI, high performance computing, ASICs, GPUs, CPUs, and other applications despite shipments being disrupted by typhoons. The semiconductor test interface supplier also said its order intake for AI-related test platforms remained full heading into the third quarter of this year....

FORM's AI infrastructure push is fueling demand for probe cards, HBM testing, GPUs, custom ASICs and CPO, with revenue gains eyed through 2030....

Two exclusive sneaker styles merge performance innovation with FP Movement's signature approach to style and self-expression PHILADELPHIA, July 7, 2026 /PRNewswire/ -- This July, FP Movement, Free People's renowned activewear brand, partners with ASICS for their first-ever footwear......

AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs, tightening capacity across both 8-inch mature processes and 12-inch advanced nodes. CoWoS's advanced packaging and HBM capacity are also set for a prolonged supply shortage, effectively rewriting the foundry industry's business cycle....