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06.07.26 - 05:36
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LandMark Optoelectronics posts record revenue in June, expands for post-2028 growth (Digitimes)
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LandMark Optoelectronics (LMOC) posted record-high single-month revenue in June 2026 and is stepping up its expansion plans to prepare for demand beyond 2028, as silicon photonics (SiPh) revenue is expected to triple in 2026. The optical communications epitaxial wafer (epi-wafer) maker said revenue rose for the eleventh consecutive month, reflecting tighter capacity and stronger data center demand....
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06.07.26 - 04:24
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South Korea Plans Investment Fund From Chip Tax Revenue (ZeroHedge)
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South Korea Plans Investment Fund From Chip Tax Revenue
At a time when chip and memory companies are disproportionately receiving the benefits of hundreds of billions in capex, and a growing number of politicians are consider ways to socialize these outsized gains, Yonhap News reported that South Korea plans to create an investment fund using tax revenue from its burgeoning semiconductor industry to finance long-term economic growth.
In a senior-level meeting of the government and the ruling party, presidential chief of staff Kang Hoon-sik said the additional revenue from the country's chip industry should be invested for future growth, the news agency reported.
“By launching the fund with the extra tax revenue, we aim to make bold investments for the future, including supporting the three mega projects, creating future growth engines, addressing K-shaped polarization, and supporting housing, startups and jobs for those in their 20s and 30s,” Kang said.
South Korea recently unveiled its t...
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06.07.26 - 04:24
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Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline (ZeroHedge)
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Nvidia Supplier Hon Hai Sales Beat As Continued AI Demand Offsets Consumer Electronics Decline
Nvidia's server assembly partner Hon Hai Precision Industry reported a bigger-than-expected 40% jump in quarterly sales and said AI demand is growing further, according to Bloomberg.
Hon Hai's revenue grew to NT$2.51 trillion ($79 billion) in the three months to June, beating the average of analyst estimates of NT$2.37 trillion. Demand for AI-related products drove sales, compensating for a slight decline in demand from consumer electronics and computing products, where soaring memory prices have resulted in widespread demand destruction.
Shipments of AI racks are expected to maintain their momentum in the current quarter, while demand for information and communications technology products is entering peak season, the company said in a statement Sunday quoted by Bloomberg. Overall operations are expected to grow both quarter-on-quarter and year-on-year.
Hon Hai, also known as Foxconn, has establi...
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06.07.26 - 03:00
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Taiwan scooter sales rise in June as SYM holds lead and Gogoro surges (Digitimes)
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Taiwan's scooter market picked up pace in June, a trend that may matter for global suppliers, EV watchers, and consumer brands watching two-wheeler demand in Asia. Sales rose across gas and electric segments, while leading companies used new models, fleet orders, and seasonal promotions to strengthen their positions....
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06.07.26 - 03:00
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Transcom lifts 2Q26 revenue 29% on defense and satellite demand (Digitimes)
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Transcom Technology reported June 2026 revenue of NT$78.05 million (US$2.44 million), up 30.78% from the prior month, and second-quarter revenue of NT$228 million, up 28.63% from the first quarter, as domestic and overseas military shipments accelerated. The power amplifier maker said the gain reflected stronger defense-related deliveries in Taiwan and abroad....
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06.07.26 - 02:36
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China memory module giant′s first-half profit set to jump more than 600-fold (SCMP)
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One of China's biggest memory module makers is forecasting a more than 600-fold surge in first-half profit, highlighting the boost to the mainland's downstream storage companies from the global memory-chip upcycle.
Shenzhen Longsys Electronics said on Friday evening that the net profit attributable to shareholders was expected to reach between 9.2 billion yuan (US$1.36 billion) and 11 billion yuan for the six months ended June 30, compared with just 14.8 million yuan a year earlier.
That would......
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06.07.26 - 01:36
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Dalal Street to track oil, earnings, global trends (Times of India)
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Indian stock markets are poised for a week driven by crude oil prices, global cues, and the commencement of the corporate earnings season, with TCS set to announce its June-quarter results. Investors will also be watching the monsoon's progress and foreign investor activity. Key economic data from the US, including Federal Reserve minutes, will provide further direction....
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05.07.26 - 23:01
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Berenberg streicht KION-Gewinnprognose um bis zu sechs Prozent (Ariva)
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Vorgezogene Bestellungen rächen sich: Bei KION bricht das Auftragsgeschäft im zweiten Quartal ein, während Umsatz und Marge überraschend zulegen. Berenberg reagiert mit einem neuen Kursziel. Der Gabelstapler- und Intralogistik-Konzern KION muss beim Auftragseingang im zweiten Quartal einen spürbaren Dämpfer hinnehmen. Das geht aus einer aktuellen Einschätzung der Analysten von Berenberg hervor, die im Zuge eines Investorentelefonats des Unternehmens Anfang Juli ......
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