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08.07.26 - 02:12
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Global PMX revenue rises as advanced foundry and AI cooling demand strengthen (Digitimes)
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Global PMX said on July 6 that demand tied to semiconductor advanced-process equipment and AI server liquid-cooling systems remained strong, helping lift June 2026 consolidated revenue to NT$750 million (US$23.47 million), up 30.66% from a year earlier. The automotive powertrain and safety component maker also reported higher revenue for the second quarter of 2026 and the first half of the year....
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08.07.26 - 02:06
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WinWay′s record June revenue driven by full AI test interface orders (Digitimes)
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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....
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08.07.26 - 02:06
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Wistron sees AI demand holding up as sovereign AI gains traction (Digitimes)
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Skepticism about the durability of AI demand continues to surface, but the supply chain remains confident in the sector's outlook. Wistron chairman Simon Lin said on July 7 that internal reports for July show shipment performance tracking closely with earlier projections, while sovereign AI demand is gaining momentum in regions outside the US, creating further business opportunities....
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08.07.26 - 02:06
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Foxsemicon June, 1H26 revenue hits record on AI orders (Digitimes)
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Foxsemicon Integrated Technology (FITI) posted record consolidated revenue of NT$2.451 billion (US$76.3 million) in June 2026, up 24.22% from May and 39.75% year-over-year. First-half 2026 consolidated revenue reached NT$11.855 billion, up 17.7% year-over-year and also a record for the period, underscoring steady growth momentum....
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08.07.26 - 00:42
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Chip Stocks Tumble on AI Anxiety | The Close 7/7/2026 (Bloomberg)
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Bloomberg Television brings you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street. Today's guests are Cboe Global Markets VP, Head of Derivatives Market Intelligence Mandy Xu, TeraWulf Chairman & CEO Paul Prager, CFRA Research Equity Research Analyst Keith Snyder, Former NATO Ambassador Kay Bailey Hutchison, JPMorgan Asset Management Global Market Strategist Jordan Jackson, Bernstein Research US Semiconductors Senior Analyst Stacy Rasgon, American Century Investments CEO Jonathan Thomas, Neuberger Private Markets Global Head Tony Tutrone, & Spring Health CEO & Co-Founder April Koh. (Source: Bloomberg)...
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