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Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications
Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.
Notebook shipment update, May 2026
In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.
Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption
AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
Global smartphone industry, 1Q 2026
Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY
Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market
Memory makers' revenues are estimated to hit another record high in the second quarter of 2026; The US, Japan, and South Korea launch new product competitions, while Taiwanese players continue to pursue niche market momentum.
Notebook shipment update, April 2026
Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.
Display to semiconductor: Panel makers weaponize large glass substrates for FOPLP
Panel makers' FOPLP strategies vary, with Innolux being the most active. AUO utilizes RDL technology to develop emerging applications such as satellite antennas.
The US$16.5 Billion Bet: How Co-Packaged Optics Will Rewire AI's Backbone by 2030
Mastering the 140%+ CAGR of CPO Semiconductor Revenue Explosion