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NEWS TAGGED 2026
Tuesday 2 December 2025
AI drives cybersecurity demand as Acer Cyber Security eyes double-digit growth in 2026
Acer Cyber Security (ACSI), a leading cybersecurity firm under the Acer Group, is setting AI and cloud services as its core operational focus for 2026. General manager I-Nan Wu highlighted...
Tuesday 2 December 2025
Apple AI chief to retire, replaced by ex-Microsoft executive
Apple announced that John Giannandrea, its senior vice president of Machine Learning and AI Strategy, will officially retire in spring 2026. He will serve as an advisor during the...
Tuesday 2 December 2025
Samsung Electro-Mechanics to expand AI server MLCC production at Philippine plant in 2026
Samsung Electro-Mechanics is set to increase its AI server multilayer ceramic capacitor (MLCC) production by expanding capacity at its Calamba City plant in the Philippines starting...
Tuesday 2 December 2025
AOT and Epileds bet on automotive LED growth in 2025
Even though economic uncertainties have clouded the automotive market in 2025, LED makers Advanced Optoelectronic Technology (AOT) and Epileds Technologies are aggressively pursuing...
Tuesday 2 December 2025
Samsung, SK Hynix lead HBM market, capitalize on Google's TPU push
Google's expanding investment in custom AI accelerators is reshaping the high-bandwidth memory market and lifting Samsung Electronics and SK Hynix as demand for tensor processing...
Tuesday 2 December 2025
MediaTek secures Google V7e chip order, eyes 2M units by 2027
Amid rising demand for Google's TPU chips, MediaTek has emerged as a key ASIC supplier with confirmed orders for its V7e product line set to begin shipping in the second half of 2026...
Tuesday 2 December 2025
AI drives Samsung's 2026 operating profit toward KRW100T
Artificial intelligence (AI) is fueling a DRAM supercycle, prompting South Korean securities firms to continuously raise their forecasts for Samsung Electronics' operating profit...
Tuesday 2 December 2025
Panasonic raises tantalum capacitor prices, following US competitor steps
After Yageo's subsidiary KEMET raised prices on its tantalum capacitors twice in less than six months, Panasonic, currently ranked as the fourth largest supplier, also decided to...
Monday 1 December 2025
CXMT narrows DRAM gap; market impact may be smaller than expected?
China's memory manufacturer CXMT, backed by government support, shifted to high-end technology development from 2025 and has introduced multiple next-generation DRAM products within...
Monday 1 December 2025
Samsung and SK Hynix to unveil next-gen memory tech at ISSCC 2026
At the upcoming International Solid-State Circuits Conference (ISSCC) 2026 in February, Samsung Electronics and SK Hynix are set to unveil significant advances in high-performance...
Monday 1 December 2025
China turns to Baidu's Kunlun as AI chip constraints intensify
Following the US ban on sales of Nvidia's high-end chips to China, expectations have grown that Baidu could rapidly emerge as a new force in China's AI chip sector and become the...
Monday 1 December 2025
December memory prices surge as the real crunch lies ahead
Global memory supply has tightened so abruptly that December contract prices for major DRAM and NAND products have surged as much as 80 to 100 percent, according to Team Group General...
Monday 1 December 2025
TFC eyes 2026 surge in blue ammonia shipments to support semiconductor green supply chain
To support the semiconductor industry's net-zero emission goals, Taiwan Fertilizer (TFC) launched Taiwan's first certified blue ammonia in 2025, beginning sales in the second half...
Monday 1 December 2025
ACME shifts SiC R&D to AI and defense as auto market slowly recovers
Silicon carbide (SiC) demand has been weighed down by a sluggish automotive market, but ACME recently observed signs of market reversal and expects the auto sector to gradually recover...
Monday 1 December 2025
Jensen Huang visits Taiwan and refutes ODM capacity concerns
Nvidia CEO Jensen Huang has recently been on the move, drawing significant attention. Aside from visiting TSMC founder Morris Chang and Quanta chairman Barry Lam during his Thanksgiving...