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NEWS TAGGED 2026
Thursday 24 July 2025
AI data center boom and OpenAI deal propel Alphabet's cloud ambitions into 2026
Oracle is rapidly expanding its cloud infrastructure footprint across the US and Europe, securing significant contracts and projecting substantial revenue growth for fiscal year 2026...
Thursday 24 July 2025
AI server boom runs into fiberglass bottleneck
As the four major cloud service providers (CSPs) actively invest in self-developed application-specific integrated circuits (ASICs), market forecasts predict a rapid increase in shipments...
Wednesday 23 July 2025
Dixon accelerates growth through Chinese partnerships, gains edge in smartphone components
Dixon Technologies is accelerating growth through strategic joint ventures with leading Chinese firms, including Q Tech, HKC, and Chongqing Yuhai. In the first quarter of fiscal 2026,...
Wednesday 23 July 2025
Dixon crowned India's mobile phone manufacturing leader
Dixon Technologies posted strong first-quarter results for fiscal year 2026, led by a 125% year-over-year surge in mobile phone revenues to INR116.63 billion (US$1.36 billion). With...
Wednesday 23 July 2025
3nm’s swan song: Android chipmakers race to outsmart Apple with AI
As the smartphone industry enters the second half of 2025, attention is turning toward the final chapter of 3nm system-on-chip (SoC) flagships. Apple, MediaTek, and Qualcomm are all...
Tuesday 22 July 2025
Nvidia and MediaTek delay AI PC launch to 2026 due to Microsoft OS hurdles and market headwinds
MediaTek and Nvidia have postponed the launch of their highly anticipated AI PC platform to the first quarter of 2026, supply chain sources say, citing a combination of delays in...
Monday 21 July 2025
Exclusive: YMTC to pilot fully China-made NAND line in 2025, eyes 15% global share by 2026
Yangtze Memory Technologies Co. (YMTC), China's top NAND flash maker, is advancing its push for equipment self-sufficiency. Supply chain sources say the company's first NAND production...
Saturday 19 July 2025
SK Hynix retreats from China, pivots to homegrown DRAM growth
SK Hynix is ramping up domestic semiconductor production as US export controls and geopolitical tensions prompt a broader reshuffling of the global memory supply chain. The company...
Friday 18 July 2025
SK Hynix may lose HBM crown by 2026 as rivals trigger price showdown
Goldman Sachs recently released a striking report on the high-bandwidth memory (HBM) market, stating that regardless of forecasting scenarios, SK Hynix's monopoly over HBM will eventually...
Friday 18 July 2025
Foldable smartphone brands strategize to break growth plateau
The foldable smartphone space is buzzing with increased support from brands, hardware innovations, and generative AI enhancements. Since the release of Samsung's Galaxy Z Fold 7,...
Friday 18 July 2025
TSMC raises 2025 revenue forecast on AI demand despite macro headwinds
TSMC lifted its full-year revenue outlook in dollar terms during an earnings call, citing robust demand for high-performance computing chips driven by artificial intelligence (AI)...
Friday 18 July 2025
MediaTek's C-X1 takes market by storm to fuel 2026 revenue
MediaTek has collaborated with NVIDIA since 2023 in developing automotive chips, and the partnership since then has extended into various application fields. Their new C-X1 chip is...
Thursday 17 July 2025
iKala prepares for IPO, plans to file and list on innovation board in 2026
Taiwan-based iKala is preparing for an initial public offering (IPO), with plans to file for listing on Taiwan's innovation board in 2026. The company's co-founder and CEO, Sega Chang,...
Thursday 17 July 2025
ASML flags rising uncertainty in 2026 outlook amid tariff concerns
ASML executives warned of growing uncertainty in their 2026 outlook, citing escalating trade tensions and shifting customer sentiment. During the company's second-quarter 2025 earnings...
Tuesday 15 July 2025
Under Trump tariff pressure, ASML relies on TSMC while Intel and Samsung struggle
Dutch lithography equipment giant ASML announced it will release its second quarter 2025 earnings report at 2 pm Taiwan time on July 16, one day ahead of TSMC. A major concern for...