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NEWS TAGGED 2026
Friday 2 October 2026
Huawei leads global smartwatch market, but earbuds reveal different competitive picture
Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has...
Friday 2 October 2026
Commentary: AMD challenges Nvidia in embodied AI as Lisa Su acquires Fei-Fei Li's World Labs
Advanced Micro Devices (AMD) has agreed to acquire World Labs in an all-stock transaction valued at approximately US$8.2 billion. Following the closing, World Labs will operate as...
Friday 2 October 2026
Machvision expands early to chase NT$10B revenue
Machvision is expanding capacity earlier than planned to meet rising demand from semiconductors, substrates, and optical modules, while tight computer numerical control (CNC) and machining...
Friday 2 October 2026
Samsung's mobile unit faces more than KRW1 trillion loss as memory costs surge
Samsung Electronics is expected to report another operating loss at its Mobile eXperience and network business in the third quarter of 2026, even as strong Galaxy Z foldable sales...
Thursday 1 October 2026
Taiwan extends fuel freeze, seeks extra subsidies for CPC, Taipower
Taiwan's Executive Yuan has moved to extend price controls and seek additional subsidies for CPC Corporation and Taiwan Power Company as Middle East conflict has lifted global oil...
Thursday 1 October 2026
DB HiTek raises foundry prices by up to 30% as Chinese demand strains 200mm capacity
DB HiTek has raised foundry prices by as much as 30%, with Chinese customers facing the steepest increases as rising orders push the South Korean foundry's 8-inch capacity close to...
Thursday 1 October 2026
Meta's Muse lifts server CPU demand, with AMD EPYC orders extending into 2028
Meta's rapid rollout of its Muse AI agent is emerging as an early test of how agentic AI could reshape server infrastructure demand, with CPU suppliers already seeing longer lead times...
Thursday 1 October 2026
China's share of global solar module demand falls below 40% as Europe, India gain ground
The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is...
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
China's chip-tool localization accelerates: ACM Research backlog jumps 88%
ACM Research (Shanghai)'s order backlog has surged alongside China's semiconductor equipment expansion, giving the Shanghai-listed chip-tool maker a larger base of future deliveries...
Thursday 1 October 2026
China OSAT share in cloud AI accelerators to hit 13% in 2026 as local ASIC volume ramps up
As China accelerates its push for homegrown AI computing chips, custom ASIC accelerators from domestic tech giants—including Huawei, Cambricon, and Alibaba—are entering...
Thursday 1 October 2026
Neweb Information targets late-October listing on Taipei Exchange
Neweb Information, a Taiwan-based IT systems integrator, is targeting a late-October listing on the Taipei Exchange. Long focused on enterprise core systems, the company has expanded...
Thursday 1 October 2026
MG Taiwan details recall after MG ZS scores zero stars in TNCAP test
The Taiwan New Car Assessment Program (TNCAP) on September 30 released its third-quarter ratings, publishing the MG ZS assessment under its second-edition protocol, which gave the...
Thursday 1 October 2026
BOE eyes closer ties with Samsung, LG as it pushes into chip packaging
China's BOE Technology is seeking closer ties with Samsung Electronics and LG Electronics as the display maker expands beyond panels into semiconductor glass substrates and advanced...
Thursday 1 October 2026
Machvision's dual-track strategy enters early growth as semiconductor, substrate visibility reaches 3 years
Machvision said its "dual-track, four-line" strategy has entered an early growth phase as demand for AI servers, high-speed transmission, and advanced packaging continues to rise....