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NEWS TAGGED 2026
Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring...

Friday 15 August 2025
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson...

Friday 15 August 2025
Exclusive: TSMC primes CoPoS supplier network for Chiayi, US fabs ahead of 2028 ramp
TSMC is pushing its advanced packaging roadmap beyond its CoWoS platform and the wafer-level multi-chip module (WMCM) — an enhanced InFO-PoP due in 2026 — with a new integration...
Friday 15 August 2025
ASC emerges from July slump as semiconductor manufacturers continue global expansion
ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Thursday 14 August 2025
Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy
Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around...
Thursday 14 August 2025
CAMM poised to replace SO-DIMM in high-end notebooks by 2026
Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration...
Thursday 14 August 2025
Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades
The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain...
Thursday 14 August 2025
Global DDR5 market pressured by CXMT's ramp-up
After a strong showing in the first half of 2025, driven by AI infrastructure investments and data center expansion, prices for DDR5 DRAM are projected to fall significantly in early...
Monday 11 August 2025
Samsung, SK Hynix rush to secure Nvidia's SOCAMM supply chain — before it becomes the next HBM

After vying for leadership in the high-bandwidth memory (HBM) market, South Korea's top memory chipmakers, Samsung Electronics and SK...

Saturday 9 August 2025
Dynamic's Thailand plant to volume produce AI server motherboards in 4Q25, with AI revenue expected to reach 20% by 2026
Automotive PCB manufacturer Dynamic Holding announced that as the learning curve at its new Thailand plant gradually improves, high-end new products are expected to enter small-scale...
Saturday 9 August 2025
Tesla orders boost Samsung's Taylor plant; OCI expands semiconductor-grade phosphoric acid production
South Korean materials company OCI recently announced plans to expand its production capacity of semiconductor-grade phosphoric acid. This expansion comes in response to surging customer...
Friday 8 August 2025
OpenAI offers US$1 enterprise ChatGPT to US federal government in wake of AI action plan
OpenAI has agreed to offer its AI models to US federal agencies from 2026 for a symbolic annual fee of US$1. This move is part of the White House AI Action Plan, aimed at boosting...