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NEWS TAGGED 2026
Friday 26 September 2025
China's CPU makers deliver strong half-year results, Loongson 3C6000 on track for 2026
China's CPU industry is gaining real traction, with listed players posting strong first-half 2025 earnings, resilient margins, and rising R&D outlays. Driven by state backing...
Friday 26 September 2025
SAP and OpenAI launch partnership to bring AI to Germany's public sector
SAP and OpenAI have announced a partnership to introduce "OpenAI for Germany," an initiative aimed at integrating artificial intelligence into the country's public sector. The program,...
Friday 26 September 2025
Global chip sector faces 2026 slowdown: AI growth meets consumer market chill
The semiconductor sector is preparing for a muted rebound in consumer electronics in late 2025. What was once a reliable seasonal upswing now appears absent, with third-quarter order...
Thursday 25 September 2025
Micron joins forces with TSMC for HBM4E memory, targeting 2027 launch
Micron Technology is partnering with TSMC to develop its next-generation HBM4E memory, targeting a market debut in 2027. The US chipmaker confirmed the plan during its fiscal fourth-quarter...
Thursday 25 September 2025
Sintrones logs record IPC projects, eyes 4Q25 revenue peak and 2026 growth momentum
Impacted by tariffs, Taiwan-based industrial PC (IPC) maker Sintrones Technology underperformed expectations in 2025. However, Chairman Kevin Hsu remains confident about recovery,...
Thursday 25 September 2025
Memory shortage drives BT substrate orders, boosting 4Q25 growth momentum
The memory market shortage has reignited a new wave of price increases. As supply tightens for NAND flash storage memory, traditional hard disk drives (HDD) and solid-state drives...
Wednesday 24 September 2025
New Taiwan-Japan joint venture to produce TFT LCD modules in India amid growing two-wheeler market
Emerging Display Technologies (EDT) has announced a joint venture agreement with Japanese display manufacturer Nippon Seiki to establish EDT-India, a factory dedicated to producing...
Wednesday 24 September 2025
Huawei's custom HBM challenges the existing memory hegemony
China is moving aggressively into the high-performance DRAM market dominated by Samsung Electronics and SK Hynix, with its sights set on customized high-bandwidth memory (HBM). The...
Wednesday 24 September 2025
Giantplus lifts 4Q25 on auto display demand, wins big medical deal for 2026
Giantplus Technology, a mid- to small-sized panel maker in Taiwan, expects stronger performance in the fourth quarter of 2025 on the back of rising automotive display orders, particularly...
Wednesday 24 September 2025
Micron sees demand broaden; ramps 1y DRAM and manufacturing expansion plans
Micron Technology raised its 2025 outlook on stronger data center demand while keeping supply growth disciplined. Growth in PCs, smartphones, and automotive markets remains modest,...
Wednesday 24 September 2025
Micron secures six HBM4 customers as AI-driven DRAM demand grows
Micron Technology is sharpening its product roadmap to capture surging demand from artificial intelligence applications, unveiling advances in high-bandwidth memory and expanding...
Wednesday 24 September 2025
Micron sees tight DRAM supply extending into 2026 as demand from AI and servers drives pricing strength
Micron Technology expects tight DRAM supply conditions to persist into fiscal 2026, underpinning pricing strength and margin expansion. Executives highlighted robust data center and...
Tuesday 23 September 2025
Omron to spin off electronic components business by April 2026 to boost growth
Japanese manufacturer Omron announced plans to spin off its electronic components division into a separate subsidiary around April 2026. The move aims to improve operational agility...
Tuesday 23 September 2025
Meta, OpenAI fuel Oracle's AI surge; Taiwan ODMs scramble to keep up
Oracle's AI data center business is booming, with reports of a US$20 billion order from Meta following a US$300 billion deal with OpenAI, and the surge in related AI server demand...
Tuesday 23 September 2025
OpenAI and Nvidia sign strategic partnership to deploy large-scale AI infrastructure by 2026
On September 22, OpenAI and Nvidia announced that they have signed a letter of intent for a strategic partnership centered on large-scale AI infrastructure deployment. The plan calls...