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NEWS TAGGED 2026
Thursday 8 May 2025
Arm withholds 2026 outlook amid tariff concerns and market uncertainty despite strong royalty growth
Arm Holdings delivered an exceptional performance in its fiscal fourth quarter of 2025 earnings call on May 7, showcasing remarkable royalty revenue growth and strategic advancements...
Wednesday 7 May 2025
Mitsubishi taps Foxconn-Yulon JV for EVs aimed at Oceania, production set for 2026
Mitsubishi Motors said on May 7 that it signed a memorandum of understanding (MOU) with Foxtron Vehicle Technologies—a joint venture between Foxconn and Yulon Motor—to...
Wednesday 7 May 2025
Fujifilm reportedly building semiconductor materials factory in India; initial supply is for Tata Electronics' wafer plant
According to Nikkei, Japanese semiconductor materials maker Fujifilm reportedly plans to set up a factory in Gujarat, India, aiming to start production by 2028. The company...
Wednesday 7 May 2025
Hopper-to-Blackwell shift dents Supermicro's Q3, but recovery seen ahead
On May 6, Supermicro reported fiscal third quarter 2025 net revenue of US$4.6 billion, falling short of its initial forecast as customers paused purchases to evaluate the upcoming...
Wednesday 7 May 2025
Marvell delays roadmap reveal as macro clouds first-quarter outlook
According to Reuters and , On May 6, 2025, Marvell Technology announced the postponement of its planned Investor...
Tuesday 6 May 2025
US Pentagon's trillion-dollar budget surge puts Taiwan defense firms at crossroads
The US is charting a new course for defense spending, with President Donald Trump's administration proposing a 13% increase that would push the Pentagon's 2026 budget to an unprecedented...
Monday 5 May 2025
Samsung's delayed Texas chip plant faces leaner tax deal and hard 2026 cutoff
Samsung Electronics has renegotiated a tax incentive package with the city of Taylor, Texas, after delays pushed back the launch of its US$18 billion chip foundry by nearly two years...
Saturday 3 May 2025
US-China trade war threatens to gut global semiconductor market by 34% through 2026

The US-China trade war shows no signs of de-escalation, with recent industry analysis warning that if both sides maintain tariffs exceeding...

Saturday 3 May 2025
Murata braces for 8-year profit nadir as smartphone, auto headwinds mount
Murata Manufacturing anticipates its profit for fiscal year 2025 (April 2025 to March 2026) to hit an eight-year low, citing stagnant demand for smartphones and automotive components,...
Friday 2 May 2025
Nvidia braces for regulatory headwinds ahead of 1Q earnings
Nvidia faces multiple challenges as it approaches its fiscal first quarter 2026 earnings release on May 28, with new AI export controls taking effect on May 15 and potential tariffs...
Friday 2 May 2025
Trump tariffs reshaping Asian supply chains as Taiwan manufacturer adjusts strategy
Taiwan-based Coretronic Intelligent Robotics is seeing production shifts across Asia that extend beyond immediate reactions to US tariff policies, according to General Manager Hui-zi...
Thursday 1 May 2025
MediaTek posts 48% gross margin in 1Q25, eyes custom chip revenue lift from 2026
MediaTek released its first-quarter 2025 earnings on April 30, with CEO Rick Tsai reaffirming confidence in the long-term growth potential of AI, describing it as an enduring and...
Monday 28 April 2025
FOPLP vs. CoPoS: Two rising formats in panel-level chip packaging

As the demand for advanced packaging technologies like CoWoS (Chip-on-Wafer-on-Substrate) continues to outpace supply, the semiconductor...

Monday 21 April 2025
US$37 billion on the line: Samsung's delayed Taylor fab nears critical juncture
Samsung Electronics is moving forward with plans to launch operations at its advanced semiconductor fab in Taylor, Texas, by late 2026, after multiple delays stemming from both internal...
Wednesday 16 April 2025
China's low-altitude economy boom expects commercialization wave by 2026
China's low-altitude economy is developing at a rapid pace, with companies like Aerofugia and Lzlair advancing electric vertical takeoff and landing (eVTOL) technology toward commercial...