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    NEWS TAGGED 2026
    Wednesday 14 October 2026
    Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
    Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
    Wednesday 14 October 2026
    Analysis: China's EV rebate cut pushes exporters from volume to value
    China's planned cut to export tax rebates for new energy vehicles could ripple through global auto markets, intensifying pressure on low-cost exporters while reshaping trade tensions...
    Wednesday 14 October 2026
    Foxconn unveils Vera Rubin AI racks, liquid-cooling systems at OCP Summit
    Foxconn Technology Group showcased rack-scale artificial intelligence infrastructure at the Open Compute Project (OCP) Global Summit 2026 in San Jose, California, combining computing...
    Wednesday 14 October 2026
    NTT Data, Anthropic negotiate Japan data center with up to 500MW
    NTT Data and Anthropic are in final-stage negotiations to develop a data center in Osaka, Japan, with power capacity of up to 500MW, according to Nikkei. The project would...
    Wednesday 14 October 2026
    PMIC vendors diverge as PC exposure drives revenue gap
    Taiwanese power management IC (PMIC) vendors reported their September and third-quarter 2026 revenue, with results diverging as PC exposure widened the performance gap. Global Mixed-mode...
    Wednesday 14 October 2026
    Smartphone costs surge as brands take divergent action
    Memory prices have surged 4–5x in recent years, and smartphone brands' efforts to pass those costs on to consumers have already hurt sales of new devices in 2026. With large-scale...
    Wednesday 14 October 2026
    Taiwan FPCB maker CMI targets flat 2026 revenue despite memory, CPU shortages hitting notebook demand
    Flexible printed circuit board (FPCB) manufacturer Complex Micro Interconnection (CMI) reported September 2026 revenue of NT$163 million (≈ US$5.1 million), down 15.43% year-on-year,...
    Wednesday 14 October 2026
    India's Tessolve raises US$75 million from Vector Line Capital to fund chip-services acquisitions
    Indian semiconductor engineering services firm Tessolve has raised US$75 million from US-based Vector Line Capital and says it is in advanced discussions to close multiple acquisitions...
    Wednesday 14 October 2026
    China's wafer-scale graphene breakthrough brings quantum rectifiers closer to semiconductor integration
    Chinese researchers have demonstrated wafer-scale graphene quantum rectifiers that convert weak radio-frequency signals into DC electricity at room temperature without an external...
    Wednesday 14 October 2026
    Practical Insights & Industry Ideas

    How can AI become more powerful and, at the same time, more energy-efficient? How is the electronics industry adapting to new cyber resilience requirements? And what...

    Wednesday 14 October 2026
    GMIF 2026 Awards: Samsung, Sandisk, BIWIN, and Others Honored

    The 5th GMIF Innovation Summit (Global Memory Innovation Forum 2026, GMIF2026) recently concluded at the Renaissance Shenzhen Bay Hotel, co-hosted by the Shenzhen Memory...

    Tuesday 13 October 2026
    OpenAI to add 200 Dublin jobs and launch applied AI laboratory
    OpenAI will add 200 jobs at its European headquarters in Dublin and establish an applied AI laboratory, expanding its planned Irish workforce to 450 positions. The investment, announced...
    Tuesday 13 October 2026
    Charts: ASE tops NT$200B revenue in 3Q26 on AI OSAT demand
    ASE reported September revenue of NT$88.13 billion (US$2.7 billion), up 7.15% month-over-month and 45.52% year-over-year, marking a record high for the third consecutive month. Third-quarter...
    Tuesday 13 October 2026
    CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix
    China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM...
    Tuesday 13 October 2026
    Taiwan panel makers enter semiconductor fight as structural challenges persist
    Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
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    Nov 5, 08:00
    Can Wearable Health Devices Reflect Traditional Chinese Medicine Concepts?
    Tuesday 3 November 2026
    NVIDIA CEO and Sweden's Technology Leaders Discuss Compute's Next Chapter
    Friday 30 October 2026
    Macronix to Showcase Automotive and IoT Memory Solutions at electronica 2026
    Thursday 29 October 2026
    STMicroelectronics to propose the reappointment of Jean-Marc Chery as President & CEO