CONNECT WITH US
NEWS TAGGED 2026
Monday 1 September 2025
APCB faces pressure after capacity reduction, eyes boost from DDR5, optical modules in 2026
Taiwan-based PCB manufacturer APCB is launching two new products in 2025, following significant capacity downsizing in 2024. However, the company noted that the new QSFP optical module...
Monday 1 September 2025
Swancor Holding trims stake in materials arm to fuel robotics and aerospace push

Swancor Holding will divest part of its stake in Swancor Advanced Materials after a September 1 shareholder vote, a step designed to unlock...

Monday 1 September 2025
TSMC to raise foundry prices by 5-10% across advanced nodes in 2026
TSMC plans to increase foundry prices for its advanced semiconductor processes by approximately 5% to 10% in 2026, according to sources in the IC design industry.
Sunday 31 August 2025
Unmanned boat demand boosts outlook for Taiwan’s leading shipbuilders
Taiwan's 2026 defense budget is set to approach NT$1 trillion amid increases in military spending and heightened defense policies. This will lead to a major boost in maritime and...
Friday 29 August 2025
TSMC to tighten supplier audits, targeting firms with deep China ties ahead of 2nm rollout
Reports of TSMC halting Chinese equipment use and auditing Taiwanese suppliers have raised concern. The company said it does not comment on rumors, stressing its focus on risk management...
Friday 29 August 2025
Nvidia bets big on optical networking with 2026 launch of Quantum-X and Spectrum-X to power AI data centers
As artificial intelligence (AI) systems scale at breakneck speed, the vast flows of data inside GPU clusters are overwhelming traditional interconnect methods. Legacy copper-based...
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...
Thursday 28 August 2025
Mexico to raise tariffs on Chinese goods, aligning with US trade agenda

Mexican President Claudia Sheinbaum is preparing to raise tariffs on a wide range of Chinese imports in her 2026 federal budget proposal,...

Thursday 28 August 2025
Nvidia warns on China H20 sales, clarifies Singapore billing
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness
South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late...
Thursday 28 August 2025
South Korea races to close gap in hybrid bonding as global rivals move ahead
South Korean experts are raising alarms that domestic semiconductor equipment manufacturers may be falling behind in developing hybrid bonding technology—critical for advancing...
Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...