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Friday 29 May 2026
Apple doubles down on Siri and edge AI to close GenAI gap
Apple is set to unveil its biggest Siri overhaul in nearly 15 years at its Worldwide Developers Conference (WWDC) on June 8, 2026, as the company seeks to narrow the gap with rivals...
Friday 29 May 2026
Qualcomm bets on US$300 laptops as memory costs squeeze PC makers
Qualcomm Technologies is pushing its Windows-on-Arm strategy into lower-cost laptops with a new Snapdragon C platform, betting that PC makers squeezed by rising memory costs will look...
Thursday 28 May 2026
Apple's entry-level push puts pressure on Windows notebook makers
Apple's introduction of the MacBook Neo has intensified competition in the low-end notebook market, putting pressure on Windows-based manufacturers across both education and consumer...
Thursday 28 May 2026
China smartphone shipments rebound in April 2026 as Apple and foreign brands gain ground
China's smartphone market showed signs of stabilization in April 2026, with both overall handset shipments and smartphone shipments returning to year-over-year growth, according to...
Wednesday 27 May 2026
Acer sees CPU shortages worse than memory as 2H24 PC market weakens
Acer chairman and CEO Jason Chen said the current PC supply bottleneck is most severe in CPUs rather than memory, while the company can still meet demand due to long-term supply agreements...
Wednesday 27 May 2026
Taiwan smartphone shipments fell nearly 4% in April as component costs push prices higher
Taiwan's smartphone shipments declined in April 2026 as the market entered its traditional slow season and rising component prices pressured handset pricing, industry participants...
Sunday 24 May 2026
China smartphone sales plunge 16% around May Day holidays as memory price hikes squeeze demand
China's smartphone sales fell 16% year‑over‑year during the two weeks surrounding the 2026 May Day holiday, a drop that signals wider implications for global supply chains...
Thursday 21 May 2026
Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
Wednesday 20 May 2026
Apple unifies hardware Silos to accelerate post-Cook device development
Apple's new Chief Hardware Officer, Johny Srouji, has launched a reorganization of the company's device development division. The move shifts executive responsibilities over core product...
Wednesday 20 May 2026
Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
Wednesday 20 May 2026
Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
Chipmakers rejoice as Googlebook entry heats up AI PC race
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...
Tuesday 19 May 2026
Intel's foundry turnaround under analyst lens as Tan touts 18A momentum
Intel CEO Lip-Bu Tan recently told CNBC's Mad Money that the company's external manufacturing business, known as Intel Foundry, is emerging as a cornerstone of the chipmaker's...
Tuesday 19 May 2026
Nvidia Rubin platform to drive LPDDR demand past Apple and Samsung in 2027
A US research firm reported that Nvidia's next-generation Vera Rubin platform will consume more low-power DRAM (LPDDR) in 2027 than the combined global usage of Apple and Samsung,...