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Monday 14 September 2026
AI demand lifts UMC, VIS, PSMC revenue

After mature-node price competition from 2023 to 2025, AI demand has spread from GPUs and HBM to power management ICs (PMICs), power...

Monday 14 September 2026
iPhone Duo's price opens room for Android rivals
Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher...
Monday 14 September 2026
AI infrastructure race shifts to Grid-to-Chip as Foxconn, Delta, Flex converge on the same track

As computing power and per-rack power density for AI servers continue to climb, industry competition is expanding beyond GPUs, servers,...

Friday 11 September 2026
Huawei, Xiaomi, Apple take different bets on foldables

Competition in the foldable smartphone market is intensifying as Huawei, Xiaomi, and Apple roll out or prepare next-generation foldable...

Friday 11 September 2026
iPhone Duo leads Apple's new lineup as market stays split

Apple's latest iPhone launch could reshape premium phone demand, but the bigger question is whether the company can answer growing AI...

Thursday 10 September 2026
Meta loses key AI researcher after billion-dollar hiring push
Meta said on September 9 that AI researcher Andrew Tulloch will leave the company after less than a year, ending a high-profile return that followed one of the biggest talent offers...
Thursday 10 September 2026
Flex's EPC Power deal points to a broader shift in AI infrastructure
Flex has recently agreed to buy US power conversion specialist EPC Power for US$4.4 billion, a move that highlights how competition in AI infrastructure is extending beyond servers...
Wednesday 9 September 2026
Chinese automakers face globalization test in overseas push
China's auto industry has moved from capacity expansion and price competition into a final round of competition, as the decisive factor shifts to how each brand performs overseas....
Wednesday 9 September 2026
IDA Partners with Taiwan's Semiconductor Industry to Advance Global Talent Strategy

As graduation season arrives, Taiwan's semiconductor industry once again enters its annual competition for talent. Driven by declining birth rates and surging demand...

Tuesday 8 September 2026
LG's robot actuator push turns appliance know-how into a physical AI supply-chain bet
As humanoid robots increasingly move from demonstrations toward factories and commercial deployments, competition is expanding beyond finished robots into the components that determine...
Tuesday 8 September 2026
Xiaomi debuts Xiaomi 18 Fold and mid-to-high-end lineup to defend 100M shipment target amid rising memory costs
Xiaomi unveiled its new wide-fold Xiaomi 18 Fold on the evening of the 7th to address demand and competition in the foldable smartphone market. Despite a recent smartphone market slowdown...
Thursday 3 September 2026
Infineon sees AI data centers, physical AI as growth drivers
Infineon said the rapid buildout of AI data centers and emerging Physical AI applications could reshape semiconductor demand worldwide. The shift signals higher infrastructure spending,...
Wednesday 2 September 2026
Indium CEO: packaging, cooling and power are next AI bottlenecks
As AI and high-performance computing (HPC) continue to drive semiconductor advances, industry competition is shifting beyond chip performance toward packaging, cooling, assembly, and...
Wednesday 2 September 2026
China moves to curb overseas price wars as automakers accelerate global expansion

China has introduced new guidelines aimed at steering its automotive industry toward more orderly competition overseas as domestic automakers...

Wednesday 2 September 2026
Deep Dive: CXMT challenges Pentagon as Trump-Xi meeting nears
ChangXin Memory Technologies (CXMT) has escalated its defense against the US government, shifting from supply-chain and technological competition into a full-scale courtroom battle...