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Thursday 8 January 2026
TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery
Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with...
Thursday 8 January 2026
Transcom's 2026 rebound: Taiwan Dome drives counter-drone demand
Transcom is targeting a return to growth in 2026 as defense procurement picks up and demand rises for counter-drone systems and air-defense infrastructure, following a steep revenue...
Thursday 8 January 2026
US container imports expected to decline as tariff uncertainty and oversupply weigh on trade
The US is projected to experience a decline in container imports through major ports in the fourth quarter of 2025, a trend expected to continue into 2026 amid persistent uncertainty...
Wednesday 7 January 2026
Marvell to acquire XConn to expand PCIe and CXL switching portfolio
Marvell Technology has agreed to acquire XConn Technologies to strengthen its position in PCIe, CXL, and UALink switching for AI data center infrastructure, as demand grows for scale-up...
Wednesday 7 January 2026
Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
Wednesday 7 January 2026
Zhen Ding Tech ramps 10 plants as 2026 capex tops US$1.6bn
Looking ahead to 2026, PCB industry leader Zhen Ding Tech. (ZDT) said demand remains solid across high-end applications such as AI servers, optical communications, and IC substrates,...
Wednesday 7 January 2026
Global top-3 memory maker status, 4Q25

Introduction

Wednesday 7 January 2026
CES 2026 lays bare Meta's AI wearables bottleneck in midst of 'unprecedented' demand

Meta utilized the CES 2026 stage to unveil significant enterprise-grade updates to its wearable ecosystem, though the presentation was tempered...

Wednesday 7 January 2026
Sigurd hits revenue highs on AI momentum, ramps up expansion with NT$6 billion capex plan
Benefiting from strong demand for artificial intelligence (AI) smartphones and AI servers, IC testing giant Sigurd Microelectronics announced that its December 2025 revenue surpassed...
Wednesday 7 January 2026
CES 2026: AMD's Lisa Su predicts YottaScale compute to be turning point
AMD CEO Lisa Su stated at CES 2026 that the industry has officially entered the "YottaScale" era, marking a shift toward new performance benchmarks. In an interview with CNBC,...
Wednesday 7 January 2026
China's auto market in 2025: million-unit clubs and a reshaped race
As China's auto market wrapped up 2025, disclosures from leading carmakers confirmed another milestone year. Vehicle exports are expected to surpass 7 million units, ranking first...
Wednesday 7 January 2026
Nvidia CEO downplays memory supply concerns, highlights exclusive use of HBM4
Nvidia CEO Jensen Huang addressed concerns regarding recent memory supply shortages during a press conference at CES 2026, stating that Nvidia will be the exclusive consumer of sixth-generation...
Wednesday 7 January 2026
H200 shipments to China set to start with low-profile approach, says CEO Jensen Huang
Nvidia has expressed optimism about resuming sales of its H200 AI chips to China, while stressing that any return to the market will proceed quietly, without public announcements...
Wednesday 7 January 2026
LCD monitor panel prices rise alongside TV panels amid supply tightness
The LCD monitor end market entered a seasonal downturn at the start of 2026, with panel demand relatively weak. However, rising LCD TV panel prices and some brands increasing inventory...
Wednesday 7 January 2026
Quanta sees a decade-long AI server cycle, warns growth isn't instant
Mike Yang, executive vice president of Quanta Computer and president of Quanta Cloud Technology (QCT), said AI demand differs fundamentally from notebooks and traditional servers,...