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Tuesday 21 April 2026
Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand
Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Monday 20 April 2026
India's smartphone shipments fall 3% amid cost pressures and weak demand
India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...
Monday 20 April 2026
Taiwan's high growth and low inflation stand out amidst global economic downturn
As global research institutions downgrade their economic forecasts for 2026 in the wake of the joint US-Israel strikes on Iran, Taiwan has stood out as a rare exception to the worldwide...
Wednesday 15 April 2026
Apple supplier Luxshare guides 1Q26 profit up 20%, expands into AI PCs and data centres
China's Luxshare Precision expects net profit for the first quarter of 2026 to reach CNY3.65–3.71 billion (US$507–515 million), marking a 20%–22% year-on-year increase,...
Saturday 11 April 2026
Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
Wednesday 8 April 2026
Chicony Power eyes 2x growth in 2H26 communication power supply on notebook orders, satellite demand
Power supply manufacturer Chicony Power Technology reported on April 7 that its unaudited consolidated revenue for March 2026 reached NT$882 million (approx. US$27.6 million), up 35.92%...
Wednesday 1 April 2026
Geopolitical jitters shake markets as AI shores up Taiwan's economic future
As the US-Iran conflict continues, external concerns over its economic impact have intensified, and capital markets have recently experienced significant volatility. Chinese National...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Thursday 26 March 2026
Chinese EV makers edge out Tesla in Europe's budget market
Europe's new car market posted modest growth in February 2026. BEV and PHEV sales drove the gains, while internal combustion engine (ICE) models continued to lose ground. Chinese automakers...
Tuesday 17 March 2026
Middle East conflict and Section 301 put manufacturers in a double bind
Escalating conflict in the Middle East and a newly launched Section 301 investigation by the US are together creating a combination of pressures for global industries, including rising...
Monday 16 March 2026
Chip inflation spreads as Samsung, Nexchip raise foundry prices and material costs surge
China-based wafer foundry Nexchip recently announced that starting June 1, 2026, it will raise foundry prices by 10% to ensure stable product supply and sustainable long-term partn...
Thursday 12 March 2026
Middle East conflict rattles energy markets, squeezes IC distributors
The ongoing Middle East conflict is disrupting global oil and natural gas supplies and triggering an energy crisis that has pushed up international crude prices. Market expectations...
Sunday 8 March 2026
Phison rides AI wave to record profits; foresees explosive growth through 2026

Phison Electronics Corp. (TPEX: 8299), a global leader in NAND flash controllers and storage solutions, has reported a blockbuster fourth quarter...

Tuesday 10 February 2026
Samsung strengthens AI and supply chain resilience to counter smartphone market headwinds
Facing challenges from soaring memory prices, inflation, and geopolitical risks, the global smartphone demand is widely expected to decline by 2-3% in 2026. However, Samsung Electronics,...