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Thursday 10 September 2026
Compute-in-memory returns to the spotlight with edge AI's power, memory squeeze
AI is shifting from data centers to PCs, personal AI systems, robots, and other edge devices, renewing a core semiconductor challenge: delivering enough compute and memory bandwidth...
Wednesday 9 September 2026
Arm expands AI platform strategy across cloud, robotics and mobile
Arm unveiled new platforms and ecosystem programs for cloud data centers, Physical AI and mobile devices on September 8, broadening its role beyond CPU intellectual property into a...
Monday 24 August 2026
Notebook brands shift production back to China as Southeast Asia costs rise
Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved...
Friday 14 August 2026
Lenovo turns a memory-price shock into a share gain
Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months...
Friday 14 August 2026
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
Thursday 13 August 2026
Lenovo Capital backs Niobium Optoelectronics in Series B funding for TFLN chips
Jiangsu Niobium Optoelectronics Technology, a Chinese maker of thin-film lithium niobate (TFLN) photonic chips, has closed a Series B funding round worth several hundred million yuan...
Friday 7 August 2026
Wistron sees AI server growth accelerate in August; new HPE, Lenovo and Oracle orders add 4Q26 lift

Wistron expects stronger AI server growth in August 2026 after reporting July revenue of NT$308.22 billion (approx. US$9.53 billion), down...

Friday 7 August 2026
Wistron rumored to win Oracle AI server order as new customers expand
Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Wednesday 15 July 2026
Lenovo says US ThinkBook models do not use YMTC SSDs
Lenovo, responding to recent reporting that its ThinkBook 14 G9 IPL business notebook uses solid-state drives (SSDs) from Yangtze Memory Technologies (YMTC), stressed that the unit...
Tuesday 7 July 2026
Lenovo confirms YMTC SSDs in notebooks sold outside China
Lenovo confirmed that some notebooks sold outside China now use solid-state drives from Yangtze Memory Technologies Co. (YMTC), marking the first known appearance of the Chinese memory...
Tuesday 30 June 2026
Lenovo warns elevated memory prices could become the new norm beyond 2030

Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft,...

Wednesday 17 June 2026
BOE starts production at China's first 8.6G AMOLED line
BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying...
Wednesday 17 June 2026
Huawei raises end-consumer product prices from July
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing...
Friday 12 June 2026
Lenovo reportedly plans second PC price hike as memory costs squeeze supply chain
Chinese PC major Lenovo is reportedly set to raise prices across its entire product line from July 2026, with increases broadly in line with its first round of adjustments in March...