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    Nvidia's binding constraint moves from demand to cost, and it has now put a number on both
    14min ago
    Nvidia's second quarter shows demand intact and the cash cycle stretching
    15min ago
    Nvidia says AI labs it is helping to finance will be about a quarter of next year's business
    15min ago
    Nvidia's answer to custom silicon is the half of the market that will never build any
    16min ago
    Nvidia caps its own growth at 70% because that is all the supply it can secure
    16min ago
    SK Hynix questions PIM as heat and packaging emerge as HBM limits
    Aug 26, 19:17
    Doosan develops 13µm ultra-thin CCL for memory chip substrates
    Aug 26, 19:17
    Apple reportedly seeks lower OLED panel prices through larger orders
    Aug 26, 19:17
    Huawei and Apple foldable phones set off a supply chain rush in September
    Aug 26, 19:16
    2027 tri-fold phones enter a new phase as materials and durability become key battlegrounds
    Aug 26, 19:16
    NEWS TAGGED LUXSHARE
    Tuesday 25 August 2026
    Luxshare breaks beyond consumer electronics: Auto sales soar 274%, data centres jump 50%
    Luxshare Precision posted a 40.16% rise in first-half 2026 revenue as rapid growth in automotive electronics, communications and data-centre products reduced its reliance on consumer...
    Friday 21 August 2026
    Longcheer and Luxshare move into robot ODM
    China consumer electronics ODMs are extending their R&D, supply chain integration and mass production capabilities into the embodied AI robot market. Longcheer announced on August...
    Monday 17 August 2026
    Fallout from Wingtech's Nexperia rupture: the price of rebuilding China's chip supply chain

    Wingtech is entering a sharply different phase after dismantling much of its product-integration business and losing effective control...

    Friday 17 July 2026
    China, Netherlands urge Nexperia talks as Wingtech warns of 1H loss

    China and the Netherlands agreed that their governments should create a favorable environment for companies to resolve the Nexperia...

    Saturday 11 July 2026
    Apple sues OpenAI as its own suppliers Foxconn and Luxshare line up behind a rival device
    Apple's decision to sue OpenAI for trade-secret theft does more than escalate a soured partnership between two of technology's most influential companies. It injects legal uncertainty...
    Friday 10 July 2026
    Luxshare's weak HK debut highlights investor skepticism over AI transition

    Luxshare Precision's highly anticipated Hong Kong debut got off to a shaky start despite securing the city's largest IPO of 2026, underscoring...

    Tuesday 23 June 2026
    Apple's global assembly partners hit by wave of ransomware, Tata Electronics latest victim

    Tata Electronics, Apple's exclusive iPhone assembler in India, confirmed a major data breach on June 23, 2026, weeks after the WorldLeaks...

    Thursday 28 May 2026
    Luxshare strengthens antitrust compliance after China imposes fine over Wingtech deal
    Chinese electronics manufacturer Luxshare said it is strengthening its antitrust compliance system after China's market regulator imposed a fine related to its acquisition of part...
    Wednesday 27 May 2026
    Luxshare projects multi-year AI infrastructure surge while flagging energy and standards challenges
    Luxshare Precision Industry said at its annual shareholders meeting on May 22 that it expects AI infrastructure to expand strongly over the next three to five years. Still, it warned...
    Monday 25 May 2026
    GoPro takeover talks highlight China's growing clout in cameras
    GoPro's takeover talks are putting a spotlight on a broader shift in handheld cameras, as the market moves from rugged action devices toward creator-focused gimbal and 360-degree products...
    Thursday 14 May 2026
    Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
    China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...
    Friday 8 May 2026
    AI-driven capital spending by hyperscalers reshapes global EMS competition and supply chain strategy
    Hyperscaler AI capital spending is rapidly reshaping global EMS and ODM strategies, driving firms like Luxshare to pivot from smartphones toward AI infrastructure opportunities, while...
    Thursday 30 April 2026
    OpenAI stirs smartphone industry with 2028 AI agent phone plans
    OpenAI is advancing the development of an AI agent smartphone, collaborating with MediaTek and Qualcomm on a customized processor, while China's Luxshare Precision Industry exclusively...
    Wednesday 29 April 2026
    Apple supplier Luxshare sees profits rise, but cash flow remains weak

    Luxshare Precision Industry reported first-quarter results with strong revenue growth and higher profit, while rising costs and negative...

    Tuesday 28 April 2026
    OpenAI eyes agentic AI phone but faces challenges beyond chip design
    OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
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    BIZ FOCUS
    Aug 25, 08:00
    Conquer Advances Circuit Protection for AI Power With 50 Years of Expertise
    Tuesday 25 August 2026
    CYP Launches 4K60 Seamless Matrix Switcher to Simplify Multi-Source Operation
    Monday 24 August 2026
    STMicroelectronics Unveils ISO 21780-Compliant 48V Pre-Driver with 8-Channel Flexibility
    Monday 24 August 2026
    iCometrue to Showcase Glass-Based AI Multichip Packaging Solutions at SEMICON Taiwan 2026
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