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Wednesday 13 May 2026
Compal lifts non-PC revenue to 35%, eyes 2Q26 server surge
Compal Electronics' non-PC operations grew to 35% of first-quarter 2026 revenue, signaling a shift in global supply chains as the notebook and server maker advances toward a 40% annual...
Wednesday 13 May 2026
India's smartphone shipments fall in 1Q26, signaling value-led market shift
India's smartphone shipments fell 4.1% year over year to 31.0 million units in the first quarter of 2026, according to IDC. Rising memory prices and subdued consumer demand pushed...
Wednesday 13 May 2026
SEMI says global semiconductor materials market hit record US$73.2 billion in 2025

The global semiconductor materials market reached a record high of US$73.2 billion in 2025, up 6.8% year-over-year, according to the latest...

Wednesday 13 May 2026
Commentary: Trump's China dealbook favors Boeing, soybeans, and Wall Street over AI chips

Against a backdrop of persistently high tensions between the US and China, the upcoming Trump-Xi summit is being closely watched not only...

Wednesday 13 May 2026
Trump frames China summit around trade as US companies seek regulatory relief
US President announced aboard Air Force One that his meeting with China's president would center on bilateral trade, with economic and commercial topics set to dominate discussions...
Wednesday 13 May 2026
Canada warns US tariff rollback is nonnegotiable as USMCA review looms
Canada and industry groups pushed back against the prospect of linked concessions as the US prepared for a high-level summit with China on May 14 and North America readied for the...
Wednesday 13 May 2026
China CPU vendors seize AI inference surge as Intel, AMD supplies tighten

The global race for AI computing power continues to intensify, beyond ongoing GPU shortages. CPUs, long viewed as secondary components...

Wednesday 13 May 2026
Chinese battery firms gain market share as North American EV slowdown hits Korean Rivals
Global electric-vehicle battery demand continued to expand in the first quarter of 2026, even as growth in several major automotive markets slowed, underscoring the industry's shifting...
Wednesday 13 May 2026
AI server tracker: GUC surges ahead as Faraday and Alchip face slower 2026 start

Taiwan's ASIC and design services sector is showing sharply diverging fortunes in 2026, with new monthly revenue data highlighting strong...

Tuesday 12 May 2026
PC chip demand stays murky in 2H26 as pre-buying clocks key
Demand for PC, notebook, and other IT application chips in the first half of 2026 remains relatively strong, driven not only by memory and CPU shortages and price increases, but also...
Tuesday 12 May 2026
E Ink eyes 25% growth in 2026 on surface push
E Ink expects its operations to keep growing in 2026, with chairman Johnson Lee saying the e-paper maker sees revenue growth of 20-25% as applications expand across e-readers, e-notebooks,...
Tuesday 12 May 2026
Fitipower eyes 2Q26 growth on OLED DDI ramp
Fitipower said revenue grew quarter-over-quarter in the first quarter of 2026, driven by electronic shelf labels (ESL), EPD, and other chip products such as T-Con, and the Taiwan DDI...
Tuesday 12 May 2026
Innolux shares surge on reports of potential TSMC FOPLP partnership
Unlike AUO, which remained in the red in the first quarter of 2026, Innolux returned to operating profitability, posting net income of NT$1.79 billion (approx. US$56.9 million) for...
Tuesday 12 May 2026
Altos targets South Korean AI server market with software edge
Altos Computing, Acer's AI server subsidiary, is targeting South Korea's relatively mature demand for high-end computing with flagship systems based on Nvidia Blackwell architecture...
Tuesday 12 May 2026
Memory shortage slows Flexium transformation with new product launches to lift profits in 2H26
Flexible printed circuit board (FPCB) manufacturer Flexium Interconnect said during an earnings call on May 8 that, looking ahead, imbalances in memory market supply and demand will...