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    Arm's AGI CPU demand surges as supply constraints loom
    12min ago
    Exclusive: China reportedly tightens solar equipment export reviews ahead of Trump’s visit
    May 11, 19:16
    Nvidia deepens Corning tie-up as China’s fiber supply chain draws attention
    May 11, 19:16
    Commentary: Pre-summit G2 talks give China’s chip sector a brief reprieve
    May 11, 19:16
    AI demand drove chip prices higher as China’s IC exports jumped 83.7% in 4M26
    May 11, 19:16
    NEWS TAGGED MOBILE COMPONENTS
    Monday 9 March 2026
    Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned
    Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier...
    Friday 6 March 2026
    Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
    Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
    Thursday 5 March 2026
    How Apple's 'triple $599' strategy could change everything for 2026

    While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized...

    Wednesday 4 March 2026
    Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power
    The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However,...
    Tuesday 3 March 2026
    From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm
    The Mobile World Congress (MWC) 2026, held from March 2 to 5, showcased a decisive shift for the global mobile industry. No longer centered solely on smartphones, this year's event...
    Monday 2 March 2026
    Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband
    A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record...
    Monday 23 February 2026
    Samsung Foundry rebounds with utilization above 80% in 1Q26
    Samsung Electronics' foundry utilization exceeded 80% in the first quarter of 2026, its highest level in over a year, increasing the probability of a quarterly profit turnaround this...
    Friday 13 February 2026
    Samsung's non-memory unit to turn profitable in 4Q26 as Exynos 2700 targets 50% share in Galaxy S27
    Industry analysts indicate that Samsung Electronics' non-memory division is expected to return to profitability in the fourth quarter of 2026, with a full-year turnaround projected...
    Thursday 12 February 2026
    Samsung Display reviews capacity expansion for Apple foldable OLEDs

    Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED)...

    Wednesday 11 February 2026
    Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
    Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
    Friday 6 February 2026
    Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
    Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
    Thursday 5 February 2026
    Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

    At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

    Monday 2 February 2026
    Apple ramps up supplier price cuts to protect margins as costs rise
    Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
    Monday 2 February 2026
    Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
    With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
    Tuesday 27 January 2026
    TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
    The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
    4/17 pages
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook