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Monday 9 November 2026
Exclusive: Gallium oxide prepares to tackle power semiconductor market with 6-inch mass production and 8-inch breakthroughs
Gallium oxide (Ga2O3) is approaching a pivotal industrial inflection point. On one hand, wafer sizes are scaling up to seamlessly integrate with existing semiconductor...
Monday 9 November 2026
Onsemi drops US$2 billion Czech SiC expansion amid pressure from cheaper Chinese wafers
Onsemi has abandoned a plan to invest up to US$2 billion in end-to-end silicon carbide (SiC) production in the Czech Republic, a reversal that Czech media have linked to low-cost Chinese...
Monday 9 November 2026
China's smart cockpits reach 100% domestic assembly, but foreign tech still controls over 70% of the core
China accounts for approximately 36% of the global smart cockpit market, with an established presence in automotive displays, head-up displays (HUDs), voice interaction and cockpit...
Monday 9 November 2026
Commentary: AI investment doubts rise, but chip demand keeps surging
Concerns over an overheating AI market have resurfaced, fueled by delays in data center construction, power and permitting bottlenecks, and the potential deferral of hundreds of billions...
Monday 9 November 2026
Arm-based servers take the lead in 4Q26 growth as Nvidia's Vera Rubin faces supply constraints
Global server shipments are forecast to reach 4.89 million units in the fourth quarter of 2026, up 5.5% sequentially, marking the year's strongest quarterly growth despite mounting...
Monday 9 November 2026
Taiwanese ICT manufacturer Wah Hong accelerates AI cooling as memory hikes hit electronics
Higher memory prices caused by tight supply weakened demand for consumer electronics, while investment in Wah Hong Industrial's thermal management division weighed on overall third-quarter...
Monday 9 November 2026
Taiwanese structural components manufacturer Catcher targets 20% server revenue as AI PC enters production
Catcher Technology is expanding into AI servers and expects server revenue to account for 20% of total revenue by the end of 2026, chairman Allen Horng said. The company also expects...
Monday 9 November 2026
MediaTek, Qualcomm shift focus to cloud AI as smartphones stall
Qualcomm and MediaTek, the two leading smartphone SoC makers, are turning their attention to cloud AI ASICs as the global smartphone market faces what could be its sharpest decline...
Monday 9 November 2026
Monitor panel prices hold in November as notebook pressure mounts
Monitor LCD panel prices remained stable in November as panel makers continued to adjust production and maintain a weak supply-demand balance, while notebook panel prices faced broader...
Monday 9 November 2026
PMIC supplier GMT sees upside in potential AI spending slowdown
Taiwanese power management IC (PMIC) supplier Global Mixed-mode Technology (GMT) sees a potential slowdown in cloud AI spending as an opportunity to ease wafer capacity constraints...
Monday 9 November 2026
Adata revenue to dip slightly in 4Q26 as AI investment shifts overseas
Memory module maker Adata reported October 2026 consolidated revenue of NT$17.06 billion (US$521.6 million), up 8.5% month-over-month and 282.3% year-over-year, marking its third-highest...
Saturday 7 November 2026
Global AI memory crunch drives Taiwan to launch advanced memory initiative
The boom in AI demand has triggered a global memory crunch, creating persistent supply shortages and price hikes. The market is currently dominated by Samsung Electronics, SK Hynix,...
Friday 6 November 2026
TV panel makers hold prices firm in November despite fading demand, with supply cuts proving crucial
The global TV panel market entered a period of fragile equilibrium in November 2026 following the end of peak-season inventory replenishment. Although TV brands have become more cautious...
Friday 6 November 2026
China's NSIG sees silicon wafer prices rebound, but profitability remains elusive
National Silicon Industry Group (NSIG) expects to complete its expansion to 1.2 million 300mm silicon wafers per month by the end of 2026, positioning the Chinese semiconductor materials...
Friday 6 November 2026
Commentary: YMTC's record NAND profits mask bigger risks behind its reported IPO delay
YMTC's parent company, CCSH Corporation, had planned to raise CNY33 billion (approx. US$4.93 billion) through an IPO on Shanghai's STAR Market to finance production-line upgrades and...