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Tuesday 9 June 2026
ELAN sees drone and AI PC push reshaping revenue mix
Taiwanese fabless chipmaker ELAN said its second-quarter 2026 outlook suggests revenue will hold near first-quarter levels, even as the company expands beyond PC orders into drones,...
Tuesday 9 June 2026
Expansion beyond SEA: VinFast-backed Green SM targets India's ride-hailing market
Vietnamese electric taxi operator Green SM has launched operations in India, marking its first expansion beyond Southeast Asia and opening a new front in one of the world's fastest-growing...
Tuesday 9 June 2026
Huawei tests AI agents at HDC 2026 after OpenClaw hype loses steam
Huawei Developer Conference (HDC) 2026 is set to open on June 12 at Songshan Lake in Dongguan, with HarmonyOS and frontier AI technologies taking center stage. Beyond updates to the...
Tuesday 9 June 2026
Anthropic secures US$35 billion private loan package backed by Broadcom for TPU capacity
Anthropic completed a US$35 billion private credit financing led by Apollo Global Management and Blackstone, the firm announced, in one of the largest deals in the private credit market...
Tuesday 9 June 2026
Yesiang begins shipping recycled filters as 2nm demand lifts AMC market
Taiwan's Yesiang has started volume shipments of a newly certified recycled advanced micro-contamination (AMC) filter as semiconductor makers push deeper into 2nm and smaller nodes...
Tuesday 9 June 2026
VinFast targets top-tier status in India as electric two-wheelers near launch
During its first-quarter 2026 earnings call, VinFast Auto highlighted India as a pivotal "core growth engine" for the company's international expansion. Management reported that business...
Tuesday 9 June 2026
ELAN Microelectronics expands into AI PCs, drones, and optical chips
ELAN Microelectronics is broadening beyond notebook PCs into agentic AI PCs, unmanned vehicles, and optical communication chips, moves that could influence technology supply chains...
Tuesday 9 June 2026
Ultraband & NTT-AT sign MOU to boost RF, Power collaboration

Ultraband Technologies, an emerging IC design startup, announced today the official signing of a Memorandum of Understanding (MOU) with NTT ADVANCED  TECHNOLOGY...

Tuesday 9 June 2026
GSEO surpasses NT$10 billion in five-month revenue and plans July mass production
Genius Electronic Optical reported consolidated revenue of NT$1.629 billion (US$51.5 million) in May 2026, marking a month-on-month decline from NT$2.314 billion in April but a 30.24%...
Tuesday 9 June 2026
YMTC returns to South Korea's consumer SSD market after four-year absence
Yangtze Memory Technologies Co. (YMTC) is bringing its consumer SSD brand ZHITAI back to South Korea after a four-year absence, as major memory makers devote more resources to high-bandwidth...
Tuesday 9 June 2026
Panasonic raises SP-Cap prices as AI drives passive component demand
Passive component prices are staying elevated as AI continues to drive demand, with industry sources saying pricing in 2026 will remain at high levels. Panasonic is set to launch a...
Tuesday 9 June 2026
AI supply chain shortages shift from chips to equipment
As four major North American CSPs step up AI infrastructure spending, global semiconductor output forecasts keep rising. But the AI demand surge is also exposing hidden supply-chain...
Tuesday 9 June 2026
HiSilicon chip price hikes put China's AI compute supply chain back in focus
Huawei's chip design arm HiSilicon Technologies has reportedly raised prices for some products, drawing market attention as China's semiconductor sector shows signs of recovery after...
Tuesday 9 June 2026
AI demand is turning memory chips into rationed assets, Morgan Stanley says
AI is reshaping the global memory-chip market, according to Morgan Stanley, by pulling in more DRAM, HBM, and NAND, and turning once-cheap components into scarce resources. The shift...
Monday 8 June 2026
Bottlenecks for upstream digital camera components pose dilemma for supply chain players amid market renaissance
Digital camera demand has made a striking comeback as younger consumers, social media creators, and the streaming economy inject new momentum into a market many had considered obsolete...