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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...
Friday 6 November 2026
Stockpiled in Hong Kong: Beijing limits Nvidia H200 imports as domestic silicon push accelerates
A significant backlog of advanced GPUs has accumulated in Hong Kong, according to Reuters, highlighting the widening rift between US export controls and Beijing's drive for...
Friday 6 November 2026
Rehear Audiology partners with Saudi group on AI hearing care
Rehear Audiology has signed a strategic memorandum of understanding (MOU) with Saudi Arabia's Medical Electrical Equipment Maintenance Professionals Association (MEEMPA) to introduce...
Friday 6 November 2026
Primax bets on B2B pivot for double-digit growth through 2029
Taiwan-based Primax Electronics plans to increase the share of its business-to-business (B2B) operations over the next five years, expanding beyond traditional PC peripherals into...
Friday 6 November 2026
DDR, LPDDR revenue growth outpaces HBM as DRAM market nears US$200 billion
Revenue from conventional DDR and LPDDR memory grew faster than that from high-bandwidth memory (HBM) in the third quarter of 2026, as global DRAM revenue surged 369% year over year...
Friday 6 November 2026
SDC sees weak 2027 panel demand, eyes foldables for profit
Samsung Display (SDC) reported improved results in the third quarter of 2026 as major customers launched new products, but expects rising memory prices in 2027 to push up prices for...
Friday 6 November 2026
China's LCD cuts and price hikes threaten Samsung TV profits
Samsung Electronics' TV business faces the prospect of prolonged losses as Chinese panel makers, including BOE Technology Group (BOE) and TCL China Star Optoelectronics Technology...
Friday 6 November 2026
Sumitomo Bakelite raises 2026 profit forecast on AI packaging boom
Sumitomo Bakelite reported a 47.2% year-over-year increase in attributable net profit to JPY19.561 billion (US$123 million) for the first half of fiscal 2026, as AI server demand drove...
Friday 6 November 2026
Meta acquires AI coding startup Conductor for multi-agent tools
Meta has acquired AI coding startup Conductor to strengthen its developer tools and multi-agent collaboration capabilities as it competes for the developer market. A Meta spokesperson...
Friday 6 November 2026
Macronix chair warns AI will not brake, Taiwan Strait risks persist to 2027
Macronix (MXIC) chairman Miin Wu said AI development will not stop because of political party changes after the US midterm elections, with the key question being whether massive investments...
Friday 6 November 2026
Acer Gadget expands lifestyle accessories as PC market weakens
As the PC market outlook deteriorates, Acer subsidiary Acer Gadget is expanding its lifestyle accessories business to cushion the impact of a weaker market. General manager Chung I-chun...
Friday 6 November 2026
India's premium shift shields Apple from decade-low smartphone slump
India is now an important market for Apple in two ways. It is a growth market where the company set an all-time revenue record in the September quarter, even as overall smartphone...
Friday 6 November 2026
Commentary: Marvell's Lumentum deal holds a lesson for smartphone makers on supply chain integration
Marvell announced on November 2 that it has entered into a definitive agreement to acquire Lumentum Holdings in an all-stock transaction valued at nearly US$115 billion. Subject to...