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Tuesday 19 May 2026
DB HiTek's power-chip push hits delay as stakes rise
South Korean foundry operator DB HiTek is facing a slower ramp in silicon carbide (SiC) and gallium nitride (GaN), testing its push into next-generation power semiconductors as technology...
Tuesday 19 May 2026
Foundry, test costs push PMIC price hikes toward 12-inch wafers
Rising manufacturing costs at upstream foundries and back-end packaging and testing are pushing power management IC (PMIC) makers toward price increases, with global implications for...
Tuesday 19 May 2026
MediaTek probe jolts Taiwan lawmakers as market shifts
As of May 18, 2026, TSMC's market value stood at NT$58 trillion (US$1.8 billion), MediaTek's at NT$5.45 trillion, and Delta Electronics' at NT$5.2 trillion — the three largest...
Tuesday 19 May 2026
Commentary: TSMC Arizona profit tops SMIC and UMC combined, fueled by three key drivers
TSMC's Arizona fab has turned profitable, surprising the market and supply chain after years of warnings from founder Morris Chang and others that overseas fabs could lose money. Supply-chain...
Tuesday 19 May 2026
AMD gains Beijing spotlight: China courts Lisa Su for AI chip ties
Shortly after Nvidia CEO Jensen Huang left China following a delegation led by US President Donald Trump, Beijing officials swiftly announced a meeting with Advanced Micro Devices...
Tuesday 19 May 2026
Rising memory costs hit China's OLED suppliers harder than Korean rivals
Rising memory prices are squeezing the smartphone OLED panel market. Chinese suppliers are feeling it more than their Korean rivals, as handset makers scale back production plans.
Tuesday 19 May 2026
Chipmakers rejoice as Googlebook entry heats up AI PC race
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...
Tuesday 19 May 2026
Analysts divided on Baidu's AI monetization as cloud growth offsets ad weakness
Analysts offered mixed assessments of Baidu after the Chinese internet company posted first-quarter revenue that topped market expectations, with some pointing to stronger AI monetization...
Tuesday 19 May 2026
CyCraft expands Japan push with NTT and Future for AI-managed security services
CyCraft announced an expansion of its Japan strategy at its CyCraft Day Japan partner summit, teaming with local cybersecurity providers, including NTT Security and Future Secure Wave,...
Tuesday 19 May 2026
Digital camera comeback exposes optical supply-chain talent and capacity gap
Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
Tuesday 19 May 2026
Acer's India PC push reaches a turning point as share climbs to 21.3%
Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.
Tuesday 19 May 2026
China's display boom fuels push for materials independence
As China cements its position as the world's largest producer of display panels, the country is now pushing deeper into one of the industry's most strategically sensitive areas: substrate...
Tuesday 19 May 2026
Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
Tuesday 19 May 2026
Kemflo expands into semiconductor carbon recycling and commercial water systems
Kemflo, a Taiwanese water purification exporter, said it has shifted from selling filtration equipment to operating as a full-scale water resources company, driven by rising global...
Tuesday 19 May 2026
Humanoid race will produce only one or two winners, Plug and Play CEO predicts
The humanoid robotics industry is heading for a brutal shakeout. Despite more than 100 startups currently active across the US, Europe, and China, Saeed Amidi, founder and CEO of Plug...