CONNECT WITH US
NEWS TAGGED MARKET
Thursday 8 October 2026
Viking Tech lead times stretch to 6 months; orders seen into 2H27
Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill...
Thursday 8 October 2026
Marvell's custom AI chip upgrade points to a broader fight over peripherals
Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...
Thursday 8 October 2026
European carmakers urge delay to battery localization rules
The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft...
Thursday 8 October 2026
Nvidia's RTX Spark gives Windows on Arm its strongest shot yet at x86's high end
Nvidia's entry into the Windows PC market with its Arm-based RTX Spark platform is giving Microsoft's Windows on Arm strategy a new test: whether Arm can move beyond being a niche...
Thursday 8 October 2026
Huawei says Ascend tops Nvidia in China as demand gap remains
Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....
Thursday 8 October 2026
Pricey local AI machines arrive as memory costs threaten PC shipments
As soaring memory prices are forecast to cut PC shipments, a new class of expensive machines built to run large AI models locally, from Nvidia's RTX Spark laptops to Apple's Mac Studio...
Thursday 8 October 2026
Taiwan's Gemtek to help Dixon enter data center market through Indian optics venture
Taiwan's Gemtek Technology is set to provide the optical know-how behind Dixon Technologies' move into the data center market. The Indian contract manufacturer signed a joint venture...
Thursday 8 October 2026
Taiwan bans imports of China-made fiberglass silicone sleeves
Taiwan has ordered a halt to imports of China-made fiberglass silicone sleeves, saying that opening the market to such products would cause a major adverse impact on related indust...
Thursday 8 October 2026
AI agents fuel new CPU demand, lifting AMD
Before generative AI rose and Nvidia GPUs came to dominate the market, the central processing unit (CPU) was the main compute engine for servers. Now, as the personal AI agent boom...
Thursday 8 October 2026
Team Group posts record quarterly revenue as memory market tightens
Memory module maker Team Group reported a sharp rise in September 2026 revenue, amid a global memory upswing that may affect pricing, supply, and procurement decisions for server operators,...
Thursday 8 October 2026
Fed could hike again before year-end as liquidity is watched
The Federal Reserve raised rates by 1 quarter point in September, and with the standoff between the US and Iran still unresolved and US inflation remaining elevated, markets expect...
Thursday 8 October 2026
Samsung Electronics posts record quarterly profit in preliminary results
Samsung Electronics has become the first South Korean company to clear KRW100 trillion in operating profit in a single quarter, a milestone that shows how heavily the company now leans...
Thursday 8 October 2026
Mature-node DRAM momentum stays strong into 4Q26
Contract prices for memory continue to climb, and supply chain sources say niche memory built on mature processes will still see "steady price increases" in the fourth quarter of 2026...
Thursday 8 October 2026
MediaTek's US push will shape its AI networking race
In recent years, MediaTek has continued to chase opportunities in AI networking infrastructure. Beyond its established strength in wireless, it has also expanded wired collaboration...
Thursday 8 October 2026
UK weighs Chinese EV tariffs amid fears of EU exclusion, retaliation from Beijing

Chinese automakers are expanding rapidly in the UK, with their growing presence beginning to influence government policy as well as market competition...