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Tuesday 20 October 2026
IT panel market struggles to pass on costs: monitors hold flat, notebooks slide
Sluggish end-market recovery, cautious procurement by brand customers, and persistently high upstream material costs are frustrating panel makers' efforts to implement price hikes...
Monday 19 October 2026
Action cameras gain momentum as camera demand fragments
After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers...
Monday 19 October 2026
ACM Research bets on panel-level packaging and overseas growth as adoption risks persist
ACM Research is expanding beyond China as its panel-level packaging equipment advances through customer evaluations in Taiwan, while the US semiconductor equipment maker invests in...
Monday 19 October 2026
Canon Taiwan sees strong global camera demand in 2026 and 2027
Canon Marketing Taiwan President Hu Da-gang said the global camera market performed well in 2026, with demand rebounding after the pandemic and smartphone photography helping cultivate...
Monday 19 October 2026
SiC powering the future: market scaling meets IDM synergies
The global silicon carbide (SiC) market stands at a critical juncture of industrial scaling, driven by rising demand across the automotive, AI data center, and renewable energy sec...
Monday 19 October 2026
Sanan Optoelectronics faces corp governance turmoil amid Micro LED breakthroughs
Sanan Optoelectronics Co., a leading player in China's compound semiconductor and LED chip industry, finds itself at a critical juncture, marked by severe corporate governance challenges...
Monday 19 October 2026
Von Ardenne's flexible equipment targets unsettled panel-level packaging market
German equipment maker Von Ardenne is entering the semiconductor industry with coating technology aimed at panel-level packaging, a segment where the choice among competing panel dimensions...
Monday 19 October 2026
China probes Huawei-JAC Maextro V800 over brake pedal failure
China's premium electric vehicle (EV) market is facing renewed safety scrutiny following product defect concerns. Maextro, an ultra-luxury automotive brand jointly developed by Huawei...
Monday 19 October 2026
Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
Monday 19 October 2026
AUO, Largan Micro LED debate highlights optical communications uncertainty
AUO chairman Paul Peng said Micro LED remains a potential option for optical communications, despite Largan Technology's doubts about pairing it with multimode fiber in co-packaged...
Monday 19 October 2026
CXMT eyes nearly US$20 billion profit as AI-driven DRAM shortages fuel earnings turnaround
China's leading DRAM manufacturer, ChangXin Memory Technologies (CXMT), expects to report net profit of CNY131 billion to CNY132.5 billion (≈ US$19.58 billion to US$19.8 billion)...
Monday 19 October 2026
TECO shifts toward integrated solutions as AI drives demand for power, infrastructure
TECO Electric & Machinery is shifting from a motor-focused manufacturer to a platform-based provider of integrated power, energy, drive-system, and AI infrastructure solutions,...
Monday 19 October 2026
AI memory demand lifts Samsung, SK Hynix 2027 outlook
AI data center investment continues to expand, keeping the global memory market undersupplied in the fourth quarter of 2026. Rising DRAM and NAND Flash contract prices are boosting...
Monday 19 October 2026
Exclusive: Chinese energy storage giants reportedly exit US as two-way tech restrictions open door for non-Chinese suppliers
Major Chinese energy storage system suppliers that once dominated the US market have reportedly withdrawn almost entirely from US operations in 2026, amid mounting regulatory restrictions,...
Monday 19 October 2026
Amazon Leo tops 400Mbps in test, targets Starlink market
Amazon recently demonstrated its low Earth orbit communications satellite network, Amazon Leo, at a test site in Aberdeen, Maryland, testing high-speed connectivity in a tactical environment...