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Thursday 16 April 2026
Taiwan lens makers pivot to CPO, silicon photonics beyond smartphones

Taiwan's optical lens makers opened 2026 with a sharp rebound, driven by a recovery in the global smartphone market and rising demand for...

Thursday 16 April 2026
TSMC capex hits US$56 billion, reshaping global semiconductor supply chain
TSMC's capital expenditure has surged in recent years, with 2026 spending forecasted to reach a record US$52-56 billion and market expectations even suggesting an upward revision to...
Thursday 16 April 2026
China reportedly considers export curbs on advanced solar manufacturing equipment to the US
Chinese officials have held early-stage discussions on potential restrictions on exports of advanced solar panel manufacturing equipment and technology to the US, Reuters...
Thursday 16 April 2026
Falling margins and memory crisis causing spec downgrades on TV panels
Since the fourth quarter of 2025, memory prices have risen rapidly, driving up overall storage costs and placing significant pressure on TV manufacturers. Sharp changes in cost structures...
Thursday 16 April 2026
Unveiling ASUS liquid-cooling AI Infrastructure through building AI supercomputer Nano4 projects at NCHC

Amidst the reality of global oil prices continuously skyrocketing due to war, the global market is facing the formidable challenges posed by the turbulence impacting...

Thursday 16 April 2026
Orange Electronic expands in Europe as auto aftermarket demand holds up
Orange Electronic, a Taiwanese maker of tire pressure monitoring systems, is expanding its presence in Europe's automotive aftermarket, defying a broader slowdown in global vehicle...
Wednesday 15 April 2026
Japan forges physical AI alliance to challenge US and China
Japan is accelerating efforts to build domestic AI capabilities, with SoftBank and major industrial partners forming a new company focused on physical AI to power robots, vehicles,...
Wednesday 15 April 2026
China chip tool imports shift to Southeast Asia as US tightens export controls

China's imports of semiconductor manufacturing equipment from Southeast Asia surged in 2025, surpassing direct shipments from the US,...

Wednesday 15 April 2026
China Northern Rare Earth hikes 2Q26 rare earth ore prices over 44%, experts warn of demand destruction
China Northern Rare Earth, the leading player in China's rare earth industry, has raised its rare earth ore (REO) prices for the second quarter of 2026 by more than 44%. Amid geopolitical...
Wednesday 15 April 2026
Samsung QD-OLED tops 5 million units; LG turns to rival supply
Samsung Display has crossed a key inflection point in the premium monitor market, with cumulative QD-OLED panel shipments exceeding 5 million units by March 2026.
Wednesday 15 April 2026
Samsung tipped to lead global chip profits as AI elevates memory, veteran exec predicts
Yoon-woo Lee, a semiconductor expert and former vice chairman of Samsung Electronics, believes Samsung may become the world's most profitable company by 2027–2028, driven by...
Wednesday 15 April 2026
Nvidia's RISC-V push shapes cloud AI's three-way architecture race
Nvidia recently joined the Series G funding round of SiFive, a leading RISC-V chip IP provider. Although Nvidia was one among many investors and the round raised about US$400 million,...
Wednesday 15 April 2026
Morrison targets AI phone sensor upgrades, expands into 3 emerging markets
Morrison expects AI smartphone penetration to exceed 60% within five years, driving continuous upgrades in optical sensor specifications. Despite short-term headwinds from memory supply-demand...
Tuesday 14 April 2026
Apple increased foldable display inventory by 20% ahead of iPhone Fold launch
Despite slowing growth in the foldable smartphone market, Apple has reportedly increased its foldable display panel inventory by 20% for its first foldable phone, the iPhone Fold,...
Tuesday 14 April 2026
Glass substrates move toward mass production as Intel, Samsung Electro-Mechanics step up efforts
Glass substrates are entering a critical pre-mass production phase as demand for high-performance AI chips accelerates. As AI workloads require larger chip sizes and higher bandwidth,...