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Wednesday 21 October 2026
Cloud AI to drive chip growth in 2027 as Taiwan suppliers seek opportunities beyond weak consumer edge AI
Market expectations for cloud AI demand have generally remained bullish through 2028-2029, with order visibility extending clearly over the next two to three years. The outlook for...
Wednesday 21 October 2026
Qualcomm plans global performance-based layoffs from November
Qualcomm CEO Cristiano Amon told employees in a memo on October 19 that the company will conduct global, performance-based layoffs after completing its annual employee evaluations,...
Wednesday 21 October 2026
AMEC seeks South Korean foothold through MOCVD trials with SK Keyfoundry, Magnachip
AMEC is seeking an entry into South Korea's power semiconductor market through MOCVD equipment trials with SK Keyfoundry and Magnachip. The Chinese equipment supplier holds a large...
Wednesday 21 October 2026
REI targets drone, robot markets
Racing Electric Instrument (REI), which built its business on defense and aerospace motors, is expanding into the commercial unmanned vehicle market, targeting power systems for drones...
Wednesday 21 October 2026
Memory chip inflation accelerates smartphone brands' retreat from low-end devices
Rising memory prices are squeezing smartphone makers and consumers, pushing shipments to their lowest third-quarter level since 2012, and accelerating the market's retreat from entry-level...
Wednesday 21 October 2026
Foreign suppliers stand to gain first as India's chemical makers chase Tata's chip fab
India's first commercial chip fab is opening a long-awaited new market for the country's chemical makers, but the companies best placed to profit in the near term are Japanese, South...
Tuesday 20 October 2026
Samsung eyes six foldables for 2027, including a rollable phone
Samsung Electronics is reportedly planning its largest-ever foldable smartphone lineup in 2027, expanding the Galaxy Z series to as many as six models. The broader portfolio, alongside...
Tuesday 20 October 2026
Thermaltake expands AI workstation lineup on edge AI demand
Thermaltake is targeting the growing edge AI market with a new workstation lineup. Chairman Kenny Lin said the company has transformed from a gaming components maker into an AI PC...
Tuesday 20 October 2026
BYD's China EV battery market share slips as overseas installations surge 66.5%
BYD is facing declining market share in China's domestic electric vehicle (EV) battery market, even as its overseas business continues to expand, highlighting a growing divergence...
Tuesday 20 October 2026
Hygon's revenue jumps 58% on AI chip demand, but growth slows amid 51% stock slump
China's Hygon Information Technology reported a 57.58% increase in revenue for the first nine months of 2026, reflecting sustained demand for domestic high-performance processors and...
Tuesday 20 October 2026
OLED monitor panel shipments set to overtake TV panels in 2028
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are...
Tuesday 20 October 2026
Kioxia targets higher-value AI storage with Nvidia partnership, advanced NAND technology
Kioxia is prioritising proprietary NAND flash technology and customer-specific development over aggressive capacity expansion, seeking to capitalise on rising AI storage demand while...
Tuesday 20 October 2026
FIC Global targets doubling business in 2027 on optical module orders from eight of world's top 10 makers
FIC Global chairman Leo Chien said the PC market continues to suffer from memory shortages, with a meaningful recovery unlikely in the second half of 2026. However, some industrial...
Tuesday 20 October 2026
LGD continues microLED development despite Apple's exit
LG Display (LGD) has reportedly continued developing microLED technology despite Apple Inc. ending its microLED project, though it has put large-scale mass-production investment on...
Tuesday 20 October 2026
Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product...