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Thursday 9 July 2026

Memory costs slash low-end phone output and pressure PA shipments

The 2026 smartphone market is facing a dark outlook as memory prices rise and shortages tighten supply, weighing on low- and mid-range...

Thursday 9 July 2026

AI demand pushes TSMC, Samsung to raise foundry prices — Rapidus aims to undercut 2nm

Rising demand for AI chips is changing how foundries set prices, giving TSMC and Samsung Electronics more leverage while forcing new...

Thursday 9 July 2026

Nan Pao Resins posts June sales record on price hikes and early customer orders

Nan Pao Resins Chemical Group reported June revenue of NT$2.093 billion (US$65.27 million), up 12.8% from a year earlier and a record for the same month, as customers accelerated orders...

Thursday 9 July 2026

Samsung weighs first AI glasses launch as it prepares July 22 Unpacked event

Samsung Electronics said on July 8 that it will hold its Samsung Galaxy Unpacked 2026 global launch event in London on July 22. The company is expected to introduce next-generation...

Thursday 9 July 2026

Honor expands Taiwan smartphone push with flagship and midrange launches

Honor recently launched the Honor 600 series in Taiwan, positioning it around AI imaging creation, a 200-megapixel main camera and a 7,000mAh battery. The company has also introduced...

Thursday 9 July 2026

SK Hynix supplier talks show AI memory boom shifting pricing power

The AI data center boom is reshaping the memory supply chain, giving Samsung Electronics, SK Hynix, and Micron greater pricing power...

Thursday 9 July 2026

Innodisk revenue surges on AI memory demand and price hikes

Industrial memory module maker Innodisk reported record June revenue of NT$8.208 billion in 2026, while first-half revenue climbed to about NT$35.626 billion. The gains reflected higher...

Thursday 9 July 2026

Macronix and Winbond post record June revenue as memory prices stay firm

Macronix and Winbond Electronics reported record consolidated revenue in June 2026 and for the second quarter of the year as memory chip demand and pricing strengthened. The Taiwanese...

Wednesday 8 July 2026

Novatek beats second-quarter revenue guidance on strong customer stockpiling

Novatek reported June revenue of NT$10.023 billion, up 6.48% from the previous month and 18.96% from a year earlier, pushing second-quarter revenue to NT$28.66 billion. The chip designer's...

Wednesday 8 July 2026

AI memory boom turns price hikes into antitrust flashpoint across supply chain

As AI demand drives record price increases in the memory market, the aftermath of such volatility is weighing on the wider supply chain, rippling into downstream industries where manufacturers...

Wednesday 8 July 2026

Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption

AI glasses are emerging as the next major access point for artificial intelligence, delivering a "see what you see, hear what you hear" experience through a familiar eyewear form factor...

Wednesday 8 July 2026

AI servers squeeze MOSFET supply while PC slump tests power component pricing power

AI servers are tightening Taiwan's power component supply chain, lifting demand for MOSFETs, PMICs, cooling motors and power management...

Wednesday 8 July 2026

Apple's first foldable reportedly enters production, but a record price and delayed sales loom

Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers...

Wednesday 8 July 2026

Pegatron chairman downplays Intel CPU price hike worries

Intel confirmed on July 6 that it will raise suggested prices for consumer and server CPUs, stirring questions about whether the move will push up PC costs and affect consumer demand...

Wednesday 8 July 2026

Genius Electronic Optical June sales rise as mobile phone price impact appears limited

Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.

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Jun 1, 08:00

LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE

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RESEARCH INSIGHTS

Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook