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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.

Tuesday 7 July 2026

Exclusive: Soaring lithium prices and China's mass production ignite a global sodium battery race

A more than 3x rise in China's lithium carbonate price over the past year has pushed sodium-ion batteries back into the spotlight,...

Tuesday 7 July 2026

Analog IC supply squeeze intensifies, ADI extends lead times

Analog Devices (ADI) has reportedly notified customers of extended delivery lead times for certain products, with lead times now reaching...

Tuesday 7 July 2026

Memory prices defy cooling hopes as AI demand drives fresh 3Q26 hikes

Memory contract prices are poised for another sharp rise in the third quarter of 2026, even after several quarters of hikes have already...

Tuesday 7 July 2026

AI lifts high-voltage prices as bubble fears return

AI demand and capacity crowd-out effects are driving higher prices and volumes for high-voltage products, according to IC distributors,...

Tuesday 7 July 2026

Ingenic says DRAM foundry capacity strain won't ease until 2H27

China memory makers are diverging in their outlook as AI demand keeps the global memory market tight. After GigaDevice recently issued an unusual risk warning, Beijing-based special...

Monday 6 July 2026

UMC posts record first-half revenue and plans selective price hikes in second half

United Microelectronics Corp. (UMC) reported its strongest quarterly run in years as mature-process demand and factory utilization improved. June consolidated revenue reached NT$23.12...

Monday 6 July 2026

Taiwan drone makers gain as Europe focuses on trust and supply chain resilience

Global drone demand continues to heat up, and Taiwanese manufacturers are aggressively expanding overseas. Industry players say the market's most urgent focus has shifted from price...

Monday 6 July 2026

Chicony Power June revenue rises on pull-forward demand and server power sales

Chicony Power Technology said June 2026 revenue rebounded to NT$3.099 billion (US$96.52 million), topping the NT$3 billion mark as deferred orders and quarter-end pull-in demand lifted...

Monday 6 July 2026

Apple price hikes spur brisk used-device trading

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished...

Monday 6 July 2026

Kingboard raises CCL prices again as AI demand tightens PCB material supply

Rising demand for AI servers and high-performance computing (HPC) continues to drive price increases across the upstream PCB materials supply chain.

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