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Wednesday 25 March 2026
Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy
Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue...
Wednesday 25 March 2026
Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure
On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates,...
Wednesday 25 March 2026
Global semiconductor market rebounds in 2025 with AI-led expansion
According to Omdia, the global semiconductor market reached approximately US$830.8 billion in 2025, a 23.3% year-over-year increase and the second consecutive year of growth above...
Tuesday 24 March 2026
DFI posts 15% revenue growth in 2025 but warns of tight CPU, memory supply in 1H26
Industrial computer (IPC) maker DFI held an earnings call on March 23, reporting its full-year and fourth-quarter 2025 financial results while outlining market risks and response strategies...
Tuesday 24 March 2026
Eternal Materials braces for stronger 2026 but flags oil-driven cost monitoring
Eternal Materials expects operations in 2026 to outperform 2025, driven primarily by growth in precision equipment and scaling shipments of semiconductor advanced packaging materials...
Tuesday 24 March 2026
Techman's product shift and semiconductor focus could sustain growth despite macro uncertainty
Techman Robot plans to release a dual-arm robot and deploy an upgraded humanoid model at customer sites in the second half of 2026, moves the company says will broaden its addressable...
Tuesday 24 March 2026
Nexperia turmoil accelerates localization; Panjit targets 5% global MOS market share
As mature process foundry prices rise, Panjit COO Edgar Chen said the company will not implement across-the-board price hikes despite increasing copper raw material costs. Instead,...
Tuesday 24 March 2026
AI boom lifts substrate maker Kinsus as prices and demand rise
Buoyed by strong demand from makers of AI GPUs, CPUs, and application-specific chips, Kinsus Interconnect Technology said it expects a sharp lift in both revenue and product mix as...
Tuesday 24 March 2026
SK Hynix reportedly advances M15X ramp, opens second cleanroom ahead of schedule

SK Hynix has brought forward the ramp-up of its M15X DRAM facility in Cheongju, opening a second cleanroom and beginning equipment move-in...

Tuesday 24 March 2026
Excellence Optoelectronics accelerates Mexico plant ramp-up, eyes robot and ECU markets
Excellence Optoelectronics (EOI) is preparing for volume production to begin in July at its soon-to-be-completed Phase 1 plant in Mexico, aiming for an 80% utilization rate by year-end...
Tuesday 24 March 2026
Commentary: From chip performance to inference economics, Jensen Huang rewrites AI industry trends at GTC
Over the past three years, Nvidia founder and CEO Jensen Huang has returned to the same two-axis chart at each annual GTC conference — but the story that chart tells has shifted...
Monday 23 March 2026
Inergy Technology eyes SiC expansion for HVDC as AI power demand rises
Power semiconductor design company Inergy Technology expects strong growth momentum in its cooling and power device businesses in 2026, supported by rising demand from artificial intelligence...
Monday 23 March 2026
AI chip boom drives surge in demand for testing at Chunghwa Precision Test
Chunghwa Precision Test, a supplier of semiconductor testing interfaces, is seeing a surge in demand driven by high-performance computing and mobile application processors, as orders...
Monday 23 March 2026
Brinno targets growth with time-lapse, visual AI, and defense imaging push for 2026
Brinno outlined time-lapse photography, visual AI, and defense imaging as its three core business pillars for 2026 at a spring banquet on March 20, saying the focus will accelerate...
Monday 23 March 2026
Zenitron warns memory shortages will reverberate across global tech supply chains
Zenitron president YY Chou warned that surging demand for AI servers, data centers, and robotics is driving memory shortages that will affect global supply chains and pricing, with...