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    US ban on Chinese optical modules could disrupt AI supply chain
    3h 11min ago
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    3h 11min ago
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    3h 11min ago
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    3h 11min ago
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    3h 11min ago
    China auto exports shift from price wars to value wars
    3h 12min ago
    NEWS TAGGED SHIPMENTS
    Thursday 30 July 2026
    Arm readies AGI CPU shipments, eyes 3Q stream in fiscal 2028

    Arm Holdings is preparing its first self-designed data center CPU, the Arm AGI CPU, for shipments by the end of calendar 2026, and...

    Thursday 30 July 2026
    Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026
    Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...
    Thursday 30 July 2026
    As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?
    LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...
    Thursday 30 July 2026
    Japan and South Korea MLCC makers signal further price hikes amid AI demand

    Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

    Thursday 30 July 2026
    AI demand squeezes memory supply, pressuring PC and TV markets
    At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
    Thursday 30 July 2026
    Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits
    Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...
    Thursday 30 July 2026
    CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

    CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    Tuesday 28 July 2026
    SK Hynix enters LPDDR6 production race with Xiaomi first in line
    SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
    Tuesday 28 July 2026
    Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
    Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
    Tuesday 28 July 2026
    China display giant BOE rejects low-price race, turns to innovation to lift panel value
    BOE, the world's largest display-panel maker and one of China's leading technology companies, is moving away from low-price competition and plans to raise the value of Chinese display...
    Tuesday 28 July 2026
    Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
    Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
    Monday 27 July 2026
    CATL profit climbs 42%, but storage price pressure tests its global lead

    CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

    Monday 27 July 2026
    Rebellions readies Rebel100 shipments as AI inference demand grows
    South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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