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Monday 12 October 2026
AITO doubles down on CATL as China's battery supply chain shifts toward selective diversification
As efforts to curb CATL's dominance accelerate across China's automotive landscape, the domestic battery market is beginning to move away from single-supplier dependence and toward...
Monday 12 October 2026
Samsung could unseat SK Hynix as HBM leader in 2027
Samsung Electronics could overtake SK Hynix as the world's largest supplier of high-bandwidth memory (HBM) in 2027, as HBM4 prices climb and memory manufacturers compete for limited...
Monday 12 October 2026
Apple's iPhone 18 order cuts expose widening divide in premium demand

Apple's iPhone 18 Pro lineup is showing mixed demand signals weeks after launch. Reports of component order cuts suggest weaker-than-expected sales,...

Friday 9 October 2026
Ample revenue slips in September as passive component demand stays strong

Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down...

Thursday 8 October 2026
GlobalWafers September revenue rises 7.65% on stronger demand
GlobalWafers' September and third-quarter sales showed a mixed picture for the semiconductor materials supplier, with artificial intelligence (AI)-related demand helping offset a lingering...
Wednesday 7 October 2026
Apple and LG Electronics reportedly team up on branded smart home devices
Apple and LG Electronics are reportedly pairing up to create a line of smart home devices, though the devices will carry the LG brand name. The two companies are expanding their reach...
Wednesday 7 October 2026
Analysis: Kioxia's NAND pedigree meets an AI-era SSD gap

Kioxia helped create the NAND flash industry, but AI is changing what leadership in memory looks like. The Japanese supplier is benefiting from...

Wednesday 7 October 2026
Samsung tests Chemtronics glass interposer samples
South Korean materials company Chemtronics has delivered glass interposer samples to Samsung Electronics, with customer evaluation now underway, according to Korean business outlet...
Tuesday 6 October 2026
Skyworks closes Qorvo deal, forming US RF and analog powerhouse
Skyworks Solutions (Nasdaq: SWKS) has completed its combination with Qorvo, creating a US-based supplier of high-performance radio frequency (RF), power management, and analog and...
Tuesday 6 October 2026
3.2T optical upgrade triggers PCB redesign, shrinking supplier pool to 3
As AI computing clusters continue to expand, performance requirements for scale-out interconnects between racks are rising rapidly. This is pushing traditional pluggable optical transceivers...
Monday 5 October 2026
CHPT posts record quarterly revenue as chip test demand rises
Chunghwa Precision Test Tech (CHPT), a supplier of semiconductor test interfaces, posted record revenue for September and the third quarter of 2026 as demand for AI-related chip testing...
Monday 5 October 2026
Chipmakers turn balance sheets into AI sales tools: How customer financing is becoming the new industry norm
Recent reports citing Anthropic's IPO filings show that Broadcom has agreed to provide up to US$42 billion in convertible-note financing to help fund the AI company's infrastructure...
Monday 5 October 2026
Samsung reportedly turns to Winbond for TV DRAM as legacy memory supply tightens
Samsung Electronics plans to buy DRAM from Taiwan's Winbond Electronics starting in 2027 and is considering using it in about half of its televisions, South Korean publication The...
Monday 5 October 2026
Micronex plans Sanand lead-frame plant as India expands chip packaging supply chain
Micronex Technology plans to build a semiconductor lead-frame factory in Sanand, Gujarat, seeking to localize a packaging component as India expands its chip assembly and testing industry...
Friday 2 October 2026
Commentary: Broadcom's US$42 billion Anthropic loan exposes AI's emerging chip-financing loop
When the underlying economics of infrastructure commitments meet the financing muscle of the companies supplying foundational compute, the traditional boundary between supplier and...