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Thursday 30 April 2026
MetaX GPU revenue jumps 75%, losses narrow on AI demand
China-based GPU developer MetaX reported a solid start to 2026, underscoring how domestic high-performance GPUs are beginning to translate technical progress into tangible commercial...
Thursday 30 April 2026
Memory crunch squeezes smartphone SoC market as Samsung gains share

Global smartphone system-on-chip (SoC) shipments fell 8% year-over-year in the first quarter of 2026, as a prolonged memory shortage...

Thursday 30 April 2026
Quanta eyes strong 2026 server demand as general-purpose orders surge
Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
Thursday 30 April 2026
Chang Wah Technology forecasts double-digit growth in the second quarter on EMC LED strength
Packaging leadframe maker Chang Wah Technology Co., Ltd. reported that it achieved NT$3.672 billion (US$116 million) in revenue in the first quarter of 2026, its fourth-highest quarterly...
Thursday 30 April 2026
Qualcomm to ship custom product with hyperscaler in 4Q26
In an earnings call on April 29, Qualcomm told investors it expects initial shipments of a custom silicon engagement with a leading hyperscaler in the December quarter, a milestone...
Wednesday 29 April 2026
UMC profit doubles, touts Intel-backed US manufacturing option
United Microelectronics Corp (UMC) reported first-quarter 2026 net profit of NT$16.17 billion (approximately $490 million), up 61% quarter on quarter and more than double the year-ago...
Wednesday 29 April 2026
Seagate tops estimates, raises outlook on cloud, AI demand
Seagate Technology reported fiscal third-quarter results above market expectations and issued a stronger-than-anticipated outlook, driven by sustained demand from cloud customers and...
Wednesday 29 April 2026
Coretronic posts first quarterly loss since 2008, plans holding company overhaul

Coretronic has reported its first quarterly loss since the 2008 global financial crisis, even as revenue reached a multi-year high, underscoring...

Wednesday 29 April 2026
Taiwan drone exports exceed 2025 in 1Q26, with Czech Republic as top buyer
Taiwan's drone export momentum continues to surge, with first-quarter 2026 shipments already surpassing the entire 2025 annual total. The market landscape has shifted as well, with...
Tuesday 28 April 2026
Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
Tuesday 28 April 2026
Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
Tuesday 28 April 2026
Apple and Asus defy PC market slump with growth in 2026
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
Monday 27 April 2026
Foxconn's 48% export surge cements India's role in Apple's supply chain
India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
Monday 27 April 2026
Taiwan networking firms set for 11% Q2 growth as Wi-Fi 7 gains traction

Global Wi-Fi router shipments are increasingly driven by telecom operators' upgrade cycles and tender deployments rather than consumer...

Friday 24 April 2026
Memory price surge reshapes global notebook competition in 2026
The global notebook market is undergoing a structural shift in competitive dynamics in 2026, moving from product specifications and pricing battles to group-level integrated capabilities...