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    Microsoft and Meta announce workforce reductions amid heavy AI investment
    7min ago
    NEWS TAGGED SHIPMENTS
    Friday 24 April 2026
    Exclusive: Google ramps new TPU servers, Taiwan suppliers gain share

    Google's unveiling of its eighth-generation tensor processing unit (TPU) at Cloud Next 2026 is expected to drive the next wave of growth...

    Friday 24 April 2026
    PC chipmakers warn CPU shortages cloud 2026 shipment outlook
    CPU shortages in the PC sector have emerged as a new concern for shipments this year, in addition to ongoing memory supply issues. Industry players supplying PC peripheral chips observe...
    Thursday 23 April 2026
    Chinese smartphone shipments to fall below 600 million units in 2026, lowest level since 2021
    Rising upstream component costs and weak retail promotions in China, combined with traditional off-season demand overseas, are denting global smartphone supply and pricing. Consumers...
    Thursday 23 April 2026
    Parade offsets weak PC demand with TTED, high-speed, and automotive growth
    Parade Technologies' first-quarter 2026 results and revised outlook carry broader supply-chain and demand implications for global PC and electronics markets. Memory shortages and price...
    Thursday 23 April 2026
    Supermicro GPU smuggling prompts Nvidia to intensify supply chain audit
    Following the recent smuggling indictment involving Supermicro co-founder Wally Liaw and others, Nvidia has significantly upgraded its global supply chain monitoring practices in recent...
    Thursday 23 April 2026
    Japan PC shipments peak on upgrade cycle, correction ahead
    Japan's PC market delivered a standout performance in the fiscal year ending March 2026, but underlying demand signals point to a sharp reversal as upgrade-driven momentum fades.
    Wednesday 22 April 2026
    Huawei's wide foldable move sets stage for Apple, Samsung three-way race

    Huawei's Pura X Max launch marks a shift in the foldable smartphone market, with competition moving from a Samsung-Huawei duopoly toward...

    Tuesday 21 April 2026
    Global OLED shipments to hold steady in 2026 as memory cost inflation reshapes smartphone demand
    Counterpoint Research expects overall OLED panel shipments to be flat year-over-year in 2026, a shift that tightens smartphone supply, boosts demand for premium and IT applications,...
    Tuesday 21 April 2026
    1.6T optical transceivers enter volume shipments, set three-year growth cycle
    The buildout of AI data centers is pushing optical interconnects into a new upgrade cycle, with 1.6T optical transceivers set to enter large-scale shipments in 2026, marking a turning...
    Tuesday 21 April 2026
    APAC advances CPO positioning: ELSFP beings small-volume shipments, in-house COC line set for 3Q26 completion
    Optical communications company APAC Opto Electronics reported that its inventory digestion phase is nearing completion, with market demand showing a clear rebound. Looking ahead to...
    Tuesday 21 April 2026
    Foxconn Industrial Internet to mass-produce CPO all-optical switches in 3Q26 with over 10,000 units target
    Brand Cheng, chairman of Foxconn Industrial Internet (FII), a cloud networking business under Foxconn, recently announced ongoing advancements in technologies, including co-packaged...
    Monday 20 April 2026
    India's smartphone shipments fall 3% amid cost pressures and weak demand
    India's smartphone shipments fell 3% year-on-year in the first quarter of 2026, signaling strain across global supply chains and consumer markets as rising component costs and sluggish...
    Monday 20 April 2026
    Brands boost wearable device sales to offset smartphone shipment pressure
    Rising prices for key upstream components such as memory have dampened global smartphone shipments, prompting brands to boost memory inventory, raise the share of mid- to high-end...
    Sunday 19 April 2026
    Taiwan networking firms post strong 1Q26 results on data center, Wi-Fi 7 demand

    Taiwan's networking equipment makers reported stronger-than-seasonal performance in the first quarter of 2026, supported by demand from...

    Saturday 18 April 2026
    Memory price surge hits Xiaomi shipments, forces strategy shift
    Rising memory prices are reshaping the global smartphone market. The shift is triggering a broad slowdown and accelerating structural shifts across China's handset industry. Data from...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook