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Friday 7 August 2026
Panel makers turn old fabs into AI-advanced packaging hubs

AI-driven demand for advanced packaging is giving old-generation panel fabs and equipment new value. As Taiwan's panel makers accelerate...

Friday 7 August 2026
China's MLCC supply chain ramps up as AI boom drives global component shortage

China's multilayer ceramic capacitor (MLCC) supply chain is accelerating capacity expansion as surging demand from AI servers and automotive...

Friday 7 August 2026
Chinese equipment maker breaks into LG Display's OLED supply chain

A Chinese equipment maker has sold OLED production tools directly to LG Display for the first time, a small order that gives a Chinese...

Friday 7 August 2026
Wistron rumored to win Oracle AI server order as new customers expand
Wistron has secured new AI server customers, including enterprise accounts Hewlett Packard Enterprise (HPE) and Lenovo Group, as well as a reported cloud services provider (CSP) order...
Friday 7 August 2026
Transcend July 2026 revenue tops NT$5 billion as AI boosts high-end memory demand
Memory module maker Transcend Information reported July 2026 consolidated revenue of NT$5.2 billion (approx. US$161.44 million), surging 308% from a year earlier and 3% from the previous...
Friday 7 August 2026
China's surging export numbers shows automakers pivoting from price wars to value wars

China's auto exports climbed sharply in the first half of 2026 as the sector shifted from price-based competition to a focus on product...

Friday 7 August 2026
AMD to buy Taalas in push for faster AI inference chips

AMD said on August 6 that it has agreed to buy Taalas, a Toronto-based startup focused on specialized AI inference silicon, in a move...

Friday 7 August 2026
Analysis: Five years of US polysilicon imports show why Washington set the price floor at $21
US imports of high-purity polysilicon jumped to US$190 million in 2025. Still, the bigger story is in the volume: 6,791 tonnes, more than five times the 1,286 tonnes imported in 2024,...
Friday 7 August 2026
Analysis: Trump’s polysilicon tariffs split solar industry into winners and losers
US President Donald Trump signed a proclamation on August 6 imposing minimum import prices and a 15% tariff on polysilicon and its derivatives, a move that hands a durable pricing...
Friday 7 August 2026
Nvidia seeks China AI-RAN partners to bring GPU computing into 6G networks

Nvidia is seeking Chinese telecom equipment partners to develop 6G AI radio access network base stations for overseas markets, according...

Friday 7 August 2026
Chicony Electronics lifts second-quarter profit on commercial demand and AI products
Chicony Electronics reported stronger second-quarter earnings on August 5 as demand from the commercial market outpaced consumer spending. The Taiwanese electronics maker said higher-end...
Friday 7 August 2026
Chinese optical suppliers confront FCC threat after US$19.1B sell-off

Chinese optical transceiver suppliers are trying to calm investors after reports that the US Federal Communications Commission (FCC) may...

Friday 7 August 2026
Huawei's Richard Yu warns of smartphone price hikes as memory costs soar
Huawei executive director and Consumer Business Group chairman Richard Yu warned on August 5 that sharply rising memory costs could trigger widespread smartphone price increases, saying...
Thursday 6 August 2026
Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
Thursday 6 August 2026
Unitree's impending IPO draws Meituan and Tencent as investors

Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2...