Optical lens maker Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.72 billion (≈ US$86 million) for August 2026, up 12.26% from NT$2.42 billion in July and up 0.72%, or about NT$19 million, from NT$2.7 billion a year earlier.

Huawei has unveiled the Kirin 9050 Pro in its new Mate XT 2 tri-fold smartphone, marking the commercial debut of the LogicFolding architecture behind its Tau Scaling Law and Huawei's first new high-performance Kirin chip introduced at a flagship launch in six years.

The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone market, buyers are paying for both. Xiaomi India's leadership told HT Tech that prices will keep climbing through the second half of 2026 as the global chip shortage persists, even as the company doubles down on AI features it says should be felt rather than seen.

As the world's most powerful enterprise data centers undergo a massive migration to liquid cooling to support high-power artificial intelligence processors, a Silicon Valley chipmaker is warning of a growing class of "thermal orphans"—localized, low-power components that are left out in the cold.

Samsung Electronics launched its new Galaxy Z series foldable smartphones, including its first wide-folding model, kicking off this year's foldable smartphone battle. With attention on the upcoming release of Apple's debut foldable smartphone, the market reported on September 2 that Xiaomi and Huawei will unveil new foldables on September 7, ahead of Apple.

India's fixed wireless access (FWA) market is expanding quickly as 5G rollouts accelerate and policymakers push local manufacturing, but Taiwanese networking suppliers say the opportunity comes with familiar risks. Telecom demand in the country remains strong, yet vendors with experience in India warn that growth does not automatically translate into profit.

Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins. Forecasts for this year have also been cut repeatedly, with the most bearish view suggesting global smartphone shipments will fall nearly 17% from 2025.

Samsung Display (SDC) is expected to formally expand mass production of OLED panels for Apple's foldable iPhone starting in September 2026. Although the ramp-up for the foldable iPhone had previously been pushed back because production delays hit some components, including the hinge and substrate, the new OLED mass production schedule suggests SDC can still meet its full-year production target.

ByteDance and ZTE are preparing to launch the Nubia NaviX Ultra in September after the AI smartphone received China's network access approval, clearing the regulatory process from large-model filing to device certification.

Apple has unveiled new Mac mini and Mac Studio models, equipped respectively with its first 2-nanometer chip, the M6, and the four-die M5 Ultra. Most notably, the latest 2-nanometer process is used only in the entry-level Mac mini, while the 3-nanometer M5 Ultra is officially billed as the "most powerful M-series chip yet."

Several Chinese smartphone brands raised prices across entry-level and premium models on September 1, citing IT Home, Antutu, MyDrivers and Sina. The increases coincided with the start of the back-to-school buying season in China and reflected the pass-through of higher component costs to end customers.

Tim Cook's tenure as Apple CEO has officially drawn to a close after nearly 15 years. Cook stepped down as CEO and became Executive Chairman, while Senior Vice President of Hardware Engineering John Ternus took over as CEO. The move marks Apple's first major leadership transition since Cook succeeded Steve Jobs in 2011.

Apple has made another major management shake-up. After Tim Cook stepped down as CEO and was succeeded by John Ternus, formerly head of hardware engineering, veteran Phil Schiller is also stepping back from day-to-day operations, giving up responsibilities tied to the App Store and product launch events while remaining at Apple as an Apple Fellow to work on undisclosed projects.

Taiwan’s manufacturing business-climate indicator moved into the index’s red “prosperity” category in July, with the Taiwan Institute of Economic Research (TIER) saying on August 31 that a sharper rise in optimism among local manufacturers lifted its operating environment index. At the same time, year-over-year export growth to the US fell to 28.0% from 267.6% in January, the lowest level since February 2025.

What Tim Cook leaves John Ternus on September 1 is best measured not by margin but by geography. Cook spent twenty-eight years concentrating Apple's manufacturing in one country, then a decade trying to make that concentration politically survivable. Both halves are unfinished, and both are now Ternus's responsibility to bear.

Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued to raise component orders, but the related 22nm process capacity at United Microelectronics Corporation (UMC) has reached its limit.

Samsung Electronics launched its Galaxy S26 Fan Edition in the second half of 2026 with a starting price of 1.045 million won in South Korea, or about US$714, as it sought to round out its smartphone lineup and address rising component costs. According to ET News and Bloomberg, global sales of the 256GB model were set to begin on September 4.

Apple on August 25 unveiled the M6 and M5 Ultra chips without holding a launch event, with the M6 becoming the company's first processor built on TSMC's 2nm process and debuting in the new Mac mini. But industry watchers say the M6's short-term significance lies mainly in showcasing 2nm design technology, not in delivering immediate commercial gains.

More than a year after Honor first debated the idea internally, its Robot Phone has moved from a contentious concept to a mass-produced commercial product. But the significance of the device extends beyond creating a smartphone with an unconventional form factor.

Global smartphone shipments are set to shrink sharply in 2026 as soaring memory and core component prices hit the market, but Samsung Electronics is moving in the opposite direction. Rather than passing costs fully on to consumers like some rivals, Samsung plans to keep shipment volume steady through the Galaxy S26, Galaxy Z Fold 8, and Galaxy A series, and could even retake the No. 1 spot in global smartphone shipments.

Samsung Electronics' first tri-fold handset of 2025, the Galaxy Z TriFold, has repeatedly sold out, but with global shipments of only about 30,000 units, it functioned more as a technology showcase. A second-generation model is expected in the second half of 2027, with thinner designs, durability, and mass production capability as the next focus.

China's smartphone and memory supply chains are moving closer together, with Xiaomi's new Xring O3 processor potentially providing CXMT with an early commercial entry into the LPDDR6 era.

Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges, flexible printed circuits and thermal components.

Mobile phone sales are under pressure as shortages and price increases for multiple upstream components squeeze the market. But brand makers have stepped up new product launches, with Samsung Electronics, Honor, Oppo, and Google already rolling out devices, and Xiaomi, Sony, and Vivo set to follow.

Rising gold prices are squeezing Samsung Electronics' entry-level smartphone supply chain, with South Korean media reporting that back-end packaging and testing orders for display driver ICs (DDIs) used in the Galaxy A1 series OLED panels have moved from South Korea's LB Semicon to Taiwan's Chipbond Technology to ease manufacturing cost pressure.