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Wednesday 20 May 2026
Google I/O 2026: Agents, multimodal models, and a sweeping search overhaul
At its I/O 2026 conference on May 19, Google unveiled an expansive suite of AI-powered products, models, and hardware aimed at advancing autonomous agents across consumer and enterprise...
Wednesday 20 May 2026
Google I/O 2026: Consumer hardware competition and smart glasses market entry
Google's announcement of Android XR smart glasses marks its direct entry into a fast-growing wearable AI market, signaling confidence in rapid consumer adoption and the category's...
Wednesday 20 May 2026
Apple's memory bargaining power weakens amid AI-driven supply squeeze, Korean media says
South Korean media commentary has highlighted a structural shift in Apple's influence over memory chip pricing, arguing that its long-standing bargaining power over suppliers is weakening...
Tuesday 19 May 2026
Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

Tuesday 19 May 2026
Chipmakers rejoice as Googlebook entry heats up AI PC race
Google's announcement for the upcoming Googlebook, which tightly integrates Gemini features, signals that it is no longer limiting its PC strategy to the Chromebook line and is pushing...
Tuesday 19 May 2026
Samsung turns to health features as Galaxy Watch loses ground to Chinese rivals
Samsung Electronics is putting health care at the center of its smartwatch strategy as Chinese rivals Huawei and Xiaomi gain ground in the global wearables market.
Tuesday 19 May 2026
Digital camera comeback exposes optical supply-chain talent and capacity gap
Digital cameras staged a notable market comeback as demand for retro aesthetics and high-resolution imaging rose, reviving production lines and lifting secondhand prices, industry...
Tuesday 19 May 2026
Acer's India PC push reaches a turning point as share climbs to 21.3%
Acer is gaining ground in India's PC market, with the Taiwanese PC vendor citing the latest market data showing it ranked second in the country in the first quarter of 2026.
Tuesday 19 May 2026
Silergy Gen4 ramps early as AI and auto demand drive 2026 growth above 20%
Silergy, a major power management IC (PMIC) supplier, said its new Gen4 products ramped ahead of schedule in the first half of the year, as tight PMIC supply supported growth in AI...
Tuesday 19 May 2026
Commentary: Sanctions reshaped China's foundry sector — just not in the way markets expected
China's foundry sector is charting a different course as the global semiconductor market remains focused on AI GPUs, the 2nm process node, and advanced packaging. Led by Semiconductor...
Tuesday 19 May 2026
Humanoid robotics opens 'once-in-a-generation' opportunity for auto suppliers, says Hyundai Mobis
Hyundai Mobis is moving to become a core supplier to the humanoid robotics industry, announcing a direct actuator supply agreement with Boston Dynamics and outlining a sweeping strategy...
Monday 18 May 2026
Pan Jit AI revenue hits 11% as orders stretch 6 months
Pan Jit's growing confidence in AI and automotive demand is set to shape the global supply of power semiconductors, as data-center power management needs intensify and automotive orders...
Monday 18 May 2026
Apple's chip recycling strategy deepens reliance on TSMC and pressures PC rivals
Apple has increasingly relied on "binned" chips — processors with disabled or defective cores — to expand into lower-priced devices, according to a recent report by The...
Monday 18 May 2026
Getac gains from drone and defense demand as rugged PC supply chain struggles
Rising global geopolitical tensions are driving up defense budgets worldwide and boosting demand for rugged computers. Getac expects rugged computer shipments to grow by a double-digit...
Monday 18 May 2026
Taiwanese electronics firms poised to benefit as Western automakers localize E/E sourcing
Taiwanese electronics firms are poised to become key suppliers for Western automakers' next-generation vehicle electronics, with a wave of RFQs expected to convert into mass-production...