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Thursday 25 June 2026
Taiwan electronics production jumps 93% in first five months of 2026 on AI boom
Taiwan's Ministry of Economic Affairs (MOEA) released industrial production statistics for May 2026 on June 24, reporting that Taiwan's computer, electronic products, and optical products sector—led by servers, switches, semiconductor testing equipment and components, and solid-state drives—saw production increase 36.62% year over year. This was attributed to the rapid expansion of artificial intelligence (AI) applications, continued strong demand for computing power, and aggressive capacity expansion in the semiconductor industry. Cumulatively, from January to May, production increased 93.17% compared with the same period in 2025, ranking first among all industrial sectors.
Thursday 25 June 2026
Acer Gadget sees double-digit growth as PC peripherals and smart living drive expansion
Acer Gadget said momentum in its core PC peripherals and smart living accessories businesses drove a record revenue start to 2026, signaling potential improvement in operating performance later this year. For global consumers and retailers, the company's gains highlight how cross-border e-commerce, pricing pressure, and product mix shifts are shaping demand across major online platforms.
Thursday 25 June 2026
China PC shipments fall as Huawei gains ground in weakening market
China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand, economic uncertainty, and rising component costs, trends that may affect global PC supply, pricing, and vendor strategy throughout the year.
Wednesday 24 June 2026
Imoo overtakes Samsung to become No. 4 smartwatch brand
Imoo beat Samsung Electronics, Oppo, and Garmin to rank as the world's No. 4 smartwatch brand in global smartwatch sales in the first quarter of 2026. In fact, imoo's global smartwatch shipments have matched Samsung's in recent years, according to Counterpoint.
Wednesday 24 June 2026
Meta and EssilorLuxottica launch budget AI glasses line as smart eyewear portfolio expands to four products
Meta and EssilorLuxottica announced on June 23 the launch of Meta Glasses, a new co-branded AI glasses collection starting at $299, positioned as the more accessible entry point in a portfolio that now spans four distinct product lines.
Wednesday 24 June 2026
Gogoro CEO says 2026 is the company's most critical year as Luna model targets a market turnaround
As Taiwan's first pure electric scooter brand, Gogoro has continued to attract market attention for both its technological innovation and its influence on industrial development and supply chain changes. After the launch event for its new scooter model "Luna," Gogoro CEO Henry Chiang said in an interview that the team is highly confident in the new model. He joked that even if the development timeline had been extended further, it would be difficult at this stage to identify additional areas where the product could be significantly improved. However, he emphasized that Gogoro will continue exploring new technologies that align with the product's positioning and market demand.
Wednesday 24 June 2026
Flexible AMOLED phone panel prices face pressure amid ongoing memory cost rise
Global smartphone buyers may see continued pricing pressure across display supply chains as a weak handset recovery and rising memory costs weigh on panel makers. In China and other markets, aggressive promotions have not revived replacement demand, leaving flexible AMOLED panels under the heaviest pressure into the third quarter.
Wednesday 24 June 2026
Column: Spain's Multiverse Computing builds case for on-device AI to curb soaring cloud costs

As generative AI moves from pilot projects to large-scale deployment in 2026, enterprises are facing a growing problem: AI bill anxiety.

Wednesday 24 June 2026
Foldable iPhone centers on South Korean OLEDs for supply in 2026
Samsung Display (SDC) has reportedly won Apple's production approval for the OLED modules used in its first foldable iPhone and has officially begun production for initial shipments. Along with LG Display (LGD), the two South Korean makers will handle OLED orders across Apple devices in the second half of 2026.
Monday 22 June 2026
AI demolishes traditional tech: how NPUs and AI RAN are rewriting European infrastructure

AI is no longer a localized software novelty. It is now aggressively wiping out traditional hardware infrastructure across Europe. According to new market intelligence reports from CONTEXT World, there has been an unprecedented displacement of legacy systems. Driven by complex professional workflows, massive public sector procurement, and a fundamental restructuring of telecommunications networks, AI-optimized hardware has transitioned from a progressive choice to an absolute operational necessity.

Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the affordability of its budget phones. At the same time, Samsung is seeking to use its new AI features to encourage new device purchases as memory prices dampen smartphone sales globally.

Friday 19 June 2026
Df-OS targets traceability gap in India's electronics manufacturing
India's air-conditioner supply chain may be becoming an early test case for a broader electronics manufacturing challenge: how to trace products, components, process data, and defects across high-volume production networks.
Thursday 18 June 2026
Clevo PC shipments grow against trends, targeting double-digit on-year growth
PC shipments have been affected by shortages and price increases for memory and processors, and market research firms generally expect full-year 2026 shipments to decline by double digits. Clevo, which focuses on niche markets, expects its 2026 shipments to grow compared with 2025, with a possibility of achieving double-digit shipment growth.
Thursday 18 June 2026
Acer builds inventory to record high; price increases slowing
Acer Chairman Jason Chen said that PC shipments may decline in the second half of 2026. However, as average selling prices (ASP) continue to rise, the overall impact on revenue should remain manageable. He is optimistic that Nvidia's RTX Spark launch could bring momentum into the PC industry and further develop the AI PC market.
Wednesday 17 June 2026
Snap unveils Specs AR glasses as AI wearables market expands

Snap unveiled its new Specs augmented reality (AR) glasses at the Augmented World Expo on June 16. Its offering comes at a time when electronics and AI companies are delving into the competitive smart wearables market, with some at very affordable price points.

Wednesday 17 June 2026
Apple's foldable iPhone launch may slip to early 2027

Apple's first foldable iPhone could arrive later than some market expectations, with supply chain sources indicating the device may not reach consumers until early 2027, pushing back the launch schedule for the company's entry into the foldable smartphone segment.

Wednesday 17 June 2026
India's PC market jumps in 1Q26 as notebook demand surges

India's PC market expanded sharply in the first quarter of 2026, a shift with implications that reach beyond the country's borders as vendors, buyers, and policymakers all responded to rising component costs. Strong notebook demand, government education tenders, and inventory front-loading lifted shipments, even as desktops weakened and the tablet market showed mixed trends.

Wednesday 17 June 2026
EssilorLuxottica, Applied Materials team up on smart eyewear technology
EssilorLuxottica and Applied Materials have agreed to a long-term partnership to speed development of intelligent optical systems for augmented reality and AI-powered smart eyewear, a move that could help shape future consumer devices used by people around the world. The companies said the effort aims to make advanced display glasses lighter, more capable, and easier to manufacture at scale.
Wednesday 17 June 2026
AI PC design wins, drone business to boost Elan in 2H26
In light of tensions concerning non-China supply chains, microcontroller unit (MCU) supplier Elan Microelectronics expects stronger performance in the second half of 2026 as new AI PC programs enter production following the newly established drone business.
Wednesday 17 June 2026
Huawei raises end-consumer product prices from July
Huawei has notified partners and channel distributors that it will raise end-customer prices across its Intelligent Collaboration product line from July 1 this year, as the AI computing buildout tightens chip and component supply across the global semiconductor chain. The move follows Lenovo's earlier price increase and underscores mounting cost pressure on enterprise devices.
Tuesday 16 June 2026
Huawei readies HarmonyOS desktop PCs for September enterprise launch

Huawei is preparing to launch commercial HarmonyOS-powered desktop PCs in September, marking another step in its effort to extend its self-developed operating system from smartphones and tablets into enterprise computing.

Tuesday 16 June 2026
Apple's Siri AI push drives 12GB DRAM demand for Samsung and SK Hynix

Apple is stepping up the AI capabilities of its Siri voice assistant, and analysts say memory chip demand will rise along with it, potentially benefiting Apple's suppliers such as Samsung Electronics and SK Hynix. The shift could drive both shipment growth and higher prices for mobile DRAM.

Tuesday 16 June 2026
Ubiqconn returns to YoY revenue growth in May as unmanned systems business expands
Ubiqconn Technology reported consolidated revenue of NT$121 million (approx. US$3.84 million) for May 2026, down 7% from the previous month but up 2% year-over-year, marking a return to monthly revenue growth. Cumulative consolidated revenue for the first five months of 2026 totaled NT$799 million.
Tuesday 16 June 2026
Apple leans on Google Cloud and Nvidia GPUs in a pragmatic AI reset
After Apple's WWDC 2026 keynote, online rumors claimed that only premium devices with 12GB of memory could run on-device AI, but DIGITIMES analyst Luke Lin said on a podcast that that was just Apple's messaging. Most on-device AI features only need 8GB of memory; only the Apple-defined advanced on-device AI requires the higher 12GB spec.
Monday 15 June 2026
Weekly news roundup: Samsung foundry profit rebound may come in 3Q26; Nvidia unveils AI PC vision
Below are the most-read DIGITIMES Asia stories from the week of June 8-14, 2026: