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Thursday 17 September 2026
China optical suppliers power smart glasses supply chain
China's optical suppliers are playing a growing role in the global smart glasses, VR, and AR supply chain as AI glasses demand accelerates worldwide. Industry sources say more than 80% of smart glasses suppliers are from China, with Chinese vendors covering key areas from camera modules and light waveguides to microelectromechanical systems (MEMS) and batteries.
Thursday 17 September 2026
China's LCD trio flexes newfound pricing power as Taiwan panel makers retreat
China's top three liquid-crystal display (LCD) panel makers have sent written price-increase notices to customers for the first time, as Taiwan's leading panel makers sell factories and China tightens its grip on the global market. With South Korea and Japan already out of the thin-film-transistor LCD (TFT-LCD) market, China now controls more than 70% of LCD TV and monitor panel share, creating an effective oligopoly.
Thursday 17 September 2026
Intel CEO warns of 2027 memory crunch and tighter CPU supply
AI infrastructure expansion is turning memory supply into a major bottleneck for the semiconductor industry. Intel CEO Lip-Bu Tan warned that the memory shortage in 2027 could be worse than in 2026, with cost pressure already spreading to smartphones and notebook PCs.
Thursday 17 September 2026
Apple's foldable phone puts thinness, weight in focus

Apple's first foldable phone has sharpened global attention on smartphone design trade-offs, with weight, thickness, and component miniaturization becoming key benchmarks for consumers and competitors alike. For buyers worldwide, the latest competition suggests future handsets may be lighter, slimmer, and more expensive.

Wednesday 16 September 2026
Soaring memory costs threaten Netronix's e-reader growth, even as new display markets stay on track
Netronix said rapidly rising memory prices are squeezing the consumer electronics supply chain, raising e-book reader costs and slowing some e-paper display projects. Even so, the company still expects growth from color readers and advertising displays in 2027, helped by resilient supply-chain execution and demand for higher-value products.
Wednesday 16 September 2026
Samsung Exynos regains share as Galaxy phones test 2nm

Samsung Electronics' in-house Exynos application processors (APs) are steadily regaining lost ground in the global smartphone market. Samsung's share of the global smartphone AP market rose to 9% in the second quarter of 2026, up 2 percentage points from the previous quarter and 3 percentage points from a year earlier, marking a second straight quarterly increase.

Wednesday 16 September 2026
AR glasses target 2 billion myopia users as China supply chain eyes doubling shipments

Suppliers in China's AR glasses supply chain see the approximately 2 billion people worldwide with myopia as a potential market and said shipments are set to double year after year, even as the industry continues to sift winners from losers. At this year's China International Optoelectronic Exposition (CIOE), smart glasses remained a standout theme alongside optical communications.

Tuesday 15 September 2026
AI server tracker: OEM/EMS August revenue trends, operational outlook

Taiwan's original equipment manufacturer/electronics manufacturing services (OEM/EMS) sector is witnessing a structural split between explosive demand for artificial intelligence (AI) infrastructure and softening demand for legacy consumer device assembly in 2026. Monthly revenue data highlight how suppliers anchored to high-density compute racks, GPU-based servers, and high-speed network switches are delivering massive year-over-year gains, whereas manufacturers more reliant on standard notebooks face component supply bottlenecks.

Tuesday 15 September 2026
Inside CIOE: takeaways from China's biggest optoelectronics show
Last week, from September 9 to 11, thousands of vendors gathered for an enormous trade show in the Chinese tech hub of Shenzhen. At the China International Optoelectronic Expo (CIOE), DIGITIMES reporters got a peek into the trends going on within this booming industry.
Monday 14 September 2026
iPhone Duo's price opens room for Android rivals
Apple's new iPhone 18 series and first foldable, the iPhone Duo, could reshape smartphone demand worldwide by pushing some buyers toward Android rivals, channel players said. Higher launch prices may expand the premium market, but they could also slow some iPhone sales and intensify competition across midrange and flagship segments.
Monday 14 September 2026
India roundup: India says it cannot build electronics without China
India is accelerating its semiconductor and electronics ambitions, courting Taiwan, easing China restrictions, expanding local manufacturing and chip infrastructure, while global technology companies deepen investment despite rising costs and regulatory risks.
Friday 11 September 2026
Apple makes the hinge, not the screen, the centerpiece of its first foldable
Apple has built its first foldable around a component nobody sees. The iPhone Duo, unveiled 9 September and on sale from 23 October at a starting price of US$1,999, is defined less by its 7.6-inch inner display than by the mechanism underneath it — a hinge Apple says is engineered from more than 100 components, wrapped in a 3D-printed titanium cover, and designed to hold the panel flat rather than let it sag into the crease that has dogged the category since its first generation. That emphasis shifts the competitive contest in foldables to what has always been the manufacturing challenge: precision metal parts, not panel size.
Friday 11 September 2026
Quantum computer development is more about national security than profits, says expert

Japanese electronics giant NEC stopped development of gate-based superconducting quantum computer hardware at the end of March 2026. According to Japanese media reports, NEC concluded that the commercialization timeline for a physical quantum computer was too long and that hardware investment would be unlikely to deliver commensurate returns. The decision also reportedly prompted quantum R&D researchers to join Fujitsu.

Thursday 10 September 2026
Samsung pushes into display-equipped smart glasses as Meta leads market
Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form factor, display area, color and price, according to industry sources cited by TheElec.
Thursday 10 September 2026
India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it

A recommended corporate-fraud investigation would reach Xiaomi at the weakest point its India business has known. India's Serious Fraud Investigation Office (SFIO) has proposed a detailed probe into alleged irregularities in the company's business model and its compliance with foreign investment law, according to a government memorandum drafted in May and reported by Reuters on September 9.

Thursday 10 September 2026
AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand
AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the global semiconductor equipment market and opening higher-value opportunities for Taiwan's industrial PC (IPC) suppliers.
Thursday 10 September 2026
Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion
Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident in the continued momentum of AI demand.
Thursday 10 September 2026
CIOE 2026: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR glasses runs through the display industry rather than the semiconductor background, where most AR lens-making equipment comes from.
Thursday 10 September 2026
Apple just put a US$700 premium on hinges — seven supply chain takeaways
These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.
Thursday 10 September 2026
Samsung India reportedly cuts jobs as memory costs squeeze electronics unit
Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand squeeze margins across its local electronics operations.
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August revenue and first-eight-month revenue hit their highest levels in 13 years, as the company's multi-engine business strategy continued to gain traction.
Thursday 10 September 2026
Apple bets on new sensors and S11 chip to differentiate its 2026 watches
Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5 in Cupertino on 9 September, and the two watches share the key upgrades: an all-new Health Sensing System and the S11 chip, which Apple calls its most powerful wearable silicon.
Thursday 10 September 2026
Apple's first foldable lands at US$1,999, and constraint is the panel
Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are.
Wednesday 9 September 2026
CIOE 2026: Luxshare bets on flat optics to solve AR glasses' weight problem
At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.
Wednesday 9 September 2026
Weblink posts record August revenue on AI, premium computing demand
Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing and graphics products strengthened. The distributor also said revenue for the first eight months climbed 36.44% year-over-year to NT$25.604 billion, with both periods setting records for their respective periods.