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Jul 7
Huawei's Mate 90 to debut Kirin 2026 processor built on Tau Law

Huawei's next-generation flagship Mate 90 smartphone series has reportedly entered the chip packaging and testing stage, according to sources within China's supply chain. The lineup is expected to launch in September 2026 and will be the first to feature Huawei's new Kirin 2026 flagship processor, which is based on the company's Tau Scaling (τ) concept. The device is expected to be one of Huawei's flagship demonstrations of its post-Moore semiconductor strategy.

Apple's supply chain for OLED display driver ICs (DDI) — the chips that control how a screen's pixels light up — is diversifying, loosening Samsung's exclusive hold on the segment, while a wave of new premium devices, including Apple's upcoming foldable devices, promises to expand the overall market.
Apple's first foldable iPhone has entered production, according to reports from multiple Chinese supply-chain outlets, though the device may carry a record price tag and reach buyers later than its formal unveiling.
Genius Electronic Optical (GSEO) reported consolidated revenue of NT$1.739 billion (approx. US$54.3 million) for June, up 6.77% from NT$1.629 billion in May.
Wireless communications specialist Climax Technology is preparing for a listing on the TWSE mainboard later this month after posting record first-half 2026 revenue, supported by broad-based demand across Europe and North America. With production running at full utilization, the company is investing NT$2.3 billion (approx. US$71.72 million) in a new manufacturing facility in northern Taiwan to support its next phase of growth.

Apple's recent price increases for Mac and iPad products are rapidly spilling into the used-device market, as consumers turn to refurbished and secondhand channels to fight inflation. Data from Chinese secondhand trading platforms show that some MacBook models have risen by nearly CNY1,000 (US$147.29) within just 10 days, signaling a new round of price swings in the end-user market.

Amazon is preparing to launch its initial internet service for its low Earth orbit satellite network later this year, marking a key step in its attempt to turn Amazon Leo from a delayed space project into a commercial broadband platform.

Apple's first foldable phone is expected to sharpen competition with Samsung Electronics and Huawei, boost global shipments, and lift average selling prices. The device has yet to launch, but its entry is already shaping expectations for a busier second half, as other major brands prepare new models for global buyers.
The foldable phone market is set for a busy second half as Samsung, Huawei, Apple, and Chinese rivals line up new models. Wider launches, higher prices, and fresh designs could lift shipments in 2026, affecting consumer choices, app development, and supply chains across global markets.

Apple is reportedly planning to launch at least five new models by this time next year, with the company expanding its foldables' production. Amid surging component prices and a weakening smartphone market, these moves may be a bid to gain market share while rivals are on the back foot.

With supply chain inventory normalization largely complete, Sonix Technology (Sonix) has seen business momentum recover. The MCU supplier is benefiting from resilient demand for microcontrollers used in medical monitoring devices and steady shipments of multimedia image-processing chips, giving it better order visibility for 2026 than in previous years. Meanwhile, the company's drone business has entered niche commercial and industrial applications, providing a stepping stone toward higher-end markets.
Sharp is moving deeper into satellite communications as it seeks to extend its networking technologies beyond consumer devices and into industrial infrastructure.