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Saturday 11 April 2026

Samsung Exynos 2700 benchmark leak offers early look at 2nm SF2P performance

Samsung's next-generation mobile processor, the Exynos 2700, has appeared in early benchmark tests, offering one of the first real-world signals of how its second-generation 2nm process may perform ahead of mass production.

Friday 10 April 2026

Why South Korean panel makers see rising profits despite chip price inflation

Amid rising chip prices, the industry generally anticipates a downturn in the mobile phone and notebook markets in 2026. For South Korea's panel industry, however, optimism continues to emerge. Analysts have pointed out that as demand for lower-end products continues to shrink, the overall end-user market is gradually consolidating toward high-end products. This puts South Korean manufacturers, which have long cultivated the high-end panel market, on a path to robust performance and resilience.

Thursday 9 April 2026

Hinge maker Jarllytec expands into optical communications, targets AI server demand

Jarllytec said operations rebounded in March 2026, driven by shipments of new hinge components for Chinese foldable smartphones. In the near term, shipment peaks for these products, alongside new notebook models from US clients, are expected to support steady growth in the second quarter. The company reported March revenue of NT$637 million (approx. US$20 million), up 40% month-over-month but down 36% year-over-year.

Wednesday 8 April 2026

China intervenes in memory supply; Apple outpaces local smartphone vendors

Memory shortages are pushing prices sharply higher, forcing a reshuffle across the consumer electronics market. Chinese authorities have intervened for a second time, convening domestic memory leaders CXMT and YMTC to provide "strategic support" aimed at stabilizing prices and containing supply chain costs for local brands. Yet with a wide supply-demand gap in DRAM and NAND flash, near-term price stabilization remains unlikely.

Wednesday 8 April 2026

Samsung's Roh Tae-moon visits Tokyo, targets Japan Android leadership

Samsung Electronics's Device eXperience (DX) head Roh Tae-moon personally visited Tokyo on April 1, marking his first trip to Japan this year. Although Apple has long dominated Japan's smartphone market, Samsung has recently seen a resurgence driven by its Galaxy series. Roh's visit signals a strategic push to expand Samsung's market share in Japan.

Thursday 2 April 2026

Mobile chip inventory correction weighs on OSAT supply chain

As the industry enters the stocking phase ahead of new smartphone launches, mobile chip customers are undergoing an inventory adjustment period. The supply chain indicates that this demand correction has cascaded from IC design down to foundry, packaging, and testing — expected to significantly dampen order growth for Taiwanese OSAT players such as ASE, SPIL, and KYEC heading into the consumer peak season.

Wednesday 1 April 2026

Samsung's 2nm Exynos 2600 loses to Qualcomm's 3nm on battery and thermals

Samsung's Exynos 2600 application processor (AP), built on the company's 2nm process, lags in battery endurance behind Qualcomm's Snapdragon 8 Elite Gen 5 — a 3nm chip — by about 30%, according to a recent test. This gap has had a tangible impact on Samsung Electronics' Galaxy S26 series, with battery life varying significantly across regions depending on which AP the device uses.

Tuesday 31 March 2026

Samsung targets 1nm production by 2030, challenges TSMC with new chiplet technology

Samsung Electronics is aiming to launch its 1nm semiconductor process by 2030 as part of a direct technological competition with rival TSMC. The move seeks to secure leadership in the next-generation semiconductor market.

Tuesday 31 March 2026

Memory chip shortage drives surge in China's used phone chip market

The used mobile phone recycling market in China has recently heated up, with even non-functional old phones being collected at significantly higher prices than before. This surge is driven by a severe global shortage of consumer-grade memory chips.

Monday 30 March 2026

AI optical boom forces FICG into overdrive expansion

Demand for optical communication modules driven by artificial intelligence is exceeding supply, prompting FIC Global (FICG) to accelerate capacity expansion in Malaysia and China, the company said.

Tuesday 24 March 2026

Rising costs and soft demand prolong smartphone panel slump; AMOLED prices to drop over 20% in 2H26

As March nears its end, the smartphone panel market has yet to see a post-Lunar New Year replenishment cycle. With upstream costs rising and end demand softening, overall market conditions continue to deteriorate.

Sunday 22 March 2026

MediaTek, Microsoft Research crack AOC power barrier with Micro LED, 50% reduction

A joint R&D team, including MediaTek, Microsoft Research, and other suppliers, has developed a next-generation active optical cable (AOC) based on miniaturized Micro LED light sources. The Active Micro LED Cable delivers copper-like reliability while significantly extending transmission distance.

Saturday 21 March 2026

Analysis: Samsung's Exynos chip rebounds with mixed performance in 2nm era

Samsung Electronics' self-developed mobile application processor (AP) series, Exynos, long criticized for poor performance and overheating issues, is showing signs of revival. The new Exynos 2600, built on the advanced 2nm second-generation process (SF2), has delivered unexpectedly strong performance results compared to its previous chips, laying a foundation for the once-struggling chip line to bounce back.

Thursday 19 March 2026

Samsung strike vote nears, DS and DX divisions clash over bonuses

As Samsung Electronics' union members vote on whether to strike, market attention is shifting from the labor negotiations themselves to the disparities in benefits and potential conflicts of interest between the company's two core business groups: Device Solutions (DS) and Device Experience (DX).

Wednesday 18 March 2026

Samsung taps Apple, IBM, Walmart executives in global talent push

Samsung Electronics is actively recruiting top global talent, having lured several senior executives from multinational giants such as Apple, IBM, and Walmart through 2025. The move aims to strengthen the competitiveness of its mobile eXperience (MX) and visual display (VD) businesses.

Wednesday 18 March 2026

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports. Industry insiders assess that Apple likely made this decision to reduce costs while buying time to improve its in-house N-series chip specifications.

Wednesday 18 March 2026

AI data center optics boom lifts Ezconn; orders seen through 3Q26, margin floor set at 50%

Surging global investment in AI data centers is accelerating growth for optical communications supplier Ezconn, which posted record revenue in 2025 after surpassing NT$10 billion for the first time.

Wednesday 11 March 2026

Vivo targets 20% growth for Taiwan phone sales in 2026 despite component price hikes

Vivo unveiled its V70 series in Taiwan on the March 10, aiming to drive continued growth in its 2026 local operations by bringing flagship features to a broader audience. Although Taiwan's smartphone market is expected to slow in 2025 due to high penetration rates and the price of components continues to rise, Vivo Taiwan President Yi-ting Chen said the company plans to boost revenue by 30% and increase shipment volume by 20% through targeted product segmentation and innovative marketing strategies.

Monday 9 March 2026

Next-gen flagship smartphones shift to optical innovation with variable aperture and metalens

The global smartphone market is shifting from volume expansion to value-driven competition. Although rising costs have slowed shipment growth, optical specifications remain the main arena where flagship models differentiate themselves.

Monday 9 March 2026

Samsung Display secures largest OLED supply for iPhone 17e, BOE's lead role questioned

Samsung Display (SDC) has reportedly secured the largest share of orders supplying OLED panels for Apple's latest budget smartphone, the iPhone 17e. This development overturns earlier industry forecasts that predicted BOE Technology Group (BOE) would be the primary OLED supplier for the iPhone 17e.

Friday 6 March 2026

Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion

Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones" in Africa, the Middle East and Africa (MEA) region is not only a major sales hub but also a critical market segment.

Thursday 5 March 2026

How Apple's 'triple $599' strategy could change everything for 2026

While thousands of tech executives gathered this week in the cavernous halls of Barcelona for the Mobile World Congress (MWC), showcasing motorized cameras and ultra-thin folding screens that few will ever buy, Apple executed a far more consequential maneuver from the quiet of its California headquarters.

Wednesday 4 March 2026

Despite memory shortage and price surge extending through 2026, three industries hold strong purchasing power

The global memory market faces ongoing shortages and price hikes driven by robust AI data-center demand, sparking a fierce resource competition expected to last through 2026. However, semiconductor and IC distribution players identify three major industry groups that remain resilient amid the supply crunch, experiencing relatively limited disruption.

Tuesday 3 March 2026

From smartphone plateau to AI expansion: MWC 2026 signals the next connectivity paradigm

The Mobile World Congress (MWC) 2026, held from March 2 to 5, showcased a decisive shift for the global mobile industry. No longer centered solely on smartphones, this year's event highlights a broader, deeply integrated ecosystem spanning satellite communications, WiFi 8, AI, automotive connectivity, and robotics—signaling the next growth chapter for wireless technologies.

Monday 2 March 2026

Airoha eyes strong 2026 growth with optical, Ethernet, and fixed broadband

A subsidiary of MediaTek, Airoha held an investor briefing on February 26, outlining its outlook for continued growth. The company said it expects consolidated revenue to reach a record high in 2025, supported by steady expansion in both revenue and profitability.

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