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NEWS TAGGED 2026
Tuesday 20 January 2026
Nanya Technology posts 4Q25 profit over NT$10 billion, plans NT$50 billion capex in 2026
Memory maker Nanya Technology reported a strong rebound in the fourth quarter of 2025, driven by a more than 30% rise in DRAM average selling prices compared with the previous quarter...
Tuesday 20 January 2026
Foxconn deepened its manufacturing presence in China with new joint venture
Foxconn has established a joint venture, Henan Hongchuang Technology, in Zhengzhou, China, to enhance its manufacturing capabilities and supply chain resilience, with production set...
Tuesday 20 January 2026
Exclusive: Nvidia targets 2026 launch for Windows on Arm notebook
Nvidia is expanding its data center business while advancing personal and edge AI computing platforms, outlining a product roadmap that spans the current N1 and N1X series through...
Tuesday 20 January 2026
China's rare earth prices rise for 6th consecutive quarter, inflation pressure returns to supply chain
China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
Tuesday 20 January 2026
Memory supply constraints and rising costs force China's smartphone brands to scale back 2026 shipment forecasts
China's major smartphone manufacturers are revising their 2026 shipment forecasts downward amid tightening memory supply and surging prices, according to Jiemian News. Xiaomi,...
Tuesday 20 January 2026
Smartphone chips hit 2nm in 2026. The real shock is the cost
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Tuesday 20 January 2026
BTL sees strong AI server orders, visibility extends to 2Q26
Cloud service providers (CSPs) are significantly increasing capital expenditures, continuously investing in high-end AI servers and deploying cloud AI computing projects. This surge...
Tuesday 20 January 2026
Vivo faces intensified competition in 2026 despite strong X300 smartphone sales
Vivo has recently shown strong performance driven by robust sales of its X300 smartphone series. However, as the company looks to 2026, industry analysts warn that it will encounter...
Tuesday 20 January 2026
Rising memory prices threaten consumer electronics growth, squeezing smartphone, notebook, and TV markets
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
Tuesday 20 January 2026
Memory price surge reshapes China's PC assembly market with renewed interest in older platforms
In early 2026, global memory prices continued their steep climb, intensifying cost pressures on the consumer electronics industry. This trend has sparked a notable shift in China's...
Monday 19 January 2026
SSD controllers face five challenges as NAND shortage drives sky-high prices
NAND flash prices have increased dramatically. Supply and demand are unlikely to ease this year as AI technology giants and large cloud service providers (CSPs) aggressively purchase...
Monday 19 January 2026
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...
Monday 19 January 2026
Taiwan carves robotics niche as humanoids proliferate
"Physical AI"—the fusion of artificial intelligence with machines that move, sense, and act in the real world—emerged as a defining theme at CES 2026, where Chinese robotics...
Monday 19 January 2026
TSMC eyes rapid 2nm growth in 2026 through high capex and US-Taiwan expansion
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
Monday 19 January 2026
Tariffs reshuffle global supply chains, but US manufacturing revival remains elusive
Geopolitics has become an unavoidable force shaping business decisions in 2026. Shifting tariff policies under President Donald Trump have pushed global supply chains away from pure...