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NEWS TAGGED 2026
Thursday 9 April 2026
Apple reportedly kicks off foldable iPhone trial production, final mass production timing undecided
Apple's first foldable smartphone is generating significant buzz as one of the few compelling topics in an otherwise subdued smartphone market. According to Apple's supply chain sources,...
Thursday 9 April 2026
GITEX AI Asia opens in Singapore as focus shifts to infrastructure, deployment

Artificial intelligence is entering a more infrastructure-driven phase, as companies at GITEX Asia 2026 highlighted growing constraints...

Thursday 9 April 2026
Samsung profit jumps on memory rally, chips drive over 90% of earnings
Samsung Electronics posted record first-quarter 2026 results, with more than 90% of earnings tied to its memory business, underscoring the scale of the AI-driven memory upcycle.
Thursday 9 April 2026
Samsung Foundry launches new 2nm temperature sensor IP to improve chip thermal and area efficiency
Samsung Electronics' foundry division has introduced a new temperature sensor intellectual property (IP) designed to address heat dissipation and area efficiency challenges in advanced...
Thursday 9 April 2026
Wi-Fi 7 orders set to overtake Wi-Fi 6 as businesses upgrade networks
After several years of anticipation, Wi-Fi 7 is finally beginning to gain traction. Industry suppliers say meaningful adoption did not begin until 2025, but many now expect 2026 to...
Thursday 9 April 2026
Phison Electronics sees AI-driven demand surge, downplays retail memory price swings
Phison Electronics reported consolidated revenue of NT$18.32 billion (approx. US$577.81 million) for March 2026, up 50% sequentially and 221% year over year, setting a new record high...
Thursday 9 April 2026
Microloops rides AI boom, aims to double 2026 revenue
Cooling module manufacturer Microloops has said its major cloud service provider (CSP) customer has been increasing pull-ins starting in the second quarterof 2026, driving significant...
Thursday 9 April 2026
Winmate eyes 2026 growth amid rising defense and edge AI demand
Winmate, an industrial PC (IPC) provider, has reported record-high revenue for March 2026 as global defense projects accelerate procurement and delivery schedules alongside growing...
Thursday 9 April 2026
Helium and tungsten shortages threaten South Korea's semiconductor industry
China's tightening grip on critical mineral exports is sending shockwaves through Asia's semiconductor supply chain. South Korea's chip industry, already on edge over the potential...
Thursday 9 April 2026
Corning's shift into AI server components could reshape data-center energy and supply-chain dynamics
Corning marks its 175th anniversary in 2026, celebrating a long history of materials innovation that began with contributions to Thomas Edison's light bulb and later the optical fiber...
Thursday 9 April 2026
China's memory capacity surge led by YMTC and CXMT shifts global supply in AI cycle
Global memory markets are entering a new restructuring cycle driven by AI demand, with China's YMTC and CXMT scaling capacity and state-backed investment to gain share in a sector...
Thursday 9 April 2026
Transcend posts record March sales, 1Q26 revenue hits nearly 80% of 2025
Memory module maker Transcend reported a new monthly revenue high in March 2026 of NT$5.7 billion (approx. US$178.8 million), up 78.6% month-over-month and 3.8 times year-over-year...
Thursday 9 April 2026
LinkCom sees 11% revenue drop in 1Q26 as DRAM shortage hits networking market
Magnetic component maker LinkCom Manufacturing reported that its revenue for the first quarter of 2026 fell by over 11% year-over-year, mainly due to the indirect impact of a supply-demand...
Thursday 9 April 2026
AI chip demand tightens ABF substrate supply, three-year upcycle in sight
As AI CPUs, GPUs, and application-specific integrated circuits (ASICs) advance to new generations, they are driving a sharp increase in both substrate size and layer counts. Simultaneously,...
Thursday 9 April 2026
Silicon Motion warns AI-driven NAND shortages will deepen in 2027, reshaping memory market
Silicon Motion said AI-driven NAND supply constraints are causing structural shifts in the memory industry and warned the imbalance will worsen in 2027 as cloud service provider demand...