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NEWS TAGGED 2026
Wednesday 28 October 2026
Celestica says awarded programs already put 2028 demand above its 2027 outlook
Celestica said customer demand forecasts for 2028, based solely on programs it has already won, are "meaningfully higher" than its 2027 revenue outlook, as it used its October 27 Investor...
Wednesday 28 October 2026
Seagate sees a multi-year storage upcycle as long-term deals lock up supply through 2028
Seagate Technology told investors it is "still in the early days of a multi-year growth phase" for mass-capacity storage, with demand visibility "extending beyond 2030" and most of...
Wednesday 28 October 2026
Simmtech steps up SOCAMM investment as BT substrate supply tightens
Major package substrate makers, including Samsung Electro-Mechanics (Semco), are concentrating capital spending on large, high-layer-count ABF substrates, while capacity expansion...
Wednesday 28 October 2026
Cambricon profit jumps 131%, CEO says firm never gave 1 million-chip forecast
Chinese AI chipmaker Cambricon Technologies reported a 131.49% increase in net profit attributable to shareholders for the first nine months of 2026, while revenue more than doubled...
Wednesday 28 October 2026
TLB develops SOCAMM3 substrates; Vietnam plant to break ground
South Korean memory module substrate maker TLB has begun developing substrates for SOCAMM3, a next-generation low-power memory module for AI servers, with two major memory customers...
Wednesday 28 October 2026
Huawei elevates consumer chief Gang He to board as consumer unit gains strategic weight
Huawei Technologies has reshuffled its top leadership, appointing Consumer Business Group (BG) CEO Gang He to its 17-member board. The move follows the departure of former board member...
Wednesday 28 October 2026
Goke Microelectronics raises KGD packaging prices again
China-based IC design firm Goke Microelectronics will raise prices for its Known Good Die (KGD) packaged products by US$0.5 to US$1.5 per unit from November 2026, depending on capacity...
Wednesday 28 October 2026
Macronix posts record 3Q26 profit as gross margin hits 70%
Memory maker Macronix International set a new quarterly record in the third quarter of 2026, with gross margin reaching 70.5% and net profit after tax totaling NT$109.5 billion (approx...
Wednesday 28 October 2026
Analysis: What happens if Claude demand cools before its compute bills do?
Anthropic's IPO filing presents a company growing quickly enough to justify one of the AI industry's most aggressive infrastructure buildouts. But buried in the prospectus is a less...
Wednesday 28 October 2026
GMIF2026 Exhibition Recap: Innovation Across AI Memory and Storage Chain

The 5th GMIF Innovation Summit (Global Memory Innovation Forum 2026, GMIF2026), co-hosted by the Shenzhen Memory Industry Association (SMIA) and the School of Integrated...

Tuesday 27 October 2026
Jensen and Musk both think aging GPUs are worth more than the books show
Speaking at GTC Berlin and on SpaceX's third-quarter 2026 earnings call, respectively, Nvidia CEO Jensen Huang and Tesla CEO Elon Musk reached a rare consensus on a pivotal topic:...
Tuesday 27 October 2026
Tesla sees Cybercab becoming a new growth bet amid declining auto revenue
Tesla's automotive business weakened in the third quarter of 2026 as lower average vehicle prices and battery shortages pressured revenue and profit, while the company accelerated...
Tuesday 27 October 2026
Chinese EVs push imported models ahead of South Korean vehicles
Imported electric vehicles captured more than half of South Korea's new electric passenger-car registrations during the first nine months of 2026, marking the first time the share...
Tuesday 27 October 2026
JIMTOF 2026 draws 94 Taiwan machine tool exhibitors
One of the world's three major machine tool shows, Japan's International Machine Tool Fair (JIMTOF 2026), opened this week, with 94 Taiwan companies exhibiting. The exhibitors are...
Tuesday 27 October 2026
AI spending surges, Microsoft opens exit door to 60,000 employees
Microsoft launched a time-limited Voluntary Exit Offer (VEO) for approximately 60,000 employees in the US, Canada, the UK and India, as the software and cloud provider reshapes its...