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Friday 1 May 2026
Apple earnings call signals a supply-constrained handoff to the Ternus era

Apple's fiscal second-quarter earnings call was less about the beat and more about positioning the next phase of leadership. The message...

Friday 1 May 2026
Apple's fiscal 2Q in numbers: iPhone surge, China rebound, margins hold

Apple Inc. beat Wall Street expectations in its fiscal second quarter, with strong iPhone demand, resilient Services growth and a rebound...

Wednesday 29 April 2026
BYD Electronics cites currency fluctuations for 1Q26 profit drop as market challenges emerge
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
Tuesday 28 April 2026
Apple and Asus defy PC market slump with growth in 2026
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
Tuesday 28 April 2026
Commentary: Tim Cook's sole omission during 15-year tenor
On December 6, 2022, Tim Cook stood on a construction site in Phoenix, Arizona, alongside President Biden, TSMC founder Morris Chang, and Nvidia CEO Jensen Huang. It was the tool-in...
Monday 27 April 2026
Apple's OLED transition tests backlight makers, with 2027 seen as turning point

Adoption of OLED by Apple is becoming inevitable, with Radiant Opto-Electronics Corp. (ROEC) chairman Justin Wang expecting the most visible...

Monday 27 April 2026
OpenAI reportedly taps Apple suppliers for hardware push; MediaTek, Qualcomm, Luxshare in focus

OpenAI's expanding push into consumer hardware is drawing attention to potential supply chain shifts, after industry analyst Ming-Chi...

Monday 27 April 2026
Apple's new CEO faces geopolitical and regulatory crosscurrents that could reshape the company's strategy
Apple's incoming chief executive confronts a web of diplomatic, political, and regulatory challenges that will test the company's ability to manage relationships with world leaders...
Monday 27 April 2026
Foxconn's 48% export surge cements India's role in Apple's supply chain
India's smartphone manufacturing expanded 8% year on year in 2025, driven by a 28% surge in exports and modest domestic sell-in growth of 1%, according to Counterpoint Research. Exports...
Monday 27 April 2026
DIGITIMES Insight: Will TSMC's 3nm expansion put Samsung's 2nm bid on the back foot?
As the AI buildout accelerates and chipmakers race to secure advanced process capacity, TSMC finds itself in an increasingly commanding position.
Friday 24 April 2026
Taiwan Mobile Offers Mac: First Telecom with Full Apple Ecosystem.

Taiwan Mobile today held a Mac launch event to announce that Mac products are now officially available. Centered around the theme "Small Bite. Big Possible.", Taiwan...

Friday 24 April 2026
Apple faces US$38B antitrust fine in India, eyes Trump card for relief
Apple faces a potential US$38 billion antitrust fine in India as Tim Cook prepares to hand leadership to John Ternus, raising both legal and business implications for the company and...
Thursday 23 April 2026
Apple reshapes AI strategy by doubling down on Siri and privacy
As OpenAI and xAI pivot toward enterprise markets inspired by Anthropic, and as OpenClaw sparks new visions for agent-based AI, Apple has finally set a clear AI focus for its 2026...
Thursday 23 April 2026
What Apple's new CEO inherits: AI, China, and a governance reckoning
Apple Inc. announced that John Ternus, Vice President of Hardware Engineering, will succeed Tim Cook as CEO in September, following Cook's 15-year tenure. The transition marks a pivotal...
Thursday 23 April 2026
Beyond infotainment: Google moves deeper into automotive with core vehicle systems
Silicon Valley is quietly reshaping the automotive value chain, and the shift is now working its way deep into the architecture of European carmakers.