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    NEWS TAGGED MOBILE COMPONENTS
    Friday 5 June 2026
    COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain
    Taiwan's optics makers, traditionally absent from PC-focused trade shows, made a landmark appearance at COMPUTEX 2026. Industry leaders including Largan Precision, Ability Opto-Electronics...
    Monday 25 May 2026
    BOE seeks Galaxy S27 OLED panel order by undercutting Samsung Display by US$5
    China-based BOE Technology Group is reportedly looking to supply OLED panels for the standard model of the Samsung Galaxy S27 smartphone by offering a price that is US$5 lower than...
    Friday 22 May 2026
    Memory shortage reaches smartphone OLED market as shipments fall 12%

    A global memory shortage is spreading into the smartphone OLED market, cutting handset production and adding pressure on display makers...

    Thursday 21 May 2026
    Analysis: Lens Technology seeks control of Ju Teng to expand beyond Apple
    Lens Technology's bid for control of Ju Teng International Holdings is putting renewed focus on changes in the notebook supply chain, as the Chinese supplier seeks to reduce its reliance...
    Wednesday 20 May 2026
    Xiaomi halts ultra-thin smartphone production as memory costs squeeze prices
    Xiaomi warns memory costs could push flagship phone prices past CNY10,000 (approx. US$1,468) in 2026, a development that would affect global consumers as higher-capacity models become...
    Tuesday 19 May 2026
    Lens Technology's Ju Teng bid puts China's notebook supply chain in focus

    Lens Technology is seeking control of Ju Teng International Holdings in a deal that could cost as much as US$337 million, expanding the...

    Monday 18 May 2026
    Huawei, Apple, and Xiaomi battle for market share with deep discounts
    Just after midnight on May 15, Apple quietly cut prices across its iPhone 17 lineup in China, lowering official retail prices for the iPhone 17 Pro series by CNY1000 (approx. US$146),...
    Friday 15 May 2026
    Broadcom loses South Korea appeal over fine for alleged coercive Samsung supply deal
    Broadcom lost its appeal in South Korea on May 13, 2026, when the Seoul High Court upheld a KRW191 billion (approx. US$130 million) fine for allegedly coercing Samsung Electronics...
    Monday 11 May 2026
    FocalTech forecasts return to growth as product mix improves
    FocalTech Systems said its business is expected to bottom out in the first quarter of 2026, with a recovery already underway and a return to growth in both revenue and profitability...
    Friday 8 May 2026
    Samsung reportedly testing 1.4nm Exynos 2800 with 96MB cache

    Samsung is reportedly testing a next-generation Exynos processor that could push the company's chip ambitions beyond smartphones, with...

    Wednesday 6 May 2026
    'Chipflation' hits Samsung, boosts Apple results
    As soaring memory prices fuel "chipflation," Samsung Electronics and Apple are taking sharply different approaches. Samsung's Mobile eXperience (MX) division is trying to protect profitability...
    Wednesday 6 May 2026
    Largan April revenue rises 24% annually; May pull-in remains strong
    Largan Precision on May 5 reported its self-calculated April consolidated revenue at NT$5.4 billion (US$169.7 million), down 1% from the previous month but up 24% from the same period...
    Tuesday 5 May 2026
    Memory crunch widens Apple-Android AP divide; agentic AI eyed as next catalyst
    DIGITIMES Research has released its latest forecast for smartphone application processor (AP) shipments, revealing a divergence between Apple and the Android ecosystem as the market...
    Monday 4 May 2026
    Asia Optical 1Q26 revenue, profit hit record highs on AI cooling and optics growth
    Asia Optical reported its first-quarter 2026 financial results, posting consolidated revenue of NT$6.21 billion (approx. US$196.43 million), up 15% year-over-year. Gross profit rose...
    Saturday 2 May 2026
    MediaTek lifts 2026 ASIC target to $2 billion despite smartphone market deterioration
    MediaTek held its earnings call on April 30, expressing a cautious outlook for the 2026 smartphone market. Despite this, growth in other applications is expected to effectively offset...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    VIA Labs Announces Hub Controllers for Multi-Display USB-C Docking
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook