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Thursday 1 October 2026
Charts: Micron earns its best margins from PCs, phones, not AI
Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall.
Thursday 1 October 2026
China ramps up Micro OLED capacity ahead of proven smart glasses demand
As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution,...
Thursday 1 October 2026
Volvo Taiwan sees AI wealth lift economy, but not yet car demand
Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into...
Wednesday 30 September 2026
Leisure vehicles become Eurocharm's largest segment with capacity expanding in Vietnam, North America
Taiwan's Eurocharm Holdings, an OEM automotive and motorcycle parts maker, said at an earnings call on September 29 that leisure vehicles had become its largest product segment, as...
Wednesday 30 September 2026
China auto market cools as Taiwan suppliers brace for 2H26 inventory cuts
China's auto market is under pressure from high oil prices and shrinking subsidies, weakening domestic sales even as exports keep growing. Taiwanese supply-chain companies are responding...
Wednesday 30 September 2026
Inside Anthropic's multi-billion-dollar loop: how circular financing powers the AI boom
As Anthropic prepares to ask public markets to back its expansion, confidential IPO filing details seen by Reuters reveal how heavily the AI developer relies on a small group...
Tuesday 29 September 2026
Meta adds camera-free AI glasses as Samsung prepares 2026 launch
Meta has introduced a camera-free smart glasses model while Samsung Electronics prepares to enter the AI glasses market in 2026, as privacy concerns and product design trade-offs reshape...
Tuesday 29 September 2026
Apple's foldable iPhone Duo faces low yields ahead of October launch
Apple's first foldable handset, the iPhone Duo, is nearing launch in October, but reports from China said production remains constrained by low yields in final assembly, panels, and...
Tuesday 29 September 2026
Advantech's North America expansion signals a deeper shift toward local manufacturing, services

Advantech is expanding manufacturing, engineering, and fulfillment capabilities in North America as demand grows for locally designed...

Tuesday 29 September 2026
Global 2026 EV sales to grow just 6.5% as Chinese exports become primary driver
DIGITIMES Intelligence forecasts global electric vehicle (EV) sales to reach 22.34 million units in 2026, representing a modest 6.5% year-over-year increase—a sharp deceleration...
Monday 28 September 2026
Nvidia adds a record US$150 billion to its stock buyback
Nvidia's board has approved an extra US$150 billion for the company's share repurchase program. That raises the total still available for buybacks to US$235 billion. The company said...
Friday 25 September 2026
Dutch PM presses US to avoid tighter ASML China curbs
Dutch Prime Minister Rob Jetten is pressing Washington to avoid another round of export restrictions on ASML's China business as US lawmakers pursue legislation that could tighten...
Thursday 24 September 2026
Honda eyes Ohio hybrid plant amid pivot to North America
Honda Motor Co. is planning to invest JPY300 billion to JPY400 billion (about US$1.9 billion to US$2.5 billion) in a new hybrid electric vehicle plant in Ohio, with production targeted...
Thursday 24 September 2026
ASML system sales in Europe remain at zero as EU debates Chips Act 2.0

European Union industry ministers are set to debate the proposed Chips Act 2.0 in Brussels on September 24, days after a senior ASML...

Thursday 24 September 2026
Skoda's top earner CEO jumps to Volvo, rattling Volkswagen Group

Skoda CEO Klaus Zellmer, long seen as one of Volkswagen Group's top-performing brand executives, will leave the company and become president...