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    AMD 4Q25 revenue beats market estimates and to have another 30% on-year increase in 1Q26
    7min ago
    AI upgrade drives surge in high-capacity NOR flash shortages and price hikes
    Feb 3, 19:32
    2026 Lunar New Year becomes AI battleground among China's tech giants
    Feb 3, 19:32
    Tesla's 4680 battery technology rebounded with dry electrode breakthrough
    Feb 3, 19:32
    Yield rates to determine market share: Samsung and SK Hynix ready with 16-layer HBM4
    Feb 3, 19:32
    AI drives ODM/EMS growth amid weak consumer electronics in 2025
    Feb 3, 19:32
    NEWS TAGGED SHIPMENTS
    Wednesday 4 February 2026
    China leads the humanoid robot supply chain, with 2026 sales forecast to jump
    Morgan Stanley is bullish on China's humanoid robot market, forecasting sales to surge 133% year-over-year to 28,000 units in 2026. As supply-chain costs decline and mass production...
    Wednesday 4 February 2026
    Memory and upstream material price hikes squeeze profits, Chinese panel makers shift to ultra-large sizes
    Rising raw material costs and exchange rate fluctuations have driven upstream panel material suppliers in China to raise prices on glass substrates, polarizers, target materials, and...
    Tuesday 3 February 2026
    iPhone gains in China squeeze MediaTek, Qualcomm revenues
    Last week, Apple released its latest financial results for the first quarter of fiscal year 2026, with the iPhone 17 series continuing to post strong sales. Overall, iPhone shipments...
    Tuesday 3 February 2026
    AI redraws data center power architecture as rack-level energy systems go mainstream

    Generative AI (GenAI) is driving a surge in computing demand, pushing data center competition beyond server performance toward infrastructure...

    Tuesday 3 February 2026
    India's smartphone market posts mixed growth in 2025, premium segment drives value gains
    India's smartphone market experienced a mixed trajectory in 2025, according to Counterpoint Research. The year began on a softer note, weighed down by elevated inventory and...
    Tuesday 3 February 2026
    Nexperia plans Malaysia expansion in face of geopolitical risks and automotive supply concerns
    Geopolitical tensions between the Netherlands and China led to Nexperia halting shipments at the end of 2025, raising concerns over potential disruptions in the automotive semiconductor...
    Monday 2 February 2026
    Taiwan PCB makers vie for AI server market with new 2026 capacity
    As demand for AI infrastructure continues to grow steadily, major networking and server PCB suppliers such as Gold Circuit Electronics (GCE), First Hi-tec (FHt), and Allied Circuit...
    Sunday 1 February 2026
    China controls 80% of global AI glasses production
    China has become the primary manufacturing and innovation hub for AI glasses, backed by an integrated supply chain. Omdia and IDC forecast global shipments exceeding 10 million units...
    Sunday 1 February 2026
    LMOC ramps silicon photonics output with new MOCVD expansion plan
    LandMark Optoelectronics Corporation (LMOC) reported strong fourth-quarter 2025 performance, driven by a sharp ramp in silicon photonics (SiPh) shipments, with all three profitability...
    Saturday 31 January 2026
    LG Display plans KRW 2 trillion OLED investment in 2026, but holds back on next-gen IT panels

    LG Display, fresh off its first profitable year in four years, is preparing to step up investment in 2026 as it seeks to strengthen its...

    Saturday 31 January 2026
    China claims 64% of ESS battery market as South Korea scrambles to launch a comeback
    The global energy storage system (ESS) market based on lithium-ion batteries expanded in 2025. According to ET News and Ddaily, SNE Research reported that global...
    Friday 30 January 2026
    Taiwan's smartphone shipments exceeded 5 million in 2025, iPhone 17 drives market dynamics
    Taiwan's monthly smartphone shipments surpassed 500,000 units in October and November 2025, largely driven by strong sales of Apple's iPhone 17 series. However, shipments declined...
    Friday 30 January 2026
    Realtek expects networking to drive growth in 2026 amid PC market challenges
    Realtek Semiconductor outlined its outlook for the first quarter and full year of 2026 during its January 27, 2026, earnings call, highlighting networking applications as the key growth...
    Thursday 29 January 2026
    Analysis: China's chip price spiral has begun; a grey rhino threatening the 2026 supply chain
    China's semiconductor supply chain is sending a clear signal: a wave of "chip inflation" driven by mature-node manufacturing, memory, and packaging costs is no longer theoretical;...
    Thursday 29 January 2026
    Realtek tops US$3.8 billion in 2025 revenue, signals solid growth from customer restocking in 1H26
    Realtek said at its January 28, 2026, earnings call that fourth-quarter 2025 revenue reached NT$26.28 billion (US$840 million), down 10.9% from the previous quarter and 0.3% from a...
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    BIZ FOCUS
    Jan 30, 08:00
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook