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Friday 30 October 2026
Taiwan's economic indicator signals 'booming' for 10th straight month on AI-driven shipments
Taiwan's economy has stayed in "booming" territory for a record 10th consecutive month, according to the monitoring indicator compiled by the National Development Council (NDC), the...
Friday 30 October 2026
Yageo plans 10-15% capacity expansion in 2027 as AI demand pushes utilization above 95%
Passive component manufacturer Yageo said robust AI demand is driving shipments of multilayer ceramic capacitors (MLCCs) and tantalum capacitors, pushing AI-related applications to...
Friday 30 October 2026
CoreIntelligence sees in-car projection demand jump 60–70% in 2027
Taiwan-based CoreIntelligence Holdings Corporation (CiHC) expects demand for its in-car projection products to grow 60% to 70% in 2027, as high-end projection solutions and immersive...
Friday 30 October 2026
Intel's AI PCs are selling, but the wider PC recovery is still missing
Intel's growing AI PC sales are coexisting with a shrinking PC market, as memory constraints weaken purchases and computer makers reduce processor inventories. The distinction matters...
Friday 30 October 2026
Memory price surge clouds peak season; Chinese brands' 4Q26 smartphone shipments to drop over 35%
Despite new smartphone launches from Apple, Huawei, Oppo, Vivo, and Xiaomi, rising memory prices are weakening sales momentum and prompting Chinese smartphone brands to adjust their...
Thursday 29 October 2026
Server CPU shipments set to surge 46% in 2027, with AMD eyeing revenue crown
Global server CPU shipments are projected to surpass the 50 million-unit milestone for the first time in 2027, reaching 52.6 million units as demand accelerates alongside the industry-wide...
Thursday 29 October 2026
Asus notebook shipments hold steady as commercial PCs offset gaming decline
The global notebook market faces steep cost increases for key components including memory and processors, but Asus is keeping annual shipments relatively stable through its commercial...
Thursday 29 October 2026
iPhone Duo sales beat expectations as first batch sells out
Apple's first foldable smartphone, the iPhone Duo, saw strong demand despite a typhoon disrupting its launch day. Telecom operators said sales have remained robust since the launch,...
Thursday 29 October 2026
LG Innotek revenue tops KRW6T in 3Q26, profit halves
LG Innotek’s 2026 third-quarter revenue topped KRW6 trillion (approximately US$4.52 billion) for the first time, driven by new mobile-device launches and technology adoption...
Wednesday 28 October 2026
UMC utilization tops 90% in 2H26 as AI demand drives expansion
United Microelectronics (UMC) saw operating momentum strengthen in the third quarter of 2026, as demand for artificial intelligence (AI), high-performance computing (HPC), communications,...
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...
Tuesday 27 October 2026
Samsung, SK Hynix eye 2Q27 shipments of 8-layer HBM4 to Nvidia
Samsung Electronics and SK Hynix are targeting the second quarter of 2027 to begin volume shipments of eight-layer HBM4 memory to Nvidia, ZDNet Korea reported on October 26,...
Tuesday 27 October 2026
DRAM price gains fall short as supply shrinks up to 50%
DRAM price growth has slowed sharply in the fourth quarter of 2026, but severe supply shortages are intensifying as manufacturers continue to restrict shipments. Industry sources expect...