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    US ban on Chinese optical modules could disrupt AI supply chain
    Aug 6, 18:42
    Old LCD fabs are being repurposed as AI advanced packaging hubs
    Aug 6, 18:42
    Exclusive: STATS ChipPAC plans broad price hikes in 2H26 as AI demand stays strong
    Aug 6, 18:42
    Interview: Nvidia exec on progress of CPO production and pluggable optics
    Aug 6, 18:42
    Eclusive: Wistron lands Oracle AI server order as it adds Lenovo and HPE
    Aug 6, 18:42
    China auto exports shift from price wars to value wars
    Aug 6, 18:42
    NEWS TAGGED SHIPMENTS
    Thursday 6 August 2026
    Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments

    Introduction

    Thursday 6 August 2026
    Primax Electronics posts higher 2Q revenue as margins come under pressure

    Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio...

    Thursday 6 August 2026
    China smartphone shipments fall 5.5% as 5G models gain share
    China smartphone shipments fell 5.5% year-over-year in the first half of 2026 even as 5G handset shipments rose 1.7%, according to the China Academy of Information and Communications...
    Thursday 6 August 2026
    AI orders give Soonest visibility into 2027

    Soonest Express said strong AI shipments and the traditional second-half peak are extending its supply-chain visibility into 2027....

    Thursday 6 August 2026
    Jeter says AI shipping demand and geopolitics lifted first-half profit
    Jeter reported stronger first-half 2026 earnings and said it expected momentum to continue in the second half as AI server shipments, semiconductor cargo, and tariff-related restocking...
    Thursday 6 August 2026
    WD points to HAMR ramp and long-term contracts as pricing power builds
    At its fiscal fourth-quarter 2026 earnings call on August 5, Western Digital (WD) laid out a near-term growth strategy centered on higher-capacity hard disk drives and multiyear customer...
    Thursday 6 August 2026
    Tung Yang July revenue rises 23% on stronger AM and OEM demand
    Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
    Thursday 6 August 2026
    Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

    The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

    Thursday 6 August 2026
    DRAM price surge lifts Samsung and Micron as SK Hynix loses share
    Samsung Electronics and Micron Technology are benefiting more strongly from rising conventional DRAM and NAND prices than SK Hynix, whose focus on high-bandwidth memory (HBM) has slowed...
    Wednesday 5 August 2026
    Foldable smartphone shipments are set to rise 20% as Apple enters the market
    Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
    Wednesday 5 August 2026
    Airoha optical comms revenue doubles as broadband lands CSPs
    Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
    Wednesday 5 August 2026
    Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
    After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
    Wednesday 5 August 2026
    Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
    Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
    Wednesday 5 August 2026
    Smartphone makers brace for lower volumes, higher prices, and deeper market split
    Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
    Wednesday 5 August 2026
    Apple's India breakthrough highlights a market betting on premium over volume
    Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
    1/62 pages
    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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