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Thursday 26 February 2026
WinWay sees AI-driven demand push 2025 records, plans Kaohsiung expansion
Semiconductor test interface maker WinWay reported record 2025 revenue and profit driven by demand from AI, high-performance computing, and ASIC markets, and announced a NT$3.499 billion...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
Samsung pushes Galaxy S26 output despite chipflation headwinds
On February 26, 2026, Samsung Electronics officially launched its latest flagship Galaxy S26 smartphone series alongside the new Galaxy Buds4 wireless earbuds, signaling a renewed...
Thursday 26 February 2026
Coretronic turns a corner as robotics and MEMS units hit profitability
Coretronic Corp. has accelerated its transformation from a traditional backlight module supplier into a diversified technology group spanning AI sensing, drones, and automated logistics...
Thursday 26 February 2026
Nvidia says no revenue yet from approved China H200 shipments, expects gaming supply for quarters
Nvidia said uncertainty over China shipments and tight product supply remain key constraints, even as generative AI drives record capital spending by hyperscalers and sovereign customers...
Wednesday 25 February 2026
HP posts AI-driven revenue gains, but memory costs cloud outlook
HP reported first-quarter results for fiscal year 2026 (ending January) that exceeded expectations, driven by the Windows 11 upgrade cycle and surging demand for AI-powered PCs. Yet...
Wednesday 25 February 2026
Korean suppliers brace for Apple's staggered iPhone 18 rollout
Emerging reports suggest that Apple is preparing its most significant shift in iPhone release strategy in more than a decade — a recalibration shaped not only by product ambition...
Wednesday 25 February 2026
Apple's pricy foldable iPhone looms over smartphone panel market
The smartphone market has been sluggish since the Lunar New Year holiday and into the traditional off-season. Prices for smartphone panels across various technologies have declined...
Wednesday 25 February 2026
US says no H200s were cleared for China since Trump's go-ahead
Nvidia's high-performance GPUs sit at the heart of the US-China AI chip standoff — and Washington's export controls mean every policy shift lands directly on its order book....
Wednesday 25 February 2026
Apple's budget MacBook set for March debut as component costs increase
Apple is expected to hold a product launch event in March 2026, with a budget MacBook anticipated to take center stage. Supply chain sources indicate volume shipments are projected...
Friday 20 February 2026
Taiwan surpasses China in monthly imports to the US for first time in decades
The US imported more from Taiwan than China for the first time in decades as US President Donald Trump's tariffs reshape trade flows and the global AI boom fuels demand for tech products...
Monday 16 February 2026
Memory crunch tightens CIS capacity, pressures smartphone supply chain
The memory shortage and price surge have disrupted smartphone shipments, VisEra Technologies — a TSMC-affiliated optical component maker — warned, noting the global smartphone...
Monday 16 February 2026
Memory and CPU price hike could drive 10–30% consumer electronics increases, AUO warns

Rising DRAM and CPU prices are feeding through the display supply chain, with AUO estimating that end-product prices could increase by 10%...

Sunday 15 February 2026
Taiwan's January exports jump nearly 70% on AI server boom, boosting 2026 growth optimism and tech defense push
Taiwan's export value in January 2026 surged 69.9% year-on-year, surpassing the NT$2 trillion (US$63.7 billion) mark for the first time, largely due to differences in the number of...
Saturday 14 February 2026
Exclusive: World’s largest e-reader ODM warns memory crunch could hit 2026 gadget shipments
Memory chip shortages and soaring prices could constrain shipments of consumer electronics in 2026, including smartphones, PCs, notebooks, and TVs, while Netronix, the world's largest...