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Saturday 7 March 2026
Largan avoids low-margin orders as optical industry enters slow season
Adam Lin, chairman of optical lens and optoelectronics maker Largan Precision, emphasized the company's strategic focus on avoiding orders with low profit margins that could reduce...
Friday 6 March 2026
Chicony Power sees strong 1Q26 amid customer inventory replenishment
Chicony Power Technology reported its 2025 financial results on March 4, revealing a year-over-year decline in full-year performance due to the tight supply of key components and project...
Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
Friday 6 March 2026
Cheng Mei Materials launches semiconductor films with 1Q26 shipments
Cheng Mei Materials' pivot to semiconductor materials could reshape Taiwan's advanced packaging supply chain, as the company begins shipments and commits new capital to scale production...
Friday 6 March 2026
Notebook shipments buoyed by early-2026 orders amid memory shortages and Apple's MacBook Neo reveal
Memory supply shortages and price hikes continue to impact the notebook market, prompting major non-Apple brands to accelerate shipments. This surge has helped original design manufacturers...
Thursday 5 March 2026
Elan eyes growth from AI drone modules despite PC market decline
Touch chipmaker Elan held an investor briefing on March 3, 2026, sharing a positive outlook despite challenges in the PC sector. The company noted that customers are accelerating orders...
Thursday 5 March 2026
Global smartphone industry, 4Q 2025

Introduction

Thursday 5 March 2026
Broadcom says move into rack shipments won't dent margins, signals deeper customer deals, and supply confidence
Broadcom's pivot to shipping complete AI racks — not just chips — will be a meaningful operational shift but one the company says is already priced into its margins and...
Wednesday 4 March 2026
Delta Electronics chairman says AI humanoid robots remain immature
Semiconductor industry insiders say humanoid robots are still stuck in their 1.0 enlightenment phase. Most mobile robots—whether wheeled or bipedal—remain at prototype...
Wednesday 4 March 2026
AblePrint Technology offsets forex losses with strong equipment shipments, maintains 2025 profit
AblePrint Technology (APT) reported a consolidated revenue of NT$2.302 billion (US$72.4 million) in 2025, up 27.91% year-over-year, driven by robust shipments of pneumatic and thermal...
Wednesday 4 March 2026
Hisense leads 100-inch TV shipments as Chinese brands surge in 2025
The global flat-panel TV market continues to see shifting sales shares, with Samsung Electronics and LG Electronics maintaining overall leadership. However, Chinese brands like TCL...
Wednesday 4 March 2026
Strait of Hormuz closure threatens China auto exports, triggers 15-25% cost surge
Following US and Israeli strikes on Iran on February 28, Iran's Islamic Revolutionary Guard Corps announced the closure of the Strait of Hormuz, disrupting global energy and shipping...
Tuesday 3 March 2026
Middle East conflict unlikely to disrupt Taiwan's short-term oil and gas supply; gas price volatility key to power costs
As the US–Iran war threatens to drive up global energy prices, concerns have been growing regarding Taiwan's energy supply, which is highly reliant on imported liquified natural...
Tuesday 3 March 2026
Compal expects sharper PC slowdown in 1Q26, speeds up shift to non‑PC revenue
Compal Electronics president and CEO Anthony Peter Bonadero said the company anticipates PC shipments in the first quarter of 2026 will fall 15-20% quarter-over-quarter and that Compal...
Monday 2 March 2026
Indonesia's nickel cut likely to ease Chinese stainless steel price pressure, Walsin says
The Indonesian government's move to cut nickel ore production from 2026 is expected to tighten raw material supply and weaken low-price competition from Chinese steelmakers, Walsin...