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    CXMT valuation gap highlights uncertainty over China’s DRAM push
    46min ago
    Interview: Memory makers’ expansion drives up material costs and exposes FOUP shortages
    46min ago
    BYD accelerates in-house chip push with 4nm Xuanji A3
    46min ago
    Intel China adds day 0 support for MiniMax H3 after DeepSeek
    46min ago
    L&F Plus ships first samples from South Korea’s first LFP cathode mass-production line
    48min ago
    NEWS TAGGED SHIPMENTS
    Thursday 30 July 2026
    AI demand squeezes memory supply, pressuring PC and TV markets
    At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
    Thursday 30 July 2026
    Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits
    Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...
    Thursday 30 July 2026
    CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

    CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    Tuesday 28 July 2026
    SK Hynix enters LPDDR6 production race with Xiaomi first in line
    SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
    Tuesday 28 July 2026
    Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
    Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
    Tuesday 28 July 2026
    China display giant BOE rejects low-price race, turns to innovation to lift panel value
    BOE, the world's largest display-panel maker and one of China's leading technology companies, is moving away from low-price competition and plans to raise the value of Chinese display...
    Tuesday 28 July 2026
    Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
    Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
    Monday 27 July 2026
    CATL profit climbs 42%, but storage price pressure tests its global lead

    CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

    Monday 27 July 2026
    Rebellions readies Rebel100 shipments as AI inference demand grows
    South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
    Sunday 26 July 2026
    Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
    WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
    Friday 24 July 2026
    China's AI chip share tops 50%, but Nvidia still rules frontier training

    China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

    Friday 24 July 2026
    AI memory crunch hits smartphones and PCs, splitting winners from losers

    AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

    Friday 24 July 2026
    Ubiqconn lifts first-quarter revenue and expands North America and AI plans
    Ubiqconn Technology, a Taiwan-based industrial computer manufacturer, said on July 21 that its consolidated revenue rose to NT$548 million in the first quarter of 2026, up 61% from...
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    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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