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    China opens STAR Market IPO route for large AI model companies
    11h 6min ago
    Physical AI and cabin-driving integration to drive China’s smart driving supply chain in 2H26
    11h 6min ago
    Commentary: BYD’s humanoid robot push intensifies competition with robotics startups
    11h 6min ago
    Groq CEO sees GPU and LPU as complementary as AI compute demand grows
    11h 6min ago
    YMTCs NAND share rose to 13% as South Korean rivals watch closely
    11h 7min ago
    Global suppliers race accelerate: TSMC’s first CoPoS demo tools enter validation
    11h 7min ago
    NEWS TAGGED SMARTPHONE
    Thursday 18 June 2026
    SMIC narrows Intel's metal pitch gap, but Kirin 9030 teardown shows China's chip limits remain

    A teardown of Huawei's latest Mate 80 Pro Max smartphone has put China's semiconductor progress back under scrutiny, after analysis...

    Wednesday 17 June 2026
    BOE starts production at China's first 8.6G AMOLED line
    BOE Technology Group has begun mass production at its Chengdu high-tech zone facility, a move that could reshape the supply of OLED displays for notebooks and tablets, while intensifying...
    Monday 15 June 2026
    Commentary: EU eco-design rules set new bar for smartphone durability and repairability
    The EU's new eco-design, energy labeling, and battery rules for smartphones and tablets may do more than improve environmental performance. They could change how device makers compete,...
    Friday 12 June 2026
    Largan keeps smartphone lens business on growth path as launch schedules shift
    Largan Technology said its smartphone lens business remains on a steady growth track, even as key customer launch timing shifts into 2026 and 2027. The change could reshape seasonal...
    Thursday 11 June 2026
    Global smartphone industry, 1Q 2026

    Introduction

    Thursday 11 June 2026
    Transsion turns from Africa phones to energy storage, but the harder fight is just starting
    Transsion Holdings, Africa's long-time "king of mobile phones," is turning to energy storage as smartphone profits weaken. The question is whether its African channel empire can become...
    Thursday 11 June 2026
    Apple's AI strategy gains scale as rivals race ahead

    Apple remains behind the leaders in large language model development, but its vast iPhone installed base and growing tablet and smartphone...

    Wednesday 10 June 2026
    Apple's Siri AI finally arrives, but China blockage threatens iPhone's next upgrade cycle
    Apple's new Siri AI has finally arrived, but its absence from China threatens to weaken the company's artificial intelligence (AI) strategy in one of the world's most important smartphone...
    Monday 8 June 2026
    Nvidia push into AI PCs comes as smartphone market faces steep downturn
    Nvidia's move to expand AI-powered PCs could reshape where global consumers and companies use artificial intelligence, shifting more work onto local devices rather than cloud services...
    Friday 5 June 2026
    COMPUTEX 2026: Taiwan optics leaders pivot from smartphone bottlenecks to edge AI supply chain
    Taiwan's optics makers, traditionally absent from PC-focused trade shows, made a landmark appearance at COMPUTEX 2026. Industry leaders including Largan Precision, Ability Opto-Electronics...
    Friday 5 June 2026
    Memory crunch pushes low-end smartphones toward 2026 breaking point
    The global smartphone market performed better than expected in the first quarter of 2026 after some brands pulled forward orders, but shipments still fell by about 3.1% from a year...
    Wednesday 3 June 2026
    GSEO sees CPO business as potential second growth engine from 2027 to 2028
    Genius Electronic Optical Co. (GSEO) said on May 29 that its co-packaged optics (CPO) business is moving toward rapid growth in 2027 and 2028, with shipments that could eventually...
    Tuesday 2 June 2026
    GSEO sees 2H26 demand lifts from smartphones, AI glasses, and high-end optics
    GSEO expects a traditional peak season in the second half as smartphone camera customers prepare to ramp new-model orders from mid- to late June, while AI glasses have become its second-largest...
    Monday 1 June 2026
    India's PLI 2.0 rethink signals a harder push into deeper electronics manufacturing
    India is reportedly revising its smartphone incentive scheme to raise local value addition above 55%, a move that could reshape the country's electronics strategy. The shift reflects...
    Friday 29 May 2026
    CPO to become the next major growth driver, says GSEO; future volumes could rival smartphone lenses
    Genius Electronic Optical (GSEO) held its shareholders meeting on May 29, with chairman Jones Chen and president Ying-Li Guo in attendance. GSEO reported standalone revenue of NT$20.89...
    1/30 pages
    Research Report Database
    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook