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Wednesday 22 July 2026
Memory price surge may soften 2026 smartphone shipment declines

Rising memory prices and higher costs for other key upstream components are forcing smartphone brands to reduce mid- and low-end models...

Wednesday 22 July 2026
China smartphone shipments fall 3% in first half as Huawei regains No. 1
China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect...
Wednesday 22 July 2026
Taiwan chip supply chain faces tighter green power pressure from Apple and Google
Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling...
Wednesday 22 July 2026
Apple and Samsung drive foldables toward 4:3 displays as market enters next design cycle
The global foldable smartphone market is entering a new product cycle as Apple prepares to debut its first foldable iPhone and Samsung Electronics reportedly reshapes its foldable...
Tuesday 21 July 2026
Huawei Kirin 9030 shows SMIC's 7nm gains and ongoing efficiency gap
A teardown of Huawei's Kirin 9030 flagship processor — built on SMIC's 7nm-class N+3 process — reveals continued density progress from China's leading chipmaker, but a...
Tuesday 21 July 2026
Pat Gelsinger: Intel missed GPU boom, warns Taiwan energy risk

Former Intel CEO Pat Gelsinger has criticized Intel's past strategy in a recent interview, revisiting the company's history with Nvidia...

Monday 20 July 2026
Memory is becoming a national security priority, SK chair warns

The global scramble for AI memory is fast becoming a matter of national economic security, with governments intervening in supply and...

Monday 20 July 2026
Commentary: Apple sues OpenAI, but Trump holds the whistle

Apple has filed a sharp antitrust-style complaint against OpenAI, turning a once-celebrated AI partnership into a legal clash over...

Friday 17 July 2026
Exclusive: PC brands reportedly rush to secure CXMT memory as orders extend to end-2027
Chinese DRAM maker ChangXin Memory Technology's (CXMT) IPO has entered its final stage, drawing close market attention. PC supply chain sources said the US had briefly planned to add...
Friday 17 July 2026
Memory suppliers push prices higher as Apple and automakers face tighter supply
Memory suppliers have regained pricing power as AI-driven stockpiling and advance capacity bookings tightened supply for consumer electronics and automotive customers. The shift has...
Thursday 16 July 2026
Apple Intelligence edges closer to China with Alibaba Qwen integration
Apple Intelligence has passed a key regulatory milestone in China, bringing the iPhone maker closer to launching generative AI features for mainland users after a prolonged delay.
Thursday 16 July 2026
Apple lawsuit targets OpenAI's AI hardware ambitions
Apple has sued OpenAI for allegedly stealing trade secrets, but the real fight is over who controls the entry points of AI. As LLM technology converges, the case shows that competition...
Thursday 16 July 2026
OnePlus's rumored Western exit signals deeper strain from the memory crisis for phone brands

OnePlus, an Android brand that once cultivated a devoted following among enthusiasts, is reportedly preparing to cease operations in...

Thursday 16 July 2026
Apple reportedly explores AI chip acquisitions as it races to strengthen its infrastructure
Apple is exploring acquisitions of semiconductor companies to accelerate development of AI server chips, reflecting mounting pressure to improve the computing infrastructure behind...
Thursday 16 July 2026
Foxconn advances decarbonization, targeting RE50 for Taiwan production base by 2030

Foxconn Technology Group is stepping up energy-saving measures, green-power procurement, and supply chain decarbonization, with its...