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Tuesday 13 October 2026
Huawei foldable phone shipments top 20 million, claims over 70% China market share in 1H26
Huawei's cumulative global foldable smartphone shipments have exceeded 20 million units, with the company capturing more than 70% of China's foldable phone market in the first half...
Tuesday 13 October 2026
Taiwan optical suppliers post record sales as Lumentum warns of shortages
Taiwanese optical networking suppliers reported strong September and third-quarter 2026 revenue growth, with EZconn and LuxNet posting record monthly sales as demand for high-speed...
Tuesday 13 October 2026
Global PC shipments plunge 20% in 3Q26
Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
Tuesday 13 October 2026
U-Best Innovative posts record September, third-quarter, nine-month revenue
U-Best Innovative posted record revenue for September, the third quarter, and the first nine months of 2026, as demand for footwear materials strengthened and the company pursued emerging...
Tuesday 13 October 2026
Grenergy sees orders through 1H27 as low-speed EV demand grows
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
Tuesday 13 October 2026
Microsoft's 2nm Maia 300 completes cloud AI ASIC lineup, setting up 2027 server supply-chain boom
Microsoft has unveiled its latest in-house AI application-specific integrated circuit (ASIC), Maia 300, and accompanying server rack, with its compute chiplets manufactured using TSMC's...
Tuesday 13 October 2026
AI Server tracker: Taiwan's AI server chain grew 55% in September, but the growth narrowed to fewer suppliers
The AI buildout is still lifting Taiwan's server supply chain faster than almost any other industry, yet September's filings show the lift concentrating into fewer hands. The 49 listed...
Tuesday 13 October 2026
Samsung, LG Display reportedly supply OLED panels for seven Nvidia RTX Spark laptops
Samsung Display and LG Display are supplying OLED panels for seven laptops built on Nvidia's RTX Spark platform, securing positions in the premium PC market as global shipments plunge...
Monday 12 October 2026
Memory surge lifts phone prices, boosting N-1 and used-device demand
Rising memory prices have forced smartphone brands to raise handset prices, hurting new-device sales in 2026. Global smartphone shipments are expected to drop 15-17%, while demand...
Monday 12 October 2026
Largan signals early peak-season cut, challenging phone chips in 4Q26
Largan chairman and CEO Adam Lin said October 2026 orders are tracking at roughly the same level as September's, but will begin declining in November as customers cut their forecasts...
Monday 12 October 2026
HTSI September revenue surges 150% as AI chip testing demand accelerates
Hermes Testing Solutions (HTSI) reported September revenue of NT$514 million (US$16.10 million), up 2.35% month over month and 150.33% year over year, as shipments of customized products,...
Monday 12 October 2026
ELAN Microelectrics's 3Q26 PC momentum stalls on shortages, inventory overhang
Touch IC leader Elan Microelectronics recently announced its September 2026 consolidated revenue of NT$602 million (approx. US$18.9 million), down 18.74% month-over-month and 46.9%...
Monday 12 October 2026
Commentary: Largan plays defense in phones, presses CPO offensive
Largan chairman Adam Lin spoke about the company's cautious smartphone outlook while taking a more aggressive stance on co-packaged optics (CPO) during a recent online earnings briefing...
Monday 12 October 2026
MediaTek flagship AP share to surpass Samsung as TSMC boosts Dimensity
As the global smartphone system-on-chip (SoC) market contracts, competition in the high-end application processor (AP) segment is intensifying. MediaTek is accelerating its push into...
Monday 12 October 2026
Largan shifts new plant to FAU production as smartphone orders soften
Largan Technology said on October 8 that demand for new smartphone models weakened in September and that its newly completed automated plant will be used entirely for fiber array units,...