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Wednesday 5 August 2026
Airoha optical comms revenue doubles as broadband lands CSPs
Airoha sees faster growth ahead as AI infrastructure, optical networking, and wireless edge products expand across global supply chains. The chip designer said its 2026 product mix...
Wednesday 5 August 2026
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
Wednesday 5 August 2026
Vanguard International Semiconductor lifts 2Q26 profit on AI server chip demand
Vanguard International Semiconductor (VIS) reported stronger second-quarter 2026 results on higher demand for AI server power management ICs, customer restocking and higher average...
Wednesday 5 August 2026
Smartphone makers brace for lower volumes, higher prices, and deeper market split
Apple, Qualcomm, and MediaTek delivered similar warnings last week: the global smartphone market is entering a more expensive, more polarized phase. For users, this means fewer affordable...
Wednesday 5 August 2026
Apple's India breakthrough highlights a market betting on premium over volume
Apple's India business crossing US$10 billion in annual sales for the first time is less a story about smartphone growth than about where growth is still possible in a market that,...
Wednesday 5 August 2026
Wistron sees AI demand widening as Taiwan ODMs gain pricing power

AI demand is giving Taiwan's contract manufacturers a rare opening, and Wistron expects the opportunity to broaden in the second half...

Wednesday 5 August 2026
Aurona lifts ABF and CCL shipments, eyes capacity expansion in 3Q26

Aurona said shipments of ABF substrate pads and CCL-related packaging materials both rose, extending its growth momentum in the second...

Tuesday 4 August 2026
RichWave says Wi-Fi 7 momentum stays strong in 2H26

RichWave Technology said at a recent earnings call that Wi-Fi 7 adoption continues to rise rapidly, with strong demand from telecom...

Tuesday 4 August 2026
Delta's move into HVDC signals a shift in AI data-center power
Delta Electronics is moving from planning to early shipments in high-voltage direct current (HVDC) systems as rising power demand from Nvidia's next-generation AI platforms pushes...
Monday 3 August 2026
Coretronic's OLED and auto-display gains point to steadier growth as NB weakens
Coretronic said its OLED monitor business is gaining traction as new production lines ramp up, while car displays continue to expand. The company expects full-year OLED monitor shipments...
Monday 3 August 2026
Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
Monday 3 August 2026
Holtek raises MCU prices by up to 20% as wafer and OSAT costs continue climbing
Microcontroller unit (MCU) supplier Holtek Semiconductor has confirmed a broad price increase across its entire microcontroller portfolio, marking its first company-wide adjustment...
Sunday 2 August 2026
Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
Saturday 1 August 2026
Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Friday 31 July 2026
Delta Electronics eyes HVDC shipments in 4Q26, scale-up in 2027

Delta Electronics expects capital spending to rise to roughly NT$70 billion(US$2.17 billion) in 2026 from NT$46.1 billion(US$1.43 billion)...