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Tuesday 20 October 2026
OLED monitor panel shipments set to overtake TV panels in 2028
Gaming demand is reshaping the OLED panel market, with OLED monitor panel shipments forecast to surpass TV panel shipments for the first time in 2028. South Korean panel makers are...
Tuesday 20 October 2026
Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product...
Tuesday 20 October 2026
Alibaba's XuanTie tops 6 billion RISC-V chip shipments, expands into AI servers with C950
Cumulative shipments of chips incorporating Alibaba DAMO Academy's RISC-V processor intellectual property (IP), branded XuanTie, have surpassed 6 billion, marking a milestone for the...
Monday 19 October 2026
Samsung targets Exynos 2700 expansion as Huawei advances Kirin chips
Samsung Electronics is developing the Exynos 2700 for broader use across its Galaxy S27 lineup in 2027, while Huawei has moved its next-generation Kirin chips into testing. The competing...
Monday 19 October 2026
Action cameras gain momentum as camera demand fragments
After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers...
Monday 19 October 2026
Shipments of high-end cloud AI accelerators, 2027

Introduction

Saturday 17 October 2026
CATL targets 70GWh in sodium-ion ESS orders with European push
Chinese battery giant CATL is deploying sodium-ion technology to expand into Europe's energy storage system (ESS) market. The company recently signed a strategic agreement with German...
Friday 16 October 2026
South Korea's September ICT Exports Surge Past US$75B on AI Demand
Driven by expanding global investments in artificial intelligence infrastructure, South Korea's ICT exports shattered previous records in September 2026. Shipments surged past the...
Friday 16 October 2026
Holtek targets higher-value MCU markets with AI server cooling orders set to lift 2027 revenue
Taiwan-based microcontroller (MCU) manufacturer Holtek Semiconductor unveiled its 2026 product roadmap on October 15, focusing on four core areas: smart protection, green energy and...
Friday 16 October 2026
Charts: YMTC bets on premium eSSDs to take on Samsung
AI-driven NAND demand is entering a supercycle, positioning Yangtze Memory Technologies Co. (YMTC) as the fastest-growing memory supplier. According to Counterpoint Technology Market...
Friday 16 October 2026
Chip inflation drives Samsung, LG toward premium TVs
Global TV market growth is under pressure, but premium models are poised to expand. As rising memory prices fuel "chip inflation" and squeeze margins on budget TVs, Samsung Electronics...
Friday 16 October 2026
AI server tracker: Optical suppliers' September revenue jumps 90%
Taiwan's optical communications suppliers posted a sharp revenue increase in September 2026, far outpacing major power supply manufacturers in percentage growth as demand for faster...
Thursday 15 October 2026
Luxnet posts record 3Q profit as capacity expansion fuels growth
Optical communications maker Luxnet reported a September 2026 net profit attributable to parent-company owners of NT$103 million (US$3.21 million), up 110.2% year-over-year, with earnings...
Thursday 15 October 2026
Memory crisis drives global smartphone shipments down 20%, deepening premium-budget divide
Global smartphone shipments fell 20% year-on-year in the third quarter of 2026, their lowest 3Q level since 2012, as persistent DRAM and NAND shortages inflated production costs, constrained...
Thursday 15 October 2026
Premium PC demand fuels tandem OLED race between Samsung Display, LG Display
Competition in the global PC market is shifting from a focus on shipment volumes of low-cost models towards premium, high-performance devices, intensifying the race in OLED display...