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Wednesday 1 July 2026
Analysis: Apple isn't a victim of memory price surge; it's the biggest winner
Every major consumer electronics company has raised prices this year. The reason, in almost every case, is the same: memory costs have surged, driven by AI data center demand that...
Wednesday 1 July 2026
Surging oil prices drive demand spike in Europe's used EV market
Rising oil prices as a result of the war in Iran have caused the originally sluggish used electric vehicle (EV) market in Europe to flip, with demand now outpacing supply. Three-year-old...
Wednesday 1 July 2026
China's humanoid robot boom turns physical AI from prototype to production

China's humanoid robot sector is moving faster than expected, with new unicorns, policy support and maturing supply chains pushing physical...

Wednesday 1 July 2026
Supermicro smuggling probes reportedly push Nvidia to tighten AI server checks further

As the US tightens controls on advanced AI chip exports, smuggling schemes are surfacing across the AI server supply chain, driven...

Wednesday 1 July 2026
Samsung Display to expand OLED capacity as foldable demand builds
Samsung Display (SDC) is preparing to expand 6th-generation OLED capacity at its A4 plant in Asan, South Chungcheong Province, marking its first new capacity move since the 8.6-generation...
Wednesday 1 July 2026
Kinpo expects 2H revenue to exceed 1H amid plant ramp

Kinpo Electronics said its core operations remained stable despite a first-quarter revenue drop, with global demand patterns, customer...

Wednesday 1 July 2026
Gus Technology names Hota Group president as chairman
Gus Technology has named Hota Group president Kuo-jung Shen as chairman after a June 30 shareholders' meeting, underscoring a deeper push into batteries, electric mobility, and energy...
Wednesday 1 July 2026
China's chip material makers riding the AI boom close in on Japan

Chinese semiconductor material manufacturers are accelerating investments in advanced products as Beijing pushes for greater self-sufficiency,...

Wednesday 1 July 2026
GigaDevice flags memory cycle risks amid share price surge

GigaDevice Technology Group has warned investors of heightened stock trading risks following its share price surge in recent weeks....

Wednesday 1 July 2026
DeepSeek V4 introduces utility-style AI pricing in shift beyond China's LLM price war
DeepSeek will launch the official version of its V4 large language model (LLM) in mid-July alongside peak and off-peak API pricing, prompting debate among developers. By doubling peak-hour...
Wednesday 1 July 2026
China loosens auto aftermarket rules, but Taiwan firms are holding their ground in the US

China's latest policy to expand auto aftermarket consumption stands to reshape demand for parts, repairs, and modifications at home,...

Wednesday 1 July 2026
AI fuels OSAT pricing power as chip packaging orders fill through 2027
Cloud AI demand is reshaping the seasonal cycle of the semiconductor industry, with capacity tightness spreading from front-end manufacturing to back-end packaging and testing. Since...
Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Wednesday 1 July 2026
Global auto supply chain braces for fiercer 3Q26 profit battle
The global automotive supply chain remained in turmoil in the first half of 2026 due primarily to geopolitical challenges and subsidy adjustments in Europe, the US, and China, as well...
Wednesday 1 July 2026
Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints
AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing...