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Wednesday 22 July 2026
LG Display eyes tandem OLED for smartphones as AI drives demand for power-efficient screens
LG Display plans to expand tandem OLED technology beyond TVs, monitors and automotive displays into smartphones and wearables as on-device artificial intelligence (AI) raises power-efficiency...
Wednesday 22 July 2026
CPO commercialization opens new SiPh packaging race for Taiwan OSATs

Exploding demand for AI server computing power is pushing data-center architectures to upgrade at a faster pace, and the traditional...

Wednesday 22 July 2026
Intel cuts data centre jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026
Commentary: Gulf state's Sovereign Wealth Fund pours into ASEAN, eyeing stake in AI infrastructure supply chains

ASEAN's AI boom is taking on a dual role as both a "no-man's land" and an international hub from Singapore's perspective, while investors...

Wednesday 22 July 2026
LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display said its core business turned profitable in the first half of fiscal 2026 for the first time in five years, even as a large...

Wednesday 22 July 2026
SpaceX's first post-IPO earnings report puts Taiwan's LEO satellite supply chain in focus
SpaceX is scheduled to release its second-quarter financial results after US markets close on August 4, marking the company's first earnings report since its public listing in June...
Wednesday 22 July 2026
Wistron opens first US mass-production plant; Jensen Huang says more factories needed as Nvidia capacity doubles
Wistron officially opened its Dallas, Texas plant on July 21, becoming the company's first mass-production facility in the US and the first US mass-production plant among Nvidia's...
Wednesday 22 July 2026
TSMC raises 2027 chip prices, giving Intel fresh pricing room

TSMC's planned 2027 wafer price increases are reinforcing confidence that AI chip demand remains strong while prompting fresh discussion...

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
Kimi K3 sparks new 'DeepSeek moment,' reshaping AI's winners and losers
Chinese artificial intelligence (AI) startup Moonshot AI launched its next-generation Kimi K3 model on July 17, delivering performance comparable with leading models from OpenAI and...
Wednesday 22 July 2026
Taiwan tariff uncertainty slows US car sales and opens a window for local brands
Rumors of a possible zero-tariff deal for US-made cars in Taiwan have kept buyers and dealers in wait-and-see mode for months, with pricing and sales plans for imported vehicles still...
Wednesday 22 July 2026
Pentagon moves to expand titanium and magnesium stockpiles for defense supply security
The Pentagon has stepped up its review of wartime shortages in key raw materials, issuing two Requests for Information on July 14 through the Defense Logistics Agency's Warstopper...
Wednesday 22 July 2026
Xiaomi raises 2026 phone target as memory prices strain brands
China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...
Wednesday 22 July 2026
Samsung expands Nvidia ties as AI inference drives NAND demand
Samsung Electronics is expanding its Nvidia relationship into NAND flash as AI inference creates demand for high-capacity enterprise storage.
Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...