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Monday 9 November 2026
PMIC supplier GMT sees upside in potential AI spending slowdown
Taiwanese power management IC (PMIC) supplier Global Mixed-mode Technology (GMT) sees a potential slowdown in cloud AI spending as an opportunity to ease wafer capacity constraints...
Monday 9 November 2026
IC test-interface supplier WinWay hits AI, HPC record in 3Q26
WinWay reported record revenue and profit for the third quarter of 2026, driven by fully booked AI and high-performance computing (HPC) orders and expanded production capacity. The...
Friday 6 November 2026
Nvidia reportedly buys glass substrate samples from Korea's JNTC
South Korea's JNTC has joined Nvidia's purchasing supplier list and is supplying paid samples of through-glass via (TGV) substrates, including 2mm-thick glass cores, The Elec...
Friday 6 November 2026
EOI posts record nine-month results, readies Mexico plant for 4Q26 production
Excellence Opto (EOI), a major automotive LED light-source supplier, posted record revenue and profit for the first nine months as product-mix optimization, supply-chain efficiencies...
Friday 6 November 2026
Ecarx posts higher 3Q revenue, but memory costs squeeze margins
Ecarx, an automotive technology supplier, reported a 65% year-over-year reduction in profit for the third quarter of 2026 on November 4 as rising memory-chip costs eroded margins despite...
Friday 6 November 2026
Apple's OLED shift challenges Radiant, but foldable iPhone offers a way forward
Apple's growing adoption of OLED displays is reshaping its supply chain, prompting key supplier Radiant Opto-Electronics to expand beyond conventional backlight modules into advanced...
Thursday 5 November 2026
Coherent pitches itself as the neutral optics supplier after Marvell-Lumentum deal
Coherent is positioning itself as the optics supplier with no stake in the chip wars, two days after Marvell Technology agreed to acquire one of its closest rivals.
Thursday 5 November 2026
SDC auto OLED shortage leads Li Auto to ship new Mega with LCDs
Samsung Display (SDC) is facing a shortage of automotive OLED panels supplied to Chinese EV maker Li Auto, prompting Li Auto to temporarily ship some new Mega vehicles with LCD panels...
Thursday 5 November 2026
Pegatron drives Scope 3 decarbonization through digital platforms, supplier engagement
Scope 3 emissions are emerging as a major test of corporate management capabilities, requiring companies to move beyond carbon accounting and translate data into measurable supply...
Wednesday 4 November 2026
UTI begins iPhone Duo UTG shipments to Samsung Display
South Korean company UTI, the second supplier of ultra-thin glass (UTG) cover glass for Apple’s first foldable smartphone, the iPhone Duo, has begun shipments to Samsung Display...
Tuesday 3 November 2026
Stellantis warns chip shortages could disrupt Fiat production in Italy
Stellantis said on November 2 that shortages of critical electronic components for engine control units (ECUs) had significantly disrupted production of several Fiat models in Italy...
Monday 2 November 2026
China's Empyrean Tech targets digital EDA gaps with US$32.9 million Easy-Logic acquisition
China's leading electronic design automation (EDA) supplier, Empyrean Technology, plans to acquire a controlling stake in Easy-Logic Technology, a specialist in digital logic optimization,...
Monday 2 November 2026
Lite-On reports record third-quarter profit as AI revenue exceeds 30%
Lite-On Technology reported record net profit for the third quarter of 2026 as demand for AI infrastructure boosted its cloud and power businesses. The Taiwanese electronics supplier...
Friday 30 October 2026
Commentary: Why Marvell's rumored Lumentum buy may be hard to pull off but harder to pass up
Marvell is reportedly in advanced talks to acquire Lumentum, a major laser supplier, in a deal that could be announced as early as next week if no other technology giant intervenes...
Thursday 29 October 2026
LandMark orders surpass 2026 revenue; capacity to expand sixfold
AI is driving strong demand for silicon photonics, but LandMark Optoelectronics' planned sixfold capacity expansion over two years still falls short of customer requirements. The optical...