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    Global chip sales surge in 1Q26, signaling supply and investment shifts
    16min ago
    NEWS TAGGED MOBILE
    Thursday 7 May 2026
    Arm shifts focus to high-value silicon to bypass mobile growth plateau
    The strategic significance of Arm's current transformation lies in its transition from a volume-dependent mobile component provider to a value-driven infrastructure architect. As the...
    Thursday 7 May 2026
    Gen5 SSD race shifts to power and AI: Micron, YMTC diverges
    As demand for PCs and edge AI accelerates, the consumer SSD market is entering a transition to the PCIe 5.0 (Gen5) era. For notebooks — long a core OEM segment — power...
    Wednesday 6 May 2026
    AEM CEO says AI upends semiconductor testing
    Singapore semiconductor equipment and testing company AEM is facing a dual challenge of "physics and cost" as the AI era rewrites the limits and supply-chain logic of chip testing,...
    Wednesday 6 May 2026
    GlobalFoundries pivots toward high-growth chips as mobile slowdown reshapes revenue mix
    GlobalFoundries is reporting a stark divergence in its primary end-markets, as the company pivots its manufacturing focus toward high-growth sectors like automotive and data centers...
    Friday 1 May 2026
    Column: Designing safety for VLA robots in commercial deployment
    The deployment density of service and mobile robots in commercial environments has surged over the past three years. What began as narrowly defined automation—inspection units...
    Wednesday 29 April 2026
    FCC expands ban on non-US networking devices, raising supply chain pressure
    The US Federal Communications Commission (FCC) has further clarified restrictions on non-US network equipment by officially including mobile hotspots, portable Wi-Fi devices, and home...
    Wednesday 29 April 2026
    Supreme's 1Q26 server revenue surpasses mobile as CSP demand boosts memory prices
    Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
    Wednesday 29 April 2026
    Samsung doubles down on 2nm as TSMC pushes toward 1nm
    Samsung Electronics and TSMC have taken increasingly different approaches to advanced semiconductor manufacturing as the industry moves beyond the 3nm generation. Although being the...
    Tuesday 28 April 2026
    OpenAI eyes agentic AI phone but faces challenges beyond chip design
    OpenAI's agentic AI phone could reshape mobile markets and supply chains by forcing incumbents to respond. Still, success depends on delivering both interface breakthroughs and competitive...
    Tuesday 28 April 2026
    Strong demand and advanced packaging execution drive Amkor's upbeat quarter
    Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
    Wednesday 22 April 2026
    Skild AI acquires Zebra robotics unit to bolster warehouse automation play
    Artificial intelligence robotics company Skild AI has acquired Zebra Technologies' robotics automation division, marking a strategic expansion into warehouse logistics automation....
    Wednesday 22 April 2026
    AI is turning cars into mobile living spaces, Taiwan's ARTC Chief says

    As advances in artificial intelligence (AI) accelerate, the global auto industry is transforming any in its history. Jheng-Jian Wang, chairman...

    Tuesday 21 April 2026
    Beijing acts on memory price surge, AI demand reshapes device costs

    China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

    Tuesday 21 April 2026
    Vivo boosts high-end lineup in Taiwan, aiming for 40% sales growth with new X300 series phones
    Vivo unveiled its latest mobile lineup for Taiwan at its annual launch event on April 16, including the flagship X300 Ultra and X300 FE smartphones, alongside accessories such as teleconverter...
    Monday 20 April 2026
    Exclusive: Sunny Optical eyes FAU, sees 9% smartphone market drop in 2026
    As the second quarter of 2026 unfolds, many smartphone and component makers entered the year bracing for pressure on the mobile market. Sunny Optical internally forecasts a 9% decline...
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    Research Report Database
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    2026 Market Outlook: Key Opportunities & Risks to Watch
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    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook