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Saturday 10 October 2026
Huawei faces price reset as memory costs surge
Huawei consumer business group chairman Richard Yu said surging memory component costs have added more than US$200 to the hardware cost of each Huawei smartphone, putting fresh pressure...
Saturday 10 October 2026
Unified memory lifts AI PC ambitions as Chinese open models gain local-inference ground
The hardware boundary separating cloud-scale AI from local inference is becoming increasingly porous as PC vendors expand memory capacity and software platforms make larger open-weight...
Saturday 10 October 2026
China's GW satellite network clears dual-polar test, signaling broader push toward sovereign LEO communications
China's state-backed Guowang (GW) low-Earth-orbit (LEO) satellite network has completed its first communications test during the country's 16th Arctic expedition, enabling a live video...
Saturday 10 October 2026
AI headphones expose audio market's missing platform
As artificial intelligence (AI) moves into headphones, a problem often hidden by hardware specs is becoming clearer: the audio market has a huge installed base, but lacks a common...
Friday 9 October 2026
MediaTek 3Q26 revenue beats forecast, maintains peak-season momentum
MediaTek reported its September and third-quarter 2026 revenue results, with September revenue of NT$55.40 billion (approx. US$1.74 billion), down 13.69% from the previous month and...
Friday 9 October 2026
Ample revenue slips in September as passive component demand stays strong

Ample Electronic, a supplier of conductive paste materials for the passive components industry, reported September 2026 revenue of NT$304 million (approx. US$9.6 million), down...

Friday 9 October 2026
WinWay tops NT$10 billion in revenue as AI demand lifts third-quarter results
Semiconductor test interface maker WinWay Technology said AI and high-performance computing (HPC) demand, along with production-efficiency gains on some lines, drove shipments higher...
Friday 9 October 2026
Interview: Europe's enterprise networking market returns to growth as pandemic inventory hangover clears
The European enterprise networking market has cleared its multi-year inventory digestion period. According to CONTEXT, sell-through via European distribution channels is growing in...
Thursday 8 October 2026
AI PCs face memory squeeze as server demand takes priority
Microsoft's October 7 opening of pre-orders for Surface Laptop Ultra, featuring up to 128GB of unified memory, highlights a potential new source of dynamic random-access memory (DRAM)...
Thursday 8 October 2026
China pushes six-network buildout as AI strains power links
China is accelerating construction of its so-called "six networks" — water, a new power grid, computing, next-generation communications, urban underground pipelines, and logistics...
Thursday 8 October 2026
Viking Tech lead times stretch to 6 months; orders seen into 2H27
Viking Tech said demand from AI, data centers, server power, military, and aerospace applications has kept capacity fully loaded as it enters the fourth quarter of 2026, with its book-to-bill...
Thursday 8 October 2026
Marvell's custom AI chip upgrade points to a broader fight over peripherals
Marvell's higher long-term target for custom AI chip revenue suggests the market for artificial intelligence hardware is widening beyond accelerators, into management chips, storage,...
Thursday 8 October 2026
European carmakers urge delay to battery localization rules
The European Automobile Manufacturers' Association (ACEA) and European automakers are pressing the European Commission to delay localization rules for EV batteries under the draft...
Thursday 8 October 2026
Nvidia's RTX Spark gives Windows on Arm its strongest shot yet at x86's high end
Nvidia's entry into the Windows PC market with its Arm-based RTX Spark platform is giving Microsoft's Windows on Arm strategy a new test: whether Arm can move beyond being a niche...
Thursday 8 October 2026
Huawei says Ascend tops Nvidia in China as demand gap remains
Huawei rotating chairman Eric Xu said he believes the company's Ascend AI chips have surpassed Nvidia in market share in China, but that domestic demand still cannot be fully met....