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Thursday 14 May 2026
QBit Semiconductor targets edge AI growth as copier chips turn oligopolistic
IC design firm QBit Semiconductor will list on the Emerging Stock Board on May 15, 2026, and chairman Simon Shen, a former Kinpo executive, said the debut marks a new milestone for...
Thursday 14 May 2026
China's fiber optic industry evolved from catch-up to supply chain scale
As demand for AI data centers, high-speed transmission, and cloud infrastructure continues to rise, the fiber-optic industry has once again become a focal point in the global market,...
Thursday 14 May 2026
Luxshare targets global auto Tier 1 status with BeijingWest chassis deal after Leoni takeover
China's Luxshare is accelerating its push into the global automotive supply chain through a proposed acquisition of BeijingWest Industries International Limited, marking another major...
Thursday 14 May 2026
Xi tells Trump's CEO delegation US firms will find 'broader prospects' in China
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Thursday 14 May 2026
Analysis: Android AI upgrade underscores China's self-contained smartphone AI ecosystem and limited spillover impact
Google announced Gemini Intelligence in the US on May 13, further integrating Gemini's AI capabilities into Android. The move pushes Android from a traditional operating system toward...
Thursday 14 May 2026
ASMedia reports record profit as it expands beyond PC chips into AI and automotive
Despite weakness in the personal computer market, surging DDR5 memory prices, and tight CPU supply, ASMedia Technology posted record results in the first quarter of 2026, underscoring...
Thursday 14 May 2026
Etron sees DRAM rally stretching into 2027 as shortages persist
The memory market is entering a new growth cycle as artificial intelligence demand reshapes supply and pricing, with DRAM prices still rising 10% to 20% a month, according to Nicky...
Thursday 14 May 2026
Wieson eyes 2Q26 recovery as new businesses gain traction
Wieson Technology said on May 12 that its first quarter 2026 results lagged expectations as soaring global memory costs and chip shortages delayed customer shipments, and intensifying...
Thursday 14 May 2026
Sony launches Xperia 1 VIII in bid to reclaim ground in premium smartphone market
Sony announced on May 13 that it will launch the Xperia 1 VIII flagship phone as it seeks to reclaim market share amid intensifying competition in the premium smartphone segment. The...
Thursday 14 May 2026
Memory prices disrupt NB seasonality, hit 2H26 shipments and margins
Rising memory prices are reshaping the global PC market: stronger first-half notebook shipments are propping up revenue, but surging component costs threaten gross margins and are...
Thursday 14 May 2026
Exclusive: US energy storage market rushes to buy domestic made batteries as restrictions on China tightens
US policy tilts the market, driving buyers to US-made lithium batteries despite higher costs, with global supply chains and investment flows likely to shift as subsidies, tariffs,...
Thursday 14 May 2026
Samsung and SK Hynix rush to expand capacity as AI memory demand soars
The artificial intelligence(AI) boom is triggering an unprecedented expansion race among the world's largest memory chipmakers.
Thursday 14 May 2026
Alibaba faces mounting margin pressure as AI investments accelerate
Analysts gave Alibaba Group Holding's latest results a cautious reception, warning that surging artificial intelligence (AI) investments are pressuring profitability even as cloud...
Thursday 14 May 2026
Tencent eyes Chinese ASIC ramp in 2H26
Tencent Holdings Limited reported a 9% year-over-year increase in total revenue to CNY196 billion (approx. US$28.86 billion) for the first quarter of 2026, driven by a strategic pivot...
Thursday 14 May 2026
HDRE to deploy containerized AI compute at Australian and Japanese storage sites
HDRE announced it will enter the AI compute dispatch market by building containerized compute centers paired with energy storage systems in Australia and Japan, aiming to finalize...