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Thursday 22 October 2026
Exclusive: Apple raises iPhone Duo shipment target 44% on strong preorders
Apple has raised its iPhone Duo shipment target by 44%, from 9.7 million to 14 million units over 12 months, as strong consumer demand for its first foldable iPhone prompts the company...
Thursday 22 October 2026
Texas Instruments' analog recovery broadens as 12-inch investment turns into margin
Texas Instruments' third quarter suggested the analog chip upturn has moved beyond restocking into a broad-based recovery, and that the company's multi-year build-out of 12-inch wafer...
Thursday 22 October 2026
IBM's growth rebounds after a summer stumble, led by software and servers
IBM's third quarter went some way towards answering whether the deal slippage that hit its second quarter reflected weaker demand or delayed timing. Revenue rose 5% year on year, or...
Thursday 22 October 2026
Tesla's car margins recover, but spending on AI and robotics absorbs the gain
Tesla's third quarter showed its vehicle business regaining some per-car profitability even as total sales stalled, while the company's push into AI, robotaxis, and humanoid robots...
Thursday 22 October 2026
Analysis: Musk combines rocket technology with Roadster 2, leveraging synergies across his business empire
Tesla has unveiled its Roadster 2 rocket-powered sports car, but the significance extends beyond the performance specifications of a single vehicle. The unveiling highlights how CEO...
Wednesday 21 October 2026
Memory costs weaken e-reader demand as E Ink cuts 2026 outlook
Surging memory prices are forcing e-reader makers to raise prices, weakening demand and clouding E Ink Holdings' 2026 outlook. E Ink has cut its revenue-growth forecast, while Netronix...
Wednesday 21 October 2026
Foxconn and Mitsubishi Electric target SDV with L4 autonomy and EV drive systems
Foxconn's planned JPY115 billion (US$726.83 million) investment in Mitsubishi Electric Mobility will create a joint venture to expand their electric-vehicle and autonomous-driving...
Wednesday 21 October 2026
Memory chip inflation accelerates smartphone brands' retreat from low-end devices
Rising memory prices are squeezing smartphone makers and consumers, pushing shipments to their lowest third-quarter level since 2012, and accelerating the market's retreat from entry-level...
Tuesday 20 October 2026
Jensen Huang urges Germany to embrace physical AI at Berlin summit
German Chancellor Friedrich Merz and Nvidia CEO Jensen Huang urged German businesses to embrace AI at an industry summit in Berlin on October 19, aiming to revive the economy and modernize...
Tuesday 20 October 2026
Global Tek's new Thailand plant enters trial production in 3Q26, targeting AI liquid cooling and aerospace opportunities
Global Tek Industrial held an opening ceremony on the 20th for its Super Smart Manufacturing Park in Chonburi, Thailand. Spanning 177,600 square meters, the facility is the group's...
Tuesday 20 October 2026
AI servers drive TVS and ESD demand for Yea Shin Tech
AI servers are driving demand for power components, transient voltage suppressors (TVS), and electrostatic discharge (ESD) protection devices. Yea Shin Technology, a subsidiary of...
Tuesday 20 October 2026
Thermaltake expands AI workstation lineup on edge AI demand
Thermaltake is targeting the growing edge AI market with a new workstation lineup. Chairman Kenny Lin said the company has transformed from a gaming components maker into an AI PC...
Tuesday 20 October 2026
South Korea's US$1.66 billion humanoid robot push puts auto suppliers in focus
South Korean automotive and machinery component makers are among 12 companies identified in a KRW2.2 trillion (approx. US$1.66 billion) private investment plan to develop a domestic...
Tuesday 20 October 2026
FIC Global targets doubling business in 2027 on optical module orders from eight of world's top 10 makers
FIC Global chairman Leo Chien said the PC market continues to suffer from memory shortages, with a meaningful recovery unlikely in the second half of 2026. However, some industrial...
Tuesday 20 October 2026
Exclusive: Apple's MacBook Neo pressures Microsoft to cut specs for low-cost 12-inch Surface
Apple's MacBook Neo is intensifying competition in the global low-cost notebook market as rising supply-chain costs push Microsoft and other notebook makers to reassess their product...