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Saturday 1 August 2026
Tandem OLED clears key automotive qualification hurdle, wider adoption expected after 2030

LCD panels still account for more than 90% of automotive display shipments, but OLED has now crossed a critical qualification threshold...

Saturday 1 August 2026
Arcadyan targets satellite supply chain through smaller operators before pursuing top-tier customers

Taiwan networking equipment maker Arcadyan Technology is accelerating its expansion beyond the residential broadband market.

Saturday 1 August 2026
Realtek, Elan, and Parade set the tone for PC chip demand
As the second half of the year begins, major Taiwanese IC design firms including Realtek Semiconductor, Elan Microelectronics, and Parade Technologies are holding earnings briefings...
Saturday 1 August 2026
Huawei's Kirin X90 Plus and XE90 power its lightest laptop and next foldable PC
Huawei has introduced two PC processors, the Kirin X90 Plus and Kirin XE90, alongside new HarmonyOS laptops designed to extend its in-house chip strategy across high-performance and...
Saturday 1 August 2026
Chinese display makers move deeper into Korean cockpits as BOE wins Hyundai's flagship display program

Chinese display suppliers are expanding into South Korea's automotive supply chain as competition shifts beyond televisions and smartphones...

Saturday 1 August 2026
Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight
Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...
Friday 31 July 2026
Elon Musk denies rumored Tesla China contingency plans; discussions on supply chain localization shifts persist
Tesla CEO Elon Musk has denied a Wall Street Journal report on an internal plan within Tesla to prepare for a possible separation of its China operations. Despite his rebuttal,...
Friday 31 July 2026
Exclusive: Asian chipmakers' shift to US helium raises concentration risk
Chipmakers in Taiwan, South Korea, and Japan have avoided broad helium-related production disruptions so far, but their rapid shift toward US supply is creating a new concentration...
Friday 31 July 2026
ByteDance merges Lark with Doubao after AI revenue hits US$4B run rate
ByteDance is reorganising Doubao, Lark and Volcengine around a more unified enterprise AI strategy, combining product development, cloud commercialisation and workplace software as...
Friday 31 July 2026
US CSP leaders keep capex growth as AI monetization deepens
Concerns over whether AI is a bubble hinge on two key questions: can related investments be monetized, and will cloud service providers (CSPs) keep expanding capital spending? Based...
Friday 31 July 2026
Tokyo Electron raises outlook as AI data center spending lifts memory demand
Tokyo Electron lifted its operating profit outlook for April-September 2026 on July 30, citing continued investment in AI data centers and stronger semiconductor capital spending....
Friday 31 July 2026
Memory shortages deepen as prices climb into the second half of 2026

Memory shortages are tightening across the supply chain, and higher contract prices are set to ripple through global electronics markets...

Friday 31 July 2026
Shanghai rises as China's lithography hub, powered by SMEE, Huawei and rising DUV rivals

China's lithography equipment sector has returned to the global semiconductor spotlight following reports that a domestically developed...

Friday 31 July 2026
Microsoft Windows price hikes add to PC cost pressure in 2026
PC makers are facing higher costs in 2026 as memory and processor prices rise and Microsoft lifts Windows operating system prices. Vendors said the latest Windows increase averaged...
Friday 31 July 2026
AI strains mature-node and packaging capacity, leaving chip designers with orders but no supply

AI demand is tightening semiconductor capacity beyond TSMC's advanced nodes, with mature-process foundries and backend packaging providers...