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Monday 12 January 2026
Beijing pulls out rare earth card against Japan; Murata says production unaffected so far
On January 6, 2026, China's Ministry of Commerce (MOFCOM) announced that, to safeguard national security and interests, it would strengthen export controls on dual-use items to Japan...
Monday 12 January 2026
Samsung eyes BOE OLED panels for Galaxy S series
Samsung Electronics is reportedly evaluating whether to source OLED display panels from China's BOE Technology Group for its flagship Galaxy S smartphone lineup, as it looks to rein...
Monday 12 January 2026
Sharp-Adani LCD proposal tests India's ability to build a full-scale panel supply chain from scratch
Sharp ceased production at its Sakai Display Product (SDP) factory in late August 2024, ending operations at the world's only 10G LCD panel fab. Despite this closure, Sharp is pursuing...
Monday 12 January 2026
Chinese AI startups face 'go global or decouple' dilemma after Manus deal
China's Ministry of Commerce announced on January 8, 2026, that it supports lawful cross-border business and international technology cooperation, emphasizing that overseas investments,...
Monday 12 January 2026
Commentary: CES 2026 marks end of AR hype, start of price wars
For years, smart glasses and augmented reality (AR) headsets were among the most visible attractions at the Consumer Electronics Show (CES), peaking in 2025 when they dominated the...
Monday 12 January 2026
Global AIDC boom drives shift in energy storage market as China dominates lithium battery industry
The surge in global artificial intelligence data centers (AIDCs) revealed at CES 2026 highlights a pivotal shift in energy consumption patterns. From autonomous vehicles to smart...
Monday 12 January 2026
Taiwan's CyberPower shifts focus to AI-driven data center power as sales dip
CyberPower Systems, a Taiwanese maker of uninterruptible power supply systems, said its revenue declined modestly in December 2025 and for the full year 2025, as changes in US tariff...
Monday 12 January 2026
TEL expands AI memory capex, targets etching equipment market share
Japanese semiconductor equipment maker TEL is ramping up investments to capitalize on a supercycle in memory demand driven by artificial intelligence (AI) servers. With DRAM and other...
Monday 12 January 2026
CES 2026: modular vs. thin notebook designs
CES 2026 revealed two clear paths in the global notebook market. While Apple continues to push the MacBook Pro toward extreme thinness, major PC vendors such as Dell, HP, and Lenovo...
Sunday 11 January 2026
Realme and OnePlus return to Oppo: Three-brand integration to counter supply chain and market pressure
China's smartphone industry opened 2026 with a major consolidation move, as Realme formally returned to the Oppo group as a sub-brand and integrated with fellow sub-brand OnePlus...
Sunday 11 January 2026
CATL teams up with Nio to tackle the next phase of China's EV boom

China's largest battery maker, CATL, said it had signed a strategic cooperation agreement with the electric vehicle (EV) manufacturer...

Sunday 11 January 2026
LinkCom targets high-end networking as magnetic component sales rebound
With the European telecom market recovering and countries accelerating network upgrade plans, magnetic component manufacturer LinkCom reported that shipments of PoE power transformers...
Sunday 11 January 2026
WinWay reports record revenue growth driven by AI demand in 2025
Semiconductor test solution supplier WinWay recorded its highest-ever revenue in December 2025, fueled by strong demand from artificial intelligence (AI), high-performance computing...
Sunday 11 January 2026
Taiwan's telecom sector reshaped after mergers, profitability up but revenue growth stalls
Taiwan's telecommunications industry is navigating a "new three kingdoms era" two years after the December 2023 mergers between Taiwan Mobile (TWM) and Taiwan Star Telecom (T-Star),...
Sunday 11 January 2026
China's humanoid robots outsell US rivals in 2025 shipments
Chinese humanoid robots made a high-profile debut at CES 2026, demonstrating capabilities ranging from table-tennis play to kung fu routines. For many exhibitors, the Las Vegas show...