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Tuesday 20 October 2026
IT panel market struggles to pass on costs: monitors hold flat, notebooks slide
Sluggish end-market recovery, cautious procurement by brand customers, and persistently high upstream material costs are frustrating panel makers' efforts to implement price hikes...
Monday 19 October 2026
Action cameras gain momentum as camera demand fragments
After two years of recovery, the digital camera market is slowing in 2026, with action cameras and handheld smart cameras taking over as the next growth engines. Optical industry observers...
Monday 19 October 2026
Elon Musk points to China's 2028 DRAM supply surge to challenge Samsung, SK Hynix pricing power
Tesla CEO Elon Musk has predicted a surge in Chinese memory chip production by 2028, raising questions over Samsung Electronics and SK Hynix's pricing power during an AI-driven dynamic...
Monday 19 October 2026
ACM Research bets on panel-level packaging and overseas growth as adoption risks persist
ACM Research is expanding beyond China as its panel-level packaging equipment advances through customer evaluations in Taiwan, while the US semiconductor equipment maker invests in...
Monday 19 October 2026
Canon Taiwan sees strong global camera demand in 2026 and 2027
Canon Marketing Taiwan President Hu Da-gang said the global camera market performed well in 2026, with demand rebounding after the pandemic and smartphone photography helping cultivate...
Monday 19 October 2026
SiC powering the future: market scaling meets IDM synergies
The global silicon carbide (SiC) market stands at a critical juncture of industrial scaling, driven by rising demand across the automotive, AI data center, and renewable energy sec...
Monday 19 October 2026
China's 420GWh storage boom enters a quality reset as Beijing reins in overcompetition
The rapid advancement of energy-storage technologies in China is enabling the country to capture a formidable share of the global market, with the domestic industry continuing to post...
Monday 19 October 2026
Sanan Optoelectronics faces corp governance turmoil amid Micro LED breakthroughs
Sanan Optoelectronics Co., a leading player in China's compound semiconductor and LED chip industry, finds itself at a critical juncture, marked by severe corporate governance challenges...
Monday 19 October 2026
Von Ardenne's flexible equipment targets unsettled panel-level packaging market
German equipment maker Von Ardenne is entering the semiconductor industry with coating technology aimed at panel-level packaging, a segment where the choice among competing panel dimensions...
Monday 19 October 2026
Toyota to deploy gigacasting in China as Shanghai Lexus plant targets 2027
Toyota Motor will introduce its proprietary gigacasting technology in China to produce premium vehicles, while it has not disclosed whether it will use equipment from local Chinese...
Monday 19 October 2026
China probes Huawei-JAC Maextro V800 over brake pedal failure
China's premium electric vehicle (EV) market is facing renewed safety scrutiny following product defect concerns. Maextro, an ultra-luxury automotive brand jointly developed by Huawei...
Monday 19 October 2026
Lens Technology enters AI server cooling market with US$25 million PMG takeover
China's precision manufacturing giant Lens Technology is expanding into AI server infrastructure through a proposed US$25 million acquisition of a controlling stake in PMG International,...
Monday 19 October 2026
Memory giants lock in up to 70% of capacity under long-term deals as AI demand reshapes industry cycles
AI-driven memory demand is growing exponentially, pushing the industry into a structural supply shortage. As supply tightens and contract prices surge in 2026, major AI companies and...
Monday 19 October 2026
AUO, Largan Micro LED debate highlights optical communications uncertainty
AUO chairman Paul Peng said Micro LED remains a potential option for optical communications, despite Largan Technology's doubts about pairing it with multimode fiber in co-packaged...
Monday 19 October 2026
China proposes tighter export controls on AI and solar technologies
China is moving to tighten oversight of technology transfers that support its companies' overseas expansion, proposing export bans and licensing requirements for artificial intelligence...