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Friday 11 September 2026
Innolux factory shift could reshape InnoCare's supply chain and growth mix
InnoCare Optoelectronics is preparing for a major supply-chain adjustment as Innolux Corporation restructures its factories, with the parent company's second plant scheduled to close in September 2026. President Eric Lee said InnoCare has already built inventory, expanded outsourcing, and lined up a new production line to limit disruption, while also using the transition to strengthen its product mix and expand into semiconductor-related inspection work.
Friday 11 September 2026
CIOE: Hitachi relies on partnerships, not proprietary tech, to ride China's optical boom

At an optoelectronics trade expo in China, Hitachi High-Tech used its booth not to unveil a flagship product of its own, but to showcase a growing web of partnerships. This is a strategy the company says reflects both its late entry into the photonics race and its long-term goals in the region.

Friday 11 September 2026
CIOE 2026: Automotive optical-module demand could rival FTTx shipments by 2030
Automotive optical-module demand could approach the scale of the established FTTx market by around 2030 as increasingly data-intensive vehicles shift high-bandwidth connections from copper to fiber, according to Bai Qiang, deputy director for the automotive market at Xiamen UX IC Co. (UXIC).
Friday 11 September 2026
CIOE 2026: Smartphone camera market faces deeper slump as Apple draws attention in Shenzhen
The smartphone camera market drew renewed attention at CIOE 2026 in Shenzhen, but the focus did not signal a broad recovery. For readers worldwide, the outlook matters because weak handset demand, higher component costs, and slower replacement cycles could continue to pressure suppliers across Asia, Europe, and North America.
Friday 11 September 2026
FCC closes a chip-level loophole while media debate another White House retreat

A rule published in the Federal Register on September 11 pushes US communications supply-chain restrictions past the finished device and into the parts inside it, exposing contract manufacturers, router vendors, and e-commerce platforms to a compliance test that begins 30 days after publication.

Friday 11 September 2026
Pentagon reportedly weighs US$5B loan to AI infrastructure startup Fluidstack
The US Pentagon is in talks to provide about US$5 billion in financing to AI cloud-computing startup Fluidstack, potentially making the government a major source of capital for the rapidly expanding AI infrastructure industry, The Wall Street Journal reported.
Friday 11 September 2026
MediaTek August revenue beats expectations, boosts 3Q outlook

MediaTek reported August 2026 revenue of NT$64.183 billion (approx. US$2.03 billion), up 32.41% from July and 44.08% year-over-year. Industry sources said the chipmaker's August performance came in well above expectations and puts its third-quarter revenue guidance within reach, with a chance to beat it.

Friday 11 September 2026
Foxconn's global expansion signals a longer-term manufacturing shift

Kathy Yang, chief campus operations officer at Foxconn, said the company began moving abroad more than a decade ago as production shifted toward lower-cost regions, and that its global footprint has since become a source of supply chain resilience. Speaking at an Empower Women For A Better World forum in Taiwan on September 9, she said the strategy was planned well before the pandemic, and geopolitical tensions accelerated industry change.

Friday 11 September 2026
TPK, GIS post mixed August sales as 2H26 demand stays cautious
Touch panel makers TPK and General Interface Solution Holding reported diverging August revenue trends, but both remained cautious on consumer electronics demand in the second half of 2026. They expect touch and display demand to stay relatively soft.
Thursday 10 September 2026
Murata to stop some MLCC lines as AI server demand strains supply
Murata Manufacturing said it will gradually end production of several multilayer ceramic capacitor (MLCC) part numbers as AI demand continues to pressure supply chains. The Japanese passive components leader said the move was aimed at stabilizing deliveries, improving customer support, and reallocating capacity to other products.
Thursday 10 September 2026
STMicroelectronics sets 2027 AI revenue plan with fiber chips at 80%
STMicroelectronics said in New York on September 9 that about 80% of its target for more than US$2 billion in artificial intelligence data-center revenue in 2027 will come from fiber-optic data transmission chips. The disclosure marked the first time the company broke out the mix behind its AI outlook after lifting its forecast in July.
Thursday 10 September 2026
Taiwan quantum leap expands scope to drug and finance
Taiwan's five-year National Quantum Team program is set to conclude in December 2026, and the government's second-stage quantum research initiative will begin in January 2027. The new phase will continue developing quantum computers, quantum communications and quantum software, while also dedicating several years to advancing cross-domain applications in drug discovery, materials simulation, fintech and smart logistics.
Thursday 10 September 2026
US Justice Department probes Nvidia-Groq deal over antitrust concerns
The US Department of Justice has opened a probe into Nvidia's deal with AI chip startup Groq, according to reports from The New York Times and Reuters. Regulators are examining whether the transaction was structured to avoid antitrust review, with potential fines possible if wrongdoing is found.
Thursday 10 September 2026
Gem Terminal rides China plug rule shift for 8.8% sales growth
Gem Terminal Industry said its August 2026 consolidated revenue continued to show steady growth, helped by the approaching conversion deadline for China's new insulation requirements for plug pins under GB 1002-2024 and by stronger orders and a broader customer base for its specialty copper materials business.
Thursday 10 September 2026
Enflame to list on Septemper 11 as China's four major domestic GPU makers complete IPOs

Chinese AI chipmaker Enflame will list on the STAR Market of the Shanghai Stock Exchange on September 11, 2026, becoming the last of China's "four little GPU dragons" to go public. Enflame is grouped with Moore Threads, MetaX, and Biren Technology as China's "four little GPU dragons," and with Enflame's listing, all four companies will have entered the capital market.

Thursday 10 September 2026
Powerlogic revenue rises for 3rd straight month on niche demand
Fan maker Powerlogic posted its third straight month of revenue growth in August 2026, with consolidated revenue reaching NT$82 million (US$2.6 million), up 2.47% month-over-month, as niche applications helped support operations in the second half of the year. Cumulative revenue for the first eight months came to NT$707 million, down 41.75% year-over-year.
Thursday 10 September 2026
Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion
Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident in the continued momentum of AI demand.
Thursday 10 September 2026
CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks
At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR glasses runs through the display industry rather than the semiconductor background, where most AR lens-making equipment comes from.
Thursday 10 September 2026
Apple's iPhone Duo raises the stakes for foldable smartphone cameras

Apple's foldable iPhone Duo could reshape the global smartphone market, pushing Android brands to move faster on foldable handsets and camera innovation. Suppliers said the launch may revive competition in a niche still dominated by Android, while underscoring the technical limits, pricing pressure, and profit opportunities facing module makers worldwide.

Thursday 10 September 2026
Loongson raises funds to expand CPU and GPU development as AI inference boosts domestic chip plans
Chinese CPU maker Loongson recently announced a CNY2.3 billion (approx. US$342.7 million) capital increase, with the funds mainly going into information technology chips and core CPU and GPU technologies. More than CNY1.4 billion is allocated to CPU-related projects, making it the largest investment area in the fundraising plan.
Thursday 10 September 2026
Acer's PC, non-PC businesses drive 13-year revenue high
Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August revenue and first-eight-month revenue hit their highest levels in 13 years, as the company's multi-engine business strategy continued to gain traction.
Thursday 10 September 2026
Apple names 2nm node for the first time since 2024 — and raises prices on every iPhone it still sells
Apple used its 2026 iPhone launch to do two things it had avoided for years: name the process node in its flagship chip, and raise the price of phones already on sale. Both moves point to the same pressure. Memory is expensive, the packaging that binds memory to logic has become the hard part of building a phone chip, and Apple has stopped absorbing the cost.
Wednesday 9 September 2026
Huaqin signs Nanchang projects as robotics push widens
Huaqin Technology has signed two new projects in Nanchang High-tech Zone, expanding the smart-hardware ODM group's local manufacturing base into embodied-AI robotics and data collection, according to Hongguan News reporting on Sina Finance.
Wednesday 9 September 2026
China reportedly tightens humanoid robot IPO rules as market mania meets reality
China is tightening scrutiny of initial public offerings by humanoid robotics companies as regulators seek to curb excessive valuations and distinguish commercially viable businesses from a crowded field of startups, according to The Information.
Wednesday 9 September 2026
CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem
At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.