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Wednesday 26 August 2026
Cook's parting shot: Apple takes AI compute out of data centers
Apple took pre-orders on August 25 for a new Mac mini and Mac Studio. Both will ship on September 22. Prices of the Mac mini start at US$899 with the M6 chip, or $1,699 with the M5 Pro. Mac Studio starts at $2,499 with M5 Max and $5,499 with M5 Ultra. The 512GB memory version comes in late October.
Wednesday 26 August 2026
Nvidia unveils Jetson Orin Nano 2 for edge AI robots and drones
Nvidia has introduced Jetson Orin Nano 2, a compact robotics computer aimed at entry-level edge AI, with implications for developers building autonomous machines worldwide. The system promises faster, more efficient on-device intelligence for robots, drones, and vision systems as physical AI adoption expands across industries and markets.
Wednesday 26 August 2026
Apple ships M6 Mac mini and M5 Ultra Mac Studio — and hands Ternus a memory bill
Apple unveiled new Mac mini and Mac Studio desktops on August 25 in what Reuters called "likely the final product launch of Tim Cook's tenure as CEO." The machines read less like a farewell than like a handover note. Cook becomes executive chairman on September 1, when John Ternus, senior vice president of hardware engineering, becomes chief executive under a succession Apple announced in April.
Wednesday 26 August 2026
Samsung, LG ramp up India for AI cooling and appliances
India is emerging as a new battleground for South Korea's two electronics giants, with Samsung Electronics using the country as a production and supply-chain base for AI data center cooling equipment and LG Electronics investing hundreds of billions of won to build a third home appliance plant. But whether India's fast growth and huge population will translate into real earnings remains the biggest test.
Tuesday 25 August 2026
Taiwan AI server supply chain expands China footprint
Taiwan's AI server supply chain is stepping up investment in China, but expansion is concentrated in components rather than full-system assembly. By contrast, Taiwan's notebook PC production in China is mostly flat as the industry shifts to Southeast Asia and other non-China locations.
Tuesday 25 August 2026
AI boom drives Foxconn past 40% of Taiwan-listed firms' China returns, with FII leading the way
Global demand for AI and high-performance computing (HPC) has lifted investment returns for Taiwan-listed companies in China, with Foxconn continuing to lead the pack. According to CRIF, Foxconn's total China investment returns in the first half of 2026 reached NT$117.6 billion (US$3.7 billion).
Tuesday 25 August 2026
Kaynes Technology and BOSGAME sign MoU to expand India market presence
Kaynes Technology India and BOSGAME have signed a strategic memorandum of understanding to support BOSGAME's entry and expansion in India. The deal highlights how global hardware brands are increasingly looking to India for design, manufacturing, and customer support as the country's electronics ecosystem matures.
Monday 24 August 2026
Notebook brands shift production back to China as Southeast Asia costs rise
Notebook brands that rushed into Southeast Asia for manufacturing are moving production back to China, as the cost gap remains too wide and the impact of substitute tariffs has proved limited, according to supply chain sources. The shift is expected to affect Taiwan original device manufacturers (ODMs) serving new customer lines in Vietnam and Thailand.
Friday 21 August 2026
Apple's VR retreat deepens with rumored layoffs in its Vision team
Apple's spatial computing ambitions are narrowing rather than disappearing, but the direction is increasingly clear: fewer people are building VR headsets, and more are building AI-driven smart glasses.
Friday 21 August 2026
HP Korea localizes AI strategy with Upstage in healthcare, finance
HP Korea is sharpening its localized AI strategy through a partnership with large language model (LLM) startup Upstage, and has already moved into AI transformation (AX), eyeing demand from document-heavy industries such as healthcare and finance. Built around high-performance AI workstations, the company is offering an end-to-end pipeline from scanning and inference to printing, helping HP break out of its image as only a PC supplier in the South Korean market.
Thursday 20 August 2026
Gamers pivot to high-margin peripherals as PC price pressures drive double-digit growth in gaming monitors

High PC hardware prices are pushing gamers to delay full-system replacements and redirect their budgets toward targeted upgrades, driving strong demand for high-margin peripherals and gaming monitors, according to the latest data from market intelligence firm CONTEXT.

Wednesday 19 August 2026
LG opens new Brazil appliance factory to deepen Latin America reach
LG Electronics has opened a major refrigerator plant in Paraná, Brazil. This move could improve supply, shorten delivery times, and bring more locally tailored appliances to consumers across Latin America. The factory also highlights how global manufacturers are using automation and regional production to adapt to shifting trade, climate, and energy needs.
Wednesday 19 August 2026
Acer says non-PC businesses are driving growth as 2H26 outlook turns less certain
Acer is signaling a more diversified future as global PC demand may soften in the second half. The company says non-PC businesses, hybrid AI computing, and steady profitability from new ventures should help cushion the impact of shifts in shipments, prices, and component costs.​
Wednesday 19 August 2026
Xiaomi's costs are rising faster than its sales can absorb

Xiaomi Corporation's second quarter showed a company being squeezed from both ends of its business at once: a surging memory-chip bill eating into its core smartphone margins, and its smart EV, AI, and other new initiatives segment still reporting a loss even as vehicle deliveries grow. Revenue for the three months ended June 30, 2026, fell 6.1% year-on-year to CNY108.92 billion (US$16.13 billion), and the company's preferred profitability gauge, adjusted net profit, nearly halved, down 42.6% to CNY6.22 billion — a far steeper decline than the top line, signaling that cost pressure, not just demand, is doing the damage.

Wednesday 19 August 2026
Amber's Oppo deal signals India's shift from smartphone assembly to deeper electronics manufacturing

Amber Enterprises India's planned entry into smartphone manufacturing could mark a further step in India's effort to move beyond final assembly and build domestic capabilities in electronic components and materials.

Sunday 16 August 2026
Flytech posts record second-quarter profit on AI demand, margin gains
Industrial PC maker Flytech Technology reported another record quarterly profit in the second quarter of 2026, driven by deeper penetration into end-market applications, stronger demand for AI software and site computing upgrades, and continued operating leverage. The Americas delivered the largest regional contribution and became the main engine of sales growth.
Friday 14 August 2026
Compal lifts profit on AI PCs and servers as component costs rise
Compal Electronics said second-quarter 2026 revenue and profit increased as AI PCs and server demand offset higher memory and other component costs. The Taiwanese electronics maker said the PC industry is moving into a gross margin readjustment phase, and it plans to defend margins while pushing for higher absolute gross profit as AI server scale-up becomes more important in 2027.
Friday 14 August 2026
European notebook revenue jumps 14.8% as unit sales fall
European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx. US$923), according to CONTEXT's European distribution panel.
Friday 14 August 2026
Dixon Technologies to take 51% stake in new smartphone OEM venture with vivo Mobile India

Dixon Technologies has disclosed plans to incorporate a new subsidiary, Adivistar Electronics India Private Limited, in which it will hold a 51% equity stake, according to a regulatory filing dated August 12.

Friday 14 August 2026
Phison reports record second quarter profit as AI storage demand surges
Phison Electronics reported record second-quarter results for 2026, with profit and revenue both reaching new highs as AI-driven storage demand accelerated. The Taiwan-based NAND controller supplier said quarterly net profit rose to NT$26.219 billion and earnings per share reached NT$118.57.
Friday 14 August 2026
Quanta posts record second quarter revenue as AI server demand surges
Quanta Computer reported record second-quarter results on August 13, driven by strong demand for AI servers and notebooks. The Taiwanese electronics manufacturer said consolidated revenue, gross profit, operating profit, and earnings per share all reached quarterly highs in the second quarter of 2026.
Friday 14 August 2026
Analysis: Google's Pixel tests Android's competitive balance

Google's Pixel 11 launch signals a broader shift in mobile hardware, with implications that extend beyond the company's own sales. As AI features, ecosystem control, and supply-chain choices reshape the smartphone market, Google must balance its ambitions with partner relations across Android's global network and consumer markets.

Friday 14 August 2026
Lenovo turns a memory-price shock into a share gain
Lenovo Group's first quarter of fiscal 2026/27 shows a company using an industry-wide cost problem as a competitive weapon. Group revenue reached US$26.9 billion for the three months ended June 30, 2026, up 43% year on year — the fastest growth in five years — while the underlying business also became more profitable, with adjusted net income up 176% to US$1.1 billion and gross margin widening to 16.5% from 14.7%. Reported results show a net loss of US$609 million, but that swing is a single non-cash item: a fair-value charge on outstanding warrants, unrelated to trading performance.
Friday 14 August 2026
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages will continue to squeeze device costs into next year. chairman and CEO Yuanqing Yang said the group's goal of reaching US$100 billion in annual revenue, originally set for "two years" from the start of the fiscal year, is now on track to be achieved "sooner than planned," with a further target of US$130 billion in revenue and a net margin above 5% raised by analysts on the call and left unchallenged by management as the multi-year direction.
Friday 14 August 2026
Qisda unit expands robot computing platform into Europe and U.S. supply chains
Acepillar, a unit of Qisda, said it has extended its industrial PC, motion control, and automation capabilities into humanoid robotics as global demand shifts toward high-compute, low-latency control systems. The company said its integrated computing platform has passed overseas customer validation, entered mass delivery, and is now being applied in international humanoid robot deployments, including in Europe and the US.