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Wednesday 1 April 2026

Rising memory costs and AI demand set to shrink PC shipments

A prolonged shortage of memory and storage components—driven largely by the rapid expansion of artificial intelligence infrastructure—is expected to weigh heavily on the global personal computer market in 2026.

Tuesday 31 March 2026

Lens Technology shifts beyond iPhone into AI servers, robotics, and aerospace

China-based Lens Technology is accelerating a shift beyond consumer electronics, positioning itself across AI terminals, server infrastructure, robotics, and commercial aerospace as it seeks to reduce reliance on the smartphone cycle.

Tuesday 31 March 2026

Apple sustains growth with budget MacBook Neo and OpenClaw craze

Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched budget MacBook "Neo" have prompted the supply chain to receive increased orders. Second, the recent surge in popularity of OpenClaw has driven robust demand for the Mac mini, allowing Apple to remain steady despite broader headwinds in the consumer electronics market.

Tuesday 31 March 2026

Apple's removal of vibe coding apps sparks debate over security and competition

Apple has removed and restricted several vibe-coding or AI-driven app development tools from its App Store, escalating tensions with developers over platform rules and the future of software creation on iOS.

Tuesday 31 March 2026

Apple at 50: 10 business models that built a trillion-dollar empire

On April 1, 1976, Apple was founded in a garage — and few could have imagined that this small computer company would, over the next 50 years, completely transform the technology industry. From the Apple II to the iPhone, from the Macintosh to the Apple Watch, and from iTunes to Apple Music, Apple has become a cultural symbol and the cornerstone of its own empire.

Monday 30 March 2026

Taiwan’s AI pivot: from chip factory to “silicon innovation island”

Taiwan is moving to cement its status as the "beating heart" of the global technology industry by transitioning from a hardware manufacturing powerhouse into what Acer founder Stan Shih calls a "silicon innovation island". The Taiwanese government plans to do this through a series of infrastructure projects, from power generation to supercomputing.

Monday 30 March 2026

Senao International eyes AI and used phone demand to drive 2026 growth

Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone penetration reshape demand. The Taiwanese distributor plans to pivot toward AI-capable smartphones and the used-phone market to sustain revenue amid slowing shipments and rising component costs.

Saturday 28 March 2026

PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models

Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent forecasts have grown more pessimistic, with IDC revising its shipment decline estimate from 8.9% in January down to 11.3%.

Thursday 26 March 2026

Dell sees stronger AI demand boosting early PC orders despite memory price hikes

Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers, with the GB10 model especially popular. While AI servers are booming, the PC market faces headwinds from memory shortages and rising prices, which inevitably impact sales. Liao expects memory price increases to persist, making current PC prices the lowest point for the year.

Wednesday 25 March 2026

Samsung Galaxy S26 bridges AirDrop gap, ending 'green bubble' isolation

Samsung Electronics officially announced a transformative update to its Quick Share solution, marking a historic shift in the mobile industry by introducing native compatibility with Apple's AirDrop protocol. Beginning March 23, 2026, the South Korean tech giant is rolling out this cross-platform functionality, starting with the newly released Galaxy S26 series. This move represents the first time a Samsung smartphone has natively bridged the gap to Apple's notoriously closed sharing ecosystem, effectively ending years of digital isolation between Android and iOS users.

Wednesday 25 March 2026

TSMC SVP Lora Ho to retire, set to join Acer as independent director

Acer is set to elect new board members at its 2026 shareholders' meeting, with Taiwan Semiconductor Manufacturing Company (TSMC) senior vice president Lora Ho included in the list of nominees for the new board. Industry observers expect her nomination to be approved at Acer's shareholder meeting on May 29.

Wednesday 25 March 2026

Xiaomi flags memory pressure, sees Apple user conversions, and pushes embodied AI strategy

Xiaomi executives outlined the group's 2025 performance and strategic priorities during an investor earnings call and webcast on March 24. Management highlighted record annual revenue and adjusted net profit, then devoted much of the presentation to artificial intelligence (AI), embodied intelligence (physical AI), and progress in the company's electric vehicle (EV) business. The call opened with standard operator instructions and procedural remarks from investor relations, followed by prepared remarks from Xiaomi president Lu Weibing and CFO Alain Lam Sai Wai, who fielded investor questions.

Wednesday 25 March 2026

Xiaomi reports record 2025 revenue as EV growth offsets smartphone pressure

On March 24, Xiaomi reported fourth-quarter revenue of CNY116.92 billion (approx. US$16.2 billion), up 7.3% year-over-year and slightly above Bloomberg consensus estimates, as strong growth in its electric vehicle and new initiatives business helped offset weakness in its core smartphone segment.

Tuesday 24 March 2026

Sharp taps BD chief as CEO in post-restructuring shift

Sharp Corporation, a subsidiary of Foxconn, has named its Chief Business Development Officer, Tetsuji Kawamura, as its next president and CEO, placing an executive with deep overseas and new-business experience at the helm as the Japanese electronics maker pivots from restructuring toward growth.

Tuesday 24 March 2026

WWDC26: Apple signals AI maturity and 'charm approach' to China amid Tim Cook's visit

Apple officially confirmed on Monday that its annual Worldwide Developers Conference (WWDC) will return from June 8 to June 12, 2026. While the core experience remains online and free for its 34-million-strong developer community, the company is doubling down on a hybrid strategy, hosting a marquee in-person event at Apple Park on opening day.

Tuesday 24 March 2026

Japan exits the living room: TCL nears deal to acquire Sony's TV business

Sony's deal to sell off a majority stake of its television business to rival TCL is reportedly nearing completion. The proposed US$1 billion transaction reflects the long decline of Japan's television giants at the hands of rising Chinese competitors like TCL.

Monday 23 March 2026

Will Qualcomm CEO highlight beyond AI PCs at Computex?

Computex 2026, set to take place in June, has once again invited Qualcomm CEO Cristiano Amon as the opening keynote speaker. In recent years, Qualcomm has stepped up its efforts at Computex to promote its AI PC business, with Cristiano Amon becoming a regular presence in keynote sessions.

Monday 23 March 2026

Netronix expects momentum from color e-readers, displays, and subsidiaries to carry into 2026

Netronix said it expects revenue and profits to continue to climb into 2026 after peaking in 2025, driven by e-book readers, digital advertising displays, and contributions from subsidiaries. The company forecast continued shipment growth and double-digit revenue gains next year.

Friday 20 March 2026

Analysis: Memory price swings leave e-reader supply chain in the red

Recent shifts in the memory market are putting significant pressure on the e-reader supply chain, from upstream manufacturers to midstream module makers and downstream brand companies.

Wednesday 18 March 2026

Apple's low-cost MacBook Neo pressures consumer electronics amid rising memory costs

Apple launched the MacBook Neo in March 2026, featuring an Arm-based A18 Pro processor, with pricing starting at US$599 and US$499 for students. Supply chain sources warn that surging memory costs driven by AI demand are squeezing consumer electronics margins and threatening a sharp downturn in global device shipments.

Wednesday 18 March 2026

Apple adopts MediaTek Wi-Fi chip for MacBook Neo to save costs, say sources

Apple's recently launched affordable MacBook Neo has been found to use MediaTek's Wi-Fi and Bluetooth chips instead of Broadcom or Apple's own N1 chip, according to teardown reports. Industry insiders assess that Apple likely made this decision to reduce costs while buying time to improve its in-house N-series chip specifications.

Wednesday 18 March 2026

Intel unveils Core Ultra 200HX Plus processors with up to 8% gaming boost

Intel on March 17 launched its Core Ultra 200HX Plus series mobile processors, expanding its high-performance lineup for gaming, content creation and workstation applications. The new series includes the Core Ultra 9 290HX Plus and Core Ultra 7 270HX Plus, featuring architectural refinements and support for a new Binary Optimization Tool aimed at improving native performance in select workloads.

Wednesday 18 March 2026

Oppo seeks to offset component cost pressures with global expansion and premium push

Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is deploying a mix of procurement, product, and market strategies to sustain growth in 2026 while strengthening its position in the premium segment.

Tuesday 17 March 2026

MSI to increase gaming product prices by up to 30% as memory costs spike

With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said the company is actively expanding in the AI server market, achieving growth of 50 to 100% in 2025, and expects to maintain strong growth in 2026. In addition, they expect gaming products to see a price increase of about 15 to 30% in 2026 due to the impact of rising memory costs.

Tuesday 17 March 2026

Samsung Electronics reports shifts in raw material costs and production output in fiscal 2025

Samsung Electronics has released comprehensive operational data for fiscal 2025, revealing a complex picture of shifting raw material costs and high production efficiency. Despite rising prices for essential smartphone components, the company maintained full capacity across its semiconductor and display divisions to meet global demand.

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