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Tuesday 27 January 2026

TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift

The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.

Monday 26 January 2026

How rising memory prices are reshaping the smartphone supply chain

As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply chain—and display panel makers are increasingly feeling the strain.

Monday 26 January 2026

Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market share—another question drawing market attention is whether Apple will launch its first foldable iPhone, tentatively dubbed the iPhone Fold, on schedule in 2026.

Monday 26 January 2026

Commentary: Metalenses move from lab to market, reshaping optical design

As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading into 2026. At the Consumer Electronics Show early this year, companies including MetaOptics and Kyocera showcased a range of wearable devices incorporating metalens technology, signaling that the long-promised shift from laboratory research to commercial deployment may finally be underway.

Friday 23 January 2026

BOE production issues with iPhone OLED create opening for South Korean suppliers

China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC) has taken over millions of iPhone OLED orders originally assigned to BOE.

Wednesday 21 January 2026

Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026

Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models and related SoCs.

Friday 16 January 2026

MediaTek scales flagship performance with Dimensity 9500s and 8500

MediaTek has launched the Dimensity 9500s and Dimensity 8500 mobile processors, both carrying over key technologies from the company's flagship Dimensity platform. The new chips deliver upgrades in performance, power efficiency, AI processing, imaging, gaming, and connectivity, targeting the premium smartphone market.

Thursday 15 January 2026

Smartphone panel prices hit by memory price surge

Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak period, the effects of higher memory prices are beginning to surface. Pull-in momentum from end-device makers has slowed, leading to across-the-board declines in smartphone panel prices across different technology types.

Wednesday 14 January 2026

Motorola unveils SiC battery tech for lighter, longer-lasting smartphones

Motorola announced three new smartphone models—edge 70, g57, and g86 Power—in Taiwan on January 12, highlighting a breakthrough in silicon-carbon (SiC) battery technology. The edge 70 features a 4,800mAh SiC battery that reduces its weight to 159g and thickness to just 5.99mm, making it the thinnest smartphone on the market equipped with three 50MP cameras.

Monday 12 January 2026

Jarllytec seeks more foldable smartphone shipments in 2H26

Notebook hinge maker Jarllytec said that its confirmed orders for the 2026 3C product lines include one new China-branded foldable smartphone model, which is scheduled to enter mass production and shipment in the first half of the year. The company is also pursuing orders for new models in the second half. New laptop models from US-based laptop brands are expected to ramp up shipments in the first half, along with continued contributions from high-priced China-branded foldable notebooks. The LCD-related business is expected to remain relatively moderate.

Saturday 10 January 2026

Sporton passes first Wi-Fi 8 test and receives FCC approval

Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC). The project supported MediaTek's Filogic 8000 series chips that it showcased at CES, making Sporton one of the earliest testing laboratories globally to enable Wi-Fi 8 products to pass FCC approval.

Friday 9 January 2026

Largan braces for 1Q26 seasonal dip as capacity utilization loosens

Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from new product pull-ins by customers, the company posted consolidated full-year 2025 revenue of NT$61.15 billion (US$1.94 billion), up 3% year over year and surpassing the previous record of NT$60.75 billion set in 2019. However, gross margin in the fourth quarter of 2025 unexpectedly fell below 50%, slipping to 47.8%.

Friday 9 January 2026

Largan faces challenges as memory price impacts spread

Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices are squeezing smartphone bills of materials (BOM), making customers more hesitant to pursue lens specification upgrades. Visibility for the full year of 2026 remains unclear, with only the first quarter confirmed to be affected by the traditional off-season, during which capacity utilization will be lower than in previous years.

Thursday 8 January 2026

Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments

Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly by 0.38% from the previous month but up 31.26% year over year. Consolidated revenue for the fourth quarter of 2025 reached NT$4.79 billion, marking a 6.83% sequential increase and a 29.37% rise compared to the same quarter last year. However, full-year 2025 consolidated revenue totaled NT$16.64 billion, reflecting a 4.69% decline compared with full-year 2024.

Thursday 8 January 2026

TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery

Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with Apple and other electronics makers launching new devices for the end of year shopping season. TDK has made significant progress in increasing battery capacity while maintaining slim device profiles, and its technology is currently mainly adopted by Chinese smartphone makers.

Tuesday 6 January 2026

Largan posts 3% revenue growth in 2025, aims to improve variable aperture yield in 2026

Largan Precision, a leading supplier of smartphone camera lenses, reported an unaudited consolidated revenue of NT$5.62 billion (US$178.41 million) for December 2025, marking a 6% increase from the previous month and remaining flat compared with December 2024.

Monday 5 January 2026

iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly shipments beyond 6 million units in November 2025, according to industry estimates. The rebound marks Apple's strongest performance in the market in recent years after a period of declining share amid intense competition from domestic smartphone brands.

Friday 2 January 2026

Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate

Samsung Electronics' 2026 spring flagship smartphones, the Galaxy S26/S26 Plus, are rumored to feature specifications similar to those of the previous generation. Analysts have revealed that this is related to the management style of TM Roh, head of Samsung's Mobile eXperience (MX) business, who has emphasized cost reduction. However, this strategy has not been received well by consumers.

Friday 2 January 2026

Samsung's Exynos chip faces challenges returning to Galaxy flagship, focuses on expanding applications

Samsung Electronics' Exynos 2600 chip platform is confirmed to be used in the upcoming Galaxy S series flagship phones, but it still faces significant challenges. Recent market reports indicate that the production yield of the Exynos 2600 remains below optimal levels, which will inevitably impact shipment volumes.

Wednesday 31 December 2025

Limited 2026 sports boost seen for panel shipments; foldable displays gain traction

Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty among brand owners, coupled with rising upstream material costs, is eroding confidence and creating a subdued mood across the supply chain.

Wednesday 31 December 2025

Taiwanese network IC designs to benefit from rising telecom restocking in 2026

Market inventory destocking in the networking supply chain is nearing its end, with telecom operators significantly increasing restocking for network infrastructure since the second half of 2025. This positive trend is expected to continue into the first half of 2026, offering growth opportunities to Taiwanese network integrated circuit (IC) design firms such as Realtek, MediaTek, Airoha, and RichWave, according to multiple sources in the supply chain.

Wednesday 31 December 2025

Samsung modernizes 30-year-old Austin fab to serve Apple, high-end chip demand

Samsung Electronics is reportedly beginning upgrades to the core gas infrastructure at its semiconductor fab in Austin, Texas. Industry observers view the move as the start of a broader modernization overhaul, signaling Samsung's intention to position the Austin facility as a long-term strategic hub capable of handling high-value-added manufacturing processes.

Monday 29 December 2025

Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?

Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component shortages. As 2026 approaches, several structural issues are set to define the market's direction.

Monday 29 December 2025

Microip's self-developed NFC chip hits 99% first-pass yield, targets AIoT security

ASIC design service and artificial intelligence (AI) software solution provider Microip announced on December 26, 2025, that its first self-developed near-field communication (NFC) transceiver IC has completed chip testing and verification, achieving a first-time right (FTR) initial test yield of as high as 99%.

Wednesday 24 December 2025

Taiwan's November export orders up nearly 40%, driven by US AI demand

Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1% year-over-year. Orders for information and communications products, focused on artificial intelligence (AI) servers, rose by US$6.43 billion, marking a sharp year-over-year increase of 117.7%.

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