China smartphone market and industry, 2Q 2026

China smartphone market and industry, 2Q 2026: 2H26 shipments to drop by over 30% YoY

Luke Lin • Jul 28, 2026

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TGV still faces technical barriers; CoPoS commercialization not likely until 2030

TGV still faces technical barriers; CoPoS commercialization not likely until 2030

Jason Yang • Jul 21, 2026

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Huakun deepens server cooperation with Huawei, targets overseas growth through on-premise AI applications

Huakun deepens server cooperation with Huawei, with clients already in ASEAN, Central Asia, and South Asia. The company targets overseas growth through on-premise AI applications.

Yen Chou • Jul 7, 2026

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Notebook shipment update, May 2026

In May 2026, combined shipments from the top five notebook brands increased by approximately 8% month-over-month. However, shipments by brand vendors were still down about 6% compared with May 2025.

Henry Chang • Jul 7, 2026

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Winning the AI Glasses Race: Why Myopia Users and Optical Retailers Hold the Key to Mass Adoption

AI glasses are emerging as a key gateway to AI; the market is projected to grow rapidly between 2026 and 2030, with a compound annual growth rate of 48%, creating new opportunities across the supply chain.

Brandon Fang • Jul 8, 2026

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Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

Megawatt AI Racks: Infrastructure Evolution & Wide-Bandgap Power Semiconductor Opportunities by 2030

Tony Huang • Jun 26, 2026

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Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027

Aaron Chen • Jun 22, 2026

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Global smartphone industry, 1Q 2026

Estimated 2Q26 Chinese enterprise smartphone shipments to decrease by 17.8% YoY; Smartphone shipments in the Chinese market will decrease by 5.4% YoY

Luke Lin • Jun 4, 2026

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Global top-3 memory maker status, 2Q 2026: Surging prices and AI demand lock in a strong memory seller's market

Memory makers' revenues are estimated to hit another record high in the second quarter of 2026; The US, Japan, and South Korea launch new product competitions, while Taiwanese players continue to pursue niche market momentum.

Chiawen Chang • Jun 2, 2026

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Notebook shipment update, April 2026

Affected by weakened channel stocking momentum and a high base period, shipments of the top five notebook brands fell 33% sequentially in April 2026.

Henry Chang • Jun 3, 2026

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