Taiwan's expanding drone exports to Central and Eastern Europe, largely transshipped to Ukraine, underscore growing supply-chain and security implications. Growing shipments and combat...
Chinese components maker BYD Electronics saw a drop in profits for the first quarter of 2026. The subsidiary of EV maker BYD reported its first-quarter results on April 28, including...
China's GPU startups, including Moore Threads, MetaX, and Biren, are gaining ground in the AI accelerator market. But as demand shifts from training to inference, cluster stability,...
Memory distributor Supreme Electronics (Supreme) saw its revenue double in the first quarter of 2026, driven by a sharp rise in memory prices. DRAM and Flash accounted for nearly 90%...
Samsung Electronics is reportedly preparing a significant strategic pivot: a withdrawal from China's home appliance and television sales market by the end of 2026. According to Nikkei...
Taiwan's drone export momentum continues to surge, with first-quarter 2026 shipments already surpassing the entire 2025 annual total. The market landscape has shifted as well, with...
The memory industry cycle is on the upswing, driven by strong customer orders, rising OSAT prices, and high capacity utilization rates. Memory OSAT companies reported a surprisingly...
China's domestic EDA software developer Empyrean Technology is attracting a growing base of retail investors even as its earnings weaken, underscoring a widening gap between market...
Macronix's return to profitability in the first quarter of 2026 signals supply constraints and stronger memory pricing, with implications for global flash markets and customer supply...
Wistron Group announced that its wholly owned subsidiary, InnoSky Apex, will absorb and merge with GEOSAT Aerospace & Technology. Wistron invested in GEOSAT Aerospace in 2024,...
Eternal Materials's stronger March and first-quarter 2026 results signal resilience across global supply chains of synthetic resins and electronic materials. Rising sales, steady margins,...
China's auto industry is expanding at a striking pace, powered by electric vehicles and a surge in exports that is reshaping the global market order. Analysts in South Korea warn that...
The global PC industry faces a harsh downturn in 2026, with shipments expected to decline by up to 15% amid soaring DRAM and NAND prices, supply shortages, and CPU delivery issues...
China's domestic GPU developer Moore Threads is shifting from heavy R&D spending to early monetisation, delivering triple-digit revenue growth in 2025 and its first quarterly profit...
