Quanta Cloud Technology's expected 2026 server momentum could reshape global data center supply chains, as rising demand for both AI and general-purpose servers — highlighted...
South Korea's global OLED market share increased by 1.5pp to 68.7% in 2025, marking its first rise in a decade and drawing widespread attention. According to Chosun Biz, the...
Sources from the notebook (NB) supply chain stated that Taiwanese ODM manufacturers that once stood at the forefront of the market are gradually stepping back, with Chinese ODM manufacturers...
China's Wingtech Technology is entering a critical phase marked by a sharp deterioration in financial performance, regulatory scrutiny, and operational disruption tied to its contested...
Lenovo Group told suppliers at its 2026 Global Supplier Conference on April 29 in Hefei that it expected surging demand for AI PCs and GPU servers to lift revenues and that the company...
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,...
