BOE Technology Group (BOE) is poised to retain its position as the world leader in TV panel shipments in 2026, with market projections showing stable volumes after a significant increase...
With the shift from black-and-white to color boosting pull-in demand, ESG, and AI, e-paper terminals are thriving. Both E Ink Holdings, the leading global e-paper materials supplier,...
2025 proved turbulent for downstream applications and end-user devices. Tariffs and geopolitical tensions dominated the first half, while AI gained momentum later in the year. Global...
The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
Global 5G penetration is expected to overtake 4G in 2027 to become the dominant network technology, according to the latest Mobility Report from Ericsson. In addition to this pivotal...
Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with...
It is difficult to imagine any company exerting greater influence on the AI industry in 2025 than Nvidia. The market closely tracks CEO Jensen Huang's every move—whether he was...
The US International Trade Commission (ITC) has formally launched a Section 337 investigation into alleged patent infringement involving advanced memory products, naming Samsung Electronics,...
Ability Opto-Electronics Technology (AOET) expressed optimism for its 2026 operations during its earnings call on December 30, despite the notebook market being impacted by rising...
The rise of AI sovereignty is fueling a new global competition, driving countries to invest heavily in AI infrastructure and technologies, akin to an arms race. As nations seek to...
In 2025, generative AI investments are reshaping the global semiconductor industry. Nvidia, TSMC, and their supply chains emerge as the biggest winners. But the boom brings new challenges...
In 2025, the global automotive industry faced major structural shifts and geopolitical disruptions. Slowing growth in battery electric vehicles, changes in US EV policies, and chip...
Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures...
Samsung Electronics has expanded an internal investigation into alleged employee misconduct at its Taiwan subsidiary, a move the company characterizes as an isolated matter despite...
