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NEWS TAGGED 2026
Friday 17 April 2026
Lens Technology swings to loss on weak smartphone demand, FX pressure
Lens Technology reported a sharp earnings reversal in the first quarter of 2026, weighed down by softer demand for smartphones and PCs and rising financial costs, even as it continues...
Friday 17 April 2026
Commentary: Robots are selling, but profits are not; data is the real prize

Capital is still pouring into humanoid robotics in 2026, but the industry's financials are telling a more complicated story.

Friday 17 April 2026
Samsung deploys AI across TV lineup to counter Chinese rivals and weather weak demand
On April 15, Samsung Electronics unveiled a broad AI-driven TV strategy at "The First Look Seoul 2026" event in Seoul, signaling an aggressive bid to differentiate its products through...
Friday 17 April 2026
Whetron highlights AI vision and radar safety systems at Taipei AMPA 2026
Whetron Electronics, a Taiwanese Tier 1 automotive electronics supplier, said it recently showcased a new suite of advanced driver-assistance and in-cockpit sensing technologies at...
Friday 17 April 2026
Memory module maker Apacer beats full-year 2025 profit in first quarter, inventory climbs

Memory module maker Apacer Technology reported its consolidated financial results for the first quarter of 2026, with revenue reaching...

Friday 17 April 2026
Vingroup signs US$6.5 billion India investment framework with Maharashtra
Vingroup's memorandum of understanding with the Government of Maharashtra, India, could channel about US$6.5 billion into urban development, electric mobility, renewable energy, and...
Friday 17 April 2026
UMC signals 2026 wafer price adjustment amid tightening demand and capacity pressure
United Microelectronics Corp. (UMC) is expected to raise wafer foundry prices in the second half of 2026, as demand for logic and memory-related applications remains resilient and...
Friday 17 April 2026
TSMC revises advanced process and packaging strategy
TSMC chairman C.C. Wei emphasized persistent capacity shortages during the company's earnings call, noting that 3nm technology accounted for about 25% of first-quarter 2026 revenue...
Friday 17 April 2026
Taiwan's OSAT expansion could tighten global test capacity and raise costs
Taiwan's outsourced semiconductor assembly and test industry is expanding rapidly, driven by AI, high-performance computing, and memory demand. Global supply chains may face tighter...
Friday 17 April 2026
Analysis: ASML lifts 2026 guidance on strong EUV demand
ASML delivered first-quarter 2026 results that exceeded expectations, prompting management to raise its full-year guidance despite a cautious outlook for the second quarter. The company...
Friday 17 April 2026
ASML extends Low NA EUV to 2031, ramps up High NA production
ASML's confirmation that memory-chip demand underpinned its stronger-than-expected results for the first quarter of 2026 — along with its updated EUV roadmaps — has broad...
Friday 17 April 2026
Analysis: Intel, Musk advance TeraFab partnership, echoing Apple's TSMC shift

Tesla CEO Elon Musk has aligned his TeraFab megafab initiative with Intel, in a move that had been signaled in recent months.

Friday 17 April 2026
EMS Watch: Lens Technology's earnings shock highlights strain across Apple supply chain

China's consumer electronics supply chain is facing mounting pressure, as Lens Technology posted a sharp earnings downturn that triggered...

Friday 17 April 2026
Nio cuts Nvidia reliance with in-house chips, targets lower EV costs

Rising cost pressure is pushing China's smart EV makers to pivot from scale expansion to efficiency and cost discipline.

Friday 17 April 2026
TSMC chairman C.C. Wei denies customer favoritism regarding tight 1Q26 capacity
TSMC delivered an above-expectations financial performance in the first quarter of 2026 and remains optimistic about continued strong demand for advanced process technologies entering...