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NEWS TAGGED 2026
Friday 3 July 2026
Competing Paths in Data Center Optics: XPO Could Beat CPO to Mass Production in 2027
DIGITIMES notes that Arista Networks unveiled XPO at The Optical Fiber Communication Conference and Exhibition 2026 (OFC 2026). Unlike CPO, which is associated with more disruptive...
Friday 3 July 2026
Meta compute plan revives AI bubble worries, but server suppliers stay upbeat

Meta is reportedly preparing to sell excess AI compute, reigniting debate over whether the artificial intelligence boom is overheating...

Friday 3 July 2026
Analysis: Innoscience-Infineon clash shows China's courts becoming a weapon in the global GaN race
A rare gallium nitride (GaN) patent clash dominated the opening day of electronica Shanghai 2026, after China's Innoscience accused Infineon of displaying GaN power products covered...
Friday 3 July 2026
Sinbon lifts revenue to record levels as humanoid robot work advances
Sinbon reported record monthly revenue in June 2026 and new highs for the second quarter and the first half of 2026, driven by stronger demand in green energy and industrial applications...
Friday 3 July 2026
Turvo expands auto business and targets growth in five new markets
Turvo Technology said on July 2 that it is expanding beyond automotive parts into healthcare, semiconductors, and robotics, a move that may interest global manufacturers and investors...
Friday 3 July 2026
Renesas trims chip portfolio to focus on AI servers and EVs

Renesas Electronics has completed the sale of its timing device business to US fabless semiconductor specialist SiTime, tightening its...

Friday 3 July 2026
UBTech CEO says robots will take over most physical jobs in 20 years
UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the...
Friday 3 July 2026
Chinese power chip price hikes lift Taiwanese suppliers
Inflationary pressures are hitting the semiconductor supply chain in 2026 as Chinese power device makers raise prices, while Taiwan-based firms say their flexibility, quality, and...
Friday 3 July 2026
Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand...

Friday 3 July 2026
Innoscience says Infineon removed disputed GaN products from Shanghai trade show after patent challenge
Chinese gallium nitride (GaN) chipmaker Innoscience said on July 2 via its official WeChat account that certain GaN products from Infineon Technologies displayed at electronica China...
Friday 3 July 2026
Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026
Apple's iPhone slips in China as local brands hold off challenge
Apple's iPhone lost momentum in China in the first five months of 2026, while domestic smartphone brands largely preserved their home-market advantage. The shift came as volatile memory...
Thursday 2 July 2026
Passive component suppliers regain momentum on AI server and auto demand

Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers,...

Thursday 2 July 2026
DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026
Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers
The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...