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NEWS TAGGED 2026
Tuesday 28 April 2026
Taiwan's 2026 exports set to top US$800 billion as AI fuels electronics surge
Taiwan's exports were forecast to surpass US$800 billion in 2026, driven by strong demand for electronic components and information and audiovisual products tied to artificial intelligence,...
Tuesday 28 April 2026
Amkor records strong 1Q26, advanced packaging expected to triple YoY
Amkor Technology is off to a record start in 2026. First-quarter revenue hit US$1.68 billion, up 27% from the prior year, driven by record performance in AI data center applications...
Tuesday 28 April 2026
Commentary: Honor retools for humanoid robotics, rewrites AI device playbook

Honor's surprise win at this year's Beijing humanoid robot half-marathon has stirred industry debate, not only for its on-track performance...

Tuesday 28 April 2026
Macronix returns to profit in 1Q26, citing tighter supply and higher memory prices
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...
Tuesday 28 April 2026
Restocking, cost pass-through lift Eternal Materials to 1Q26 profit gains
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,...
Tuesday 28 April 2026
Celestica reports strong 1Q26 as cloud demand lifts results
Celestica reported a strong start to 2026, underscoring the growing demand for data center hardware as cloud spending accelerates.
Tuesday 28 April 2026
Nvidia says GPU allocation follows first-come, first-served principle, not highest bidder
Nvidia CEO Jensen Huang clarified in an April 2026 interview with Silicon Valley podcast host Dwarkesh Patel that the company allocates GPUs based on a first-come, first-served principle...
Tuesday 28 April 2026
Intel prioritizes Xeon; CPU shortage opens door for AMD and MediaTek
Generative AI has driven a surge in GPU demand and accelerated a structural reshaping of the semiconductor industry. At the same time, CPUs are re-emerging after years of being sidelined,...
Tuesday 28 April 2026
Wuhan unveils US$38 billion plan; YMTC and XMC lead memory expansion
China's central tech hub Wuhan has unveiled its 2026 major project plan, targeting 355 city-level projects with total investment exceeding CNY260 billion (approx. US$38.1 billion).
Tuesday 28 April 2026
Rising component costs push Chinese phone makers to speed product cycles and favor high-end models
Chinese smartphone manufacturers accelerated product cycles in response to rising upstream component costs and weak sales, as memory price increases in 2026 squeezed margins and prompted...
Tuesday 28 April 2026
Cadence signals strong start to 2026 as AI drives growth across EDA and IP

Cadence Design Systems reported a robust first quarter for 2026, underscoring how accelerating demand for AI is reshaping semiconductor...

Tuesday 28 April 2026
Taiwan payment firm targets small merchants to push non-cash transactions past NT$10 trillion
Systex Fintech said it will focus on onboarding small merchants who currently transact in cash to help drive the island's non-cash transaction value from NT$6 trillion in 2023 toward...
Tuesday 28 April 2026
Strong demand and advanced packaging execution drive Amkor's upbeat quarter
Amkor Technology reported a strong start to 2026, with management attributing the performance to robust demand across multiple end markets and continued execution in advanced packa...
Tuesday 28 April 2026
Kakao Mobility launches Level 4 robotaxi, scales AI mobility platform
South Korea's leading mobility platform, Kakao Mobility is accelerating the commercial rollout of Level 4 autonomous driving, placing artificial intelligence at the center of a "physical...