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NEWS TAGGED 2026
Monday 22 December 2025
Samsung's HBM4 SiP tops Nvidia's performance tests, heating up memory race
Samsung Electronics and SK Hynix are reportedly intensifying their competition to supply Nvidia's sixth-generation high-bandwidth memory (HBM), known as HBM4. The new HBM4 will be...
Monday 22 December 2025
Auto suppliers pivot to smart cockpits as EV momentum cools
The global automotive supplier landscape is entering a period of heightened competition as slowing electric vehicle adoption forces a strategic pivot toward digital cabin technology...
Monday 22 December 2025
System integration upends traditional Tier 1 automotive suppliers
The automotive industry is experiencing a significant structural transformation, putting traditional Tier 1 suppliers under increasing pressure amid a shift toward system integration...
Monday 22 December 2025
Chinese automakers reshape global market with diversified export strategy
As the global automotive industry remains focused on tariff barriers and policy battles, Chinese automakers have quietly advanced their overseas strategies into a new phase, aiming...
Monday 22 December 2025
Apple to launch new personalized Siri in 2026 as cautious approach to AI strategy
Apple has confirmed it will release a new generation of Siri in 2026, marking a major software update and a renewed effort to compete in the artificial intelligence (AI) sector. The...
Monday 22 December 2025
Research insight: SpaceX's growth story is shifting from rockets to networks in space

SpaceX is widely expected to pursue an initial public offering in mid to late 2026. In anticipation, investors have increasingly tied...

Monday 22 December 2025
TSMC's CoPoS equipment set for mid-2026; overseas suppliers shake up Taiwan firms
Benefiting from surges in AI GPU, and ASIC demand, both TSMC and non-TSMC camps have raised their 2026 CoWoS capacity plans. Notably, due to CoWoS supply shortages and Nvidia's requirements,...
Monday 22 December 2025
Memory price spike pressures consumer tech as AI absorbs supply
Rising memory chip prices are unlikely to slow the world's largest technology companies as they accelerate investment in artificial intelligence computing, but the surge risks squeezing...
Monday 22 December 2025
Wistron invests US$683M to expand AI server capacity, backs US cloud startup
Wistron's board approved a new investment plan on December 19 to expand AI server and networking production. The company will build a new factory in Vietnam for network products and...
Monday 22 December 2025
Protection component prices stabilize: Thinking Electronic pins 2026 growth on AI

Record-high precious metal prices upstream are tightening cost pressure across the passive components industry, but the impact on protection...

Monday 22 December 2025
Memory supercycle exposes T-Glass constraint, tightening BT substrate supply
As the global memory industry enters a supercycle driven by structural supply shortages, BT substrates for memory chips are also tightening. Taiwan-based IC substrate makers Kinsus...
Monday 22 December 2025
AP Memory sets 2026 mass production timeline for S-SiCap discrete silicon capacitors

AP Memory is expanding into AI servers and high-performance computing, with its S-SiCap roadmap delivering concrete progress. Fourth-generation...

Monday 22 December 2025
Taipower pivots to small-scale green power as carbon pressure tightens on exporters

Corporate demand for green electricity is accelerating as Taiwan prepares to implement carbon fees in 2026 and as the European Union's...

Monday 22 December 2025
Apaq Technology sees strong growth in solid capacitors driven by AI demand
Apaq Technology reported a sharp rise in demand for solid capacitors, fueled primarily by AI servers and AI PCs, during an investor briefing on December 17. General Manager ST Lin...
Monday 22 December 2025
Eternal Precision Mechanics commands 95% share of ABF vacuum press market

Eternal Precision Mechanics, a subsidiary of LCY Technology (Eternal Materials), has quietly become one of the most dominant players...