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NEWS TAGGED 2026
Monday 24 November 2025
Lenovo builds a 50% inventory buffer to hold PC prices through 2025
Lenovo expects component costs to stay elevated but says its inventory buffer, scale, and long-term supplier contracts will keep PC and server prices steady through 2025. During its...
Monday 24 November 2025
Taiwan AI Cloud to launch IPO amid overseas sovereign AI efforts
Taiwan AI Cloud, an AsusTek subsidiary specializing in sovereign AI and medium-scale data center solutions, has officially kicked off its IPO process. CEO Peter Wu announced plans...
Monday 24 November 2025
Visco Vision monthly capacity to reach 52 million contact lenses in 3Q26
Contact lens manufacturer Visco Vision is ramping up production to meet growing demand, aiming to increase its monthly capacity to 49 million pieces in the fourth quarter of 2025...
Monday 24 November 2025
Nvidia's move into mobile memory sparks supply and price concerns
Nvidia plans to incorporate mobile-grade LPDDR memory into future AI servers, a shift that could trigger a severe supply squeeze and drive prices significantly higher through 2026...
Monday 24 November 2025
When EV know-how meets humanoid robots: Chinese automakers' pivot to 'physical AI'
China's electric vehicle (EV) makers are shifting more of their R&D toward humanoid robots, betting the next phase of AI competition will centre on physical-world applications...
Monday 24 November 2025
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease,...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second,...
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Monday 24 November 2025
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...

Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...
Sunday 23 November 2025
Taiwan launches homegrown satellite constellation to replace aging defense comms
After several postponements, Taiwan's first domestically assembled optical remote-sensing satellite of the Formosat-8 program—nicknamed the Zeppelin Satellite (FS-8A)—is...