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NEWS TAGGED 2026
Friday 24 July 2026
Wistron says growth is strong, but transformation remains incomplete
Wistron said its revenue and profit continue to rise, and its global manufacturing platform is opening new growth avenues for readers watching the electronics, AI, and industrial supply...
Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026
Samsung to break ground on Onyang HBM expansion in October, targets 2029 production
Samsung Electronics plans to break ground in October 2026 on a KRW 1.3 trillion (approx. US$884 million) expansion of its Onyang semiconductor packaging site in South Korea, targeting...
Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026
PG Union bets on new models as Taiwan auto market weakens
PG Union is counting on new vehicle launches to navigate a weakening Taiwan auto market in the second half of 2026, after demand in the first seven months fell short of industry ex...
Friday 24 July 2026
Techzone sees stronger 2026 demand as semiconductor waste processing tightens
Techzone said growing AI demand and continued ramp-up of advanced semiconductor production have increased both the volume and complexity of specialty solvents, pushing hazardous waste...
Friday 24 July 2026
Global Tek expands into AI liquid cooling and robotics to drive second-half growth
Global Tek Industrial said on July 20 that it is moving deeper into AI liquid cooling, humanoid robots and aerospace as it targets stronger operating momentum in the second half of...
Friday 24 July 2026
Ubiqconn lifts first-quarter revenue and expands North America and AI plans
Ubiqconn Technology, a Taiwan-based industrial computer manufacturer, said on July 21 that its consolidated revenue rose to NT$548 million in the first quarter of 2026, up 61% from...
Friday 24 July 2026
After SDA: How the Pentagon is rebuilding military space—and why Taiwan's satellite industry should pay attention
The proposal to dissolve the US Space Development Agency (SDA) in the Fiscal Year 2027 National Defense Authorization Act (NDAA) has attracted attention largely as a government restructuring...
Friday 24 July 2026
AMD goes all-in on ecosystem strategy to challenge Nvidia
AMD used its Advancing AI 2026 conference in San Francisco this week to do more than launch new hardware — it put its entire AI ecosystem strategy on display in a direct challenge...
Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026
STMicroelectronics raises AI data center ambition as second-quarter revenue rebounds 26%
STMicroelectronics (ST) has raised its revenue ambition for AI data centers to above US$1 billion in 2026 and well above US$2 billion in 2027, staking a larger claim on the AI infrastructure...
Thursday 23 July 2026
Mitsubishi Electric and Sony Semiconductor Solutions form AI factory automation venture
Mitsubishi Electric and Sony Group subsidiary Sony Semiconductor Solutions announced on July 22, 2026, that they have signed a partnership agreement to launch a joint venture focused...
Thursday 23 July 2026
Server CPUs are AI boom's next scarce commodity: Intel, AMD reportedly lock in Chinese buyers
The AI build-out has found its next pinch point. After spreading from Nvidia's accelerators to memory and networking gear, the scramble for capacity has now reached the once-plentiful...
Thursday 23 July 2026
Texas Instruments sees China EV surge and rising analog prices as upcycle broadens

Texas Instruments' second quarter of 2026 results landed Wednesday with two signals worth parsing beyond the headline numbers: an automotive...