CONNECT WITH US
NEWS TAGGED 2026
Wednesday 22 July 2026
Taiwan chip supply chain faces tighter green power pressure from Apple and Google
Taiwan's semiconductor supply chain is facing mounting pressure to secure enough green electricity as Apple and Google push suppliers to meet net-zero requirements. The strain is rippling...
Wednesday 22 July 2026
Xiaomi raises 2026 phone target as memory prices strain brands
China's smartphone market is seeing a shift in demand trends. Xiaomi has reportedly raised its full-year 2026 smartphone shipment target from about 90 million units to 110 million,...
Wednesday 22 July 2026
Samsung expands Nvidia ties as AI inference drives NAND demand
Samsung Electronics is expanding its Nvidia relationship into NAND flash as AI inference creates demand for high-capacity enterprise storage.
Wednesday 22 July 2026
AI infrastructure spending is reshaping Southeast Asia's PCB supply chain

Rising investment in AI servers, high-speed networking, and satellite communications is accelerating a shift in Southeast Asia's electronics...

Wednesday 22 July 2026
'Two companies, one business': how Zeiss and ASML are riding the AI boom to dominate EUV

Zeiss, the exclusive supplier of ASML's extreme ultraviolet (EUV) optical systems, says the two companies operate as though they were...

Wednesday 22 July 2026
Academia Sinica quantum chip platform targets production by end of 2026
Academia Sinica said its quantum chip fabrication platform in Tainan is moving through equipment calibration and is expected to start producing quantum chips by the end of 2026. The...
Tuesday 21 July 2026
Goldkey secures NT$3.6 billion loan to expand AI server memory business
Goldkey Technology has completed and signed a three-year syndicated loan worth NT$3.6 billion (US$111.3 million) to support inventory growth and working capital needs tied to AI servers...
Tuesday 21 July 2026
Trump offers tariff relief to aluminum producers investing in US smelters

US President Donald Trump has signed a proclamation creating a new incentive program that would cut import tariffs on primary aluminum...

Tuesday 21 July 2026
China's magnet exports hit records — but the tap stays political

China's exports of rare-earth permanent magnets reached record levels in the first half of 2026, yet the same customs data reveal a...

Tuesday 21 July 2026
Taiwan's top motherboard makers slash 2026 shipments again, with Asus, Gigabyte below 10M units

Taiwan's four largest motherboard brands have cut their 2026 shipment forecasts for a second time as memory and CPU shortages, rising component...

Tuesday 21 July 2026
DDR5 module spot prices hit record highs as China-made dies narrow price gap
The pace of memory contract price increases has begun to slow in the second half of 2026, but DDR5 spot prices continue to climb as AI and server applications absorb available supply,...
Tuesday 21 July 2026
Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...

Tuesday 21 July 2026
WAIC 2026 elevates the 'token factory' — why is China chasing cheap tokens over bigger models?

At the 2026 World Artificial Intelligence Conference (WAIC) in Shanghai, held July 17-20 across "three districts and four venues" with...

Tuesday 21 July 2026
Li Auto reportedly forms new Shanghai chip company to expand in-house semiconductor ambitions
Chinese electric vehicle (EV) maker Li Auto has established a new subsidiary focused on IC chip design, underscoring its long-term strategy of developing core AI technologies in-ho...
Tuesday 21 July 2026
Tariffs, competition drag down top automakers' 1H26 sales

The world's biggest automakers are losing their long-held advantage as weaker demand, tariffs, and fierce competition reshape the market...