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NEWS TAGGED 2026
Tuesday 3 November 2026
Memory price surge hits smartphones, cutting 2026 mobile SoC shipments nearly 20%
The AI infrastructure boom has driven up memory prices across consumer electronics, dampening sales of smartphones and notebooks while hitting upstream system-on-chip (SoC) developers...
Tuesday 3 November 2026
Panasonic Industry to invest JPY92 billion in AI-related circuit board materials and capacitors
Panasonic Industry, the electronic components subsidiary of Panasonic Group, plans to invest approximately JPY92 billion (approx. US$582.8 million) in its AI-related businesses to...
Tuesday 3 November 2026
Apple's US$5 trillion dilemma: iPhone Duo and AI raise stakes for next growth chapter

Apple's record fiscal 2026 performance left a central question unresolved: can premium-priced iPhones, AI, and expanding services sustain enough...

Tuesday 3 November 2026
Gemtek joins three optical standards groups for AI data center development
Gemtek Technology has joined three optical communications standards groups as the industry develops alternatives for connecting AI data centers. The move could influence interoperability,...
Tuesday 3 November 2026
TSMC's next US chip plant could land in Sherman
Sherman, a city north of Dallas, has emerged as a possible site for TSMC's next US chip plant, with Texas development documents describing a proposed US$45 billion investment in two...
Tuesday 3 November 2026
Metaage posts 17% revenue growth through 3Q26, eyes AI expansion
Metaage, a subsidiary of Qisda, posted consolidated revenue of approximately NT$19 billion (US$583 million) for the first three quarters of 2026, up 17% from NT$16.2 billion in the...
Tuesday 3 November 2026
Commentary: Foxconn charts its own path beyond humanoid robot hype
Although robots received less coverage at Foxconn's 2026 Hon Hai Tech Day (HHTD 26) than in 2025, the company demonstrated the confidence of a global manufacturing leader by looking...
Tuesday 3 November 2026
China's anti-price-war drive fails to ease solar overcapacity as four industry giants remain in the red
China's leading solar manufacturers have reported their third-quarter 2026 financial results, showing signs of improving profitability but continued heavy losses, underscoring the...
Tuesday 3 November 2026
China's memory chipmakers extend their boom into the third quarter as capacity, policy risks build
China's memory chip industry heads into the final quarter of 2026 riding a global supply shortage: its leading DRAM maker booked more than CNY54 billion (US$8.11 billion) in third-quarter...
Tuesday 3 November 2026
AI spending surge puts tech giants’ cash flow under scrutiny
Amazon, Microsoft, Google, and Meta are expected to spend more than US$720 billion on capital expenditures in 2026 to build out AI infrastructure, nearly three times the level of two...
Tuesday 3 November 2026
High inventories threaten Taiwan manufacturing PMI expansion
The Chung-Hua Institution for Economic Research (CIER) released Taiwan's purchasing managers' index (PMI) for October 2026 on November 2, showing continued expansion, with the outlook...
Tuesday 3 November 2026
Apple closes record fiscal 2026 with US$114.5 billion in 4Q revenue — but growth remains uneven
Apple reported record September-quarter revenue of US$114.5 billion for its fiscal 4Q26 ended September 26, 2026, up 12% YoY, supported by strong iPhone and Mac sales and an all-time...
Tuesday 3 November 2026
SK Hynix ramps up SOCAMM2 as material shortages push up PCB prices
SK Hynix is increasing orders for small outline compression attached memory module 2 (SOCAMM2) printed circuit boards (PCBs) as production ramps up for Nvidia's Vera Rubin AI platform,...
Tuesday 3 November 2026
Beyond the robots: Three companies to watch at FIX 2026
Humanoid robots and self-driving cars were hard to miss at South Korea's Future Innovation Tech Expo (FIX 2026) in Daegu. But some of the less flashy technologies on display were just...
Tuesday 3 November 2026
Nuvoton expects BMC shipments to expand in 2027 as CSPs, startups join
Nuvoton expects its baseboard management controller (BMC) business to grow faster in 2027 than in 2026, driven by strong AI demand, higher orders from existing customers, and new customers...