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NEWS TAGGED 2026
Monday 3 August 2026
Chinese display makers reportedly double down on large LCDs and OLED expansion

China's leading display manufacturers are stepping up investments across both LCD and OLED technologies, targeting larger TV panels...

Monday 3 August 2026
Lite-On adds two major CSP customers as AI revenue tops 30%, targets 30% margin longer term

Lite-On Technology delivered record profitability in the second quarter of 2026, with gross margin reaching 27.2%, up 5.1% from a year...

Monday 3 August 2026
MA-tek sells Shanghai unit, expands AI market push in Japan and the US

MA-tek announced on July 31, 2026, that it will sell 80% of its Shanghai subsidiary for about CNY1.9 billion (US$281.4 million), as...

Monday 3 August 2026
AI infrastructure orders extend PCB expansion race
Global demand for AI infrastructure is rising, and as order visibility improves, the PCB supply chain has launched a marathon of factory expansion. Upstream copper-clad laminate (CCL)...
Monday 3 August 2026
Merry Electronics cites costs and overseas ramp-up as 2026 profit risks
Merry Electronics said rising costs, foreign exchange swings and slower efficiency gains at new overseas plants were the main variables for profit growth in 2026. At a recent earnings...
Monday 3 August 2026
German carmakers turn defensive in China as sales and margins fall
Germany's three biggest automakers have taken a cautious stance on China after reporting second-quarter 2026 results, as the market that once generated outsized profits becomes harder...
Monday 3 August 2026
SK On posts record quarterly profit as South Korea battery makers recover
SK On, the South Korean battery maker, reported the second quarter of 2026 being its highest quarterly profit since its 2021 spinoff from SK Innovation. The company posted revenue...
Monday 3 August 2026
Taiwan auto market braces for second-half sales push as new models arrive
Taiwan's auto market is entering its traditional second-half sales season with a wave of new models, but expectations for 2026 remain divided. Mainstream automakers are betting that...
Monday 3 August 2026
Apple says advanced-node capacity tightens amid 2nm race

Apple reported its best-ever third-quarter results for fiscal 2026, but its guidance for the fourth quarter showed much slower growth...

Monday 3 August 2026
Taiwan manufacturing business climate improves in June, headlined by electronics sector
Taiwan's manufacturing climate improved in June 2026, with the electronics sector once again showing the clearest visibility, according to the Taiwan Institute of Economic Research...
Monday 3 August 2026
OpenAI says next-generation model solved 10 longstanding math problems
OpenAI said an internal version of its next-generation Astra model produced new results for 10 longstanding mathematical problems, including several conjectures and questions that...
Monday 3 August 2026
Weekly news roundup: Intel revives DDR4, Samsung challenges TSMC at 2nm, Qualcomm raises chip prices
AI-driven chip shortages, rising memory costs and intensifying foundry competition dominated the technology sector, with Intel reviving DDR4 platforms, Qualcomm raising prices, Samsung...
Monday 3 August 2026
Column: AI agents are advancing rapidly, but the automation map remains smaller than expected

Token prices are falling while overall AI usage continues to surge — a trend this column examined in March 2026 and one that...

Monday 3 August 2026
Flexible PCB maker Flexium sees AI server shipments doubling after 2Q margin turns positive
Flexium Interconnect said its second-quarter operating loss narrowed from the previous quarter as new flexible printed circuit products entered mass production for a US customer's...
Monday 3 August 2026
Liteon lifts 2026 capex after AI data center demand sends 2Q profit up 126%
Liteon Technology posted record profit and margins for the second quarter of 2026, fueled by surging demand for AI data center power infrastructure. The company raised its full-year...