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NEWS TAGGED 2026
Tuesday 30 June 2026
Memory suppliers lock down buyers as contract prices continue surging in 2H26

Memory pricing pressure continues to intensify. Contract prices have already recorded substantial gains for two consecutive quarters...

Tuesday 30 June 2026
IC design firms brace for uncertain peak season as prices rise
The 2026 peak season for IC design firms remains unclear, with global readers likely to feel the effects through pricier smartphones, PCs, and other devices. Supply-chain costs are...
Tuesday 30 June 2026
New GPU and ASIC platforms to drive stronger server shipments in 2H26

The AI infrastructure order boom is spilling into the second half of 2026, and server supply-chain players are turning increasingly...

Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...
Tuesday 30 June 2026
AI hands foundries pricing power: TSMC leads, but the boom spreads industry-wide

AI demand in 2026 is no longer confined to GPUs, but is broadening into ASICs, networking, PMICs, and a wide range of peripheral ICs,...

Tuesday 30 June 2026
Notebook supply chains brace for weaker 2026 peak season

Notebook supply chains are preparing for a softer-than-usual 2026 peak season, with shipments expected to ease from the third quarter...

Tuesday 30 June 2026
DRAM price surge tests South Korean memory makers' HBM4 push

Reports in South Korea that SK Hynix is slowing the pace of converting production lines to sixth-generation high-bandwidth memory,...

Tuesday 30 June 2026
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
Tuesday 30 June 2026
Taiwan optics sector heads into peak season as Apple demand, camera orders rise

Taiwan's optics industry is entering its traditional peak period, with global smartphone demand, Apple's new-device cycle, and rising...

Tuesday 30 June 2026
Expected MCU price hike drives early 1H26 pull-ins

Microcontroller customers are accelerating shipments into the first half of 2026 as higher production costs ripple through the supply...

Tuesday 30 June 2026
Shuotong expects stronger demand for liquid cooling in 2H26

Shuotong, a liquid-cooling solutions provider, said it expects a positive outlook for the second half of 2026 as AI-driven thermal management...

Tuesday 30 June 2026
Riken and Taiwan academia join forces on next-gen compound semiconductors
Japan's world-renowned Riken institute announced in late March 2026 that its homegrown superconducting quantum computer, "Ei-II," jointly developed with the University of Osaka, had...
Tuesday 30 June 2026
China's LineShine puts Beijing back on top of supercomputer race

A name largely absent from the global supercomputing stage for years returned to the spotlight at ISC 2026 in Hamburg, Germany.

Tuesday 30 June 2026
Halos signals Nvidia's bid to make safety certification the robotics gateway

Nvidia does not make robots, but it is becoming a key force behind embodied intelligence companies. At Automate 2026, North America's...

Tuesday 30 June 2026
PlayNitride expects 2H26 to outperform 1H26, driven by displays and AI glasses
PlayNitride reported revenue of NT$238 million (approx. US$7.5 million) in the first five months of 2026, down 41% year-over-year. The microLED company said stronger custom design...