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NEWS TAGGED 2026
Wednesday 20 August 2025
Apple leak reveals ultra-low-cost MacBook as A- and M-series chip lines blur
Apple's latest beta software has exposed code detailing upcoming processors across its product lineup, confirming some rumors while contradicting earlier reports from outlets including...
Wednesday 20 August 2025
Why TSMC's CoWoS bottleneck could lock AI memory makers into Nvidia's orbit
The AI chip market is expected to stay under Nvidia's dominance in 2026, as Samsung Electronics, SK Hynix, and Micron battle to win sixth-generation high-bandwidth memory (HBM4) orders...
Wednesday 20 August 2025
Samsung's HBM3E supply to Nvidia loses strategic significance as focus shifts to HBM4 in 2026
Driven by the booming demand for artificial intelligence (AI) servers, high-bandwidth memory (HBM) has become a key factor reshaping the memory industry landscape. Micron recently...
Tuesday 19 August 2025
Powerlogic expands beyond PC market, eyes 2026 revenue growth
Powerlogic, a brushless fan manufacturer, has been actively expanding into the server market. Related shipments are scheduled to begin in the second half of 2025, with further growth...
Tuesday 19 August 2025
Samsung to challenge SK Hynix, Micron in Nvidia HBM supply after delays

Samsung Electronics is intensifying its bid to break into Nvidia's high-bandwidth memory (HBM) supply chain after lagging behind SK Hynix...

Monday 18 August 2025
Phison profit drops on currency losses as NAND prices rise, CEO flags 2026 supply concerns
Phison Electronics reported a sharp decline in second-quarter 2025 profit as steep exchange-rate fluctuations eroded earnings, even as revenue climbed on stronger NAND pricing. Net...
Saturday 16 August 2025
Nvidia reportedly confirms Rubin AI chip launch timeline as AMD reveals 2026 server challenge
Nvidia, navigating a complex mix of geopolitics and growing competition, says its next-generation Rubin AI chip remains on schedule, despite rumors of delays and new US revenue-sharing...
Friday 15 August 2025
Lenovo defies tariff pressures with record PC growth, tops global market share

Lenovo reported a robust start to its 2026 fiscal year, with first-quarter revenue rising 22% year-over-year to US$18.8 billion, underscoring...

Friday 15 August 2025
Quanta and Foxconn ramp up ASIC server efforts as 2026 market competition intensifies
Quanta and Foxconn have both stated that shipments of AI servers using application-specific integrated circuits (ASICs) will significantly increase in 2026. The rapid growth of ASICs...
Friday 15 August 2025
E Ink’s record 2Q25 eyed as an upward climb, with capacity expansion underway

E Ink Holdings is riding a wave of strong demand for its electronic paper displays. During its earnings briefing on August 13, CEO Johnson...

Friday 15 August 2025
Exclusive: TSMC primes CoPoS supplier network for Chiayi, US fabs ahead of 2028 ramp
TSMC is pushing its advanced packaging roadmap beyond its CoWoS platform and the wafer-level multi-chip module (WMCM) — an enhanced InFO-PoP due in 2026 — with a new integration...
Friday 15 August 2025
ASC emerges from July slump as semiconductor manufacturers continue global expansion
ASC, a key supplier of fluororesin equipment and materials for the semiconductor industry, currently holds orders worth over NT$4 billion (US$133.6 million), reflecting a recovery...
Thursday 14 August 2025
Exynos comeback? Samsung nears decision on Galaxy S26 flagship chip strategy
Samsung's Exynos flagship processors may return in the 2026 Galaxy S26 lineup, industry sources say, marking a potential revival after years on the sidelines. Built on Samsung's gate-all-around...
Thursday 14 August 2025
CAMM poised to replace SO-DIMM in high-end notebooks by 2026
Despite the impact of New Taiwan dollar appreciation, connector manufacturer Argosy announced at its earnings call on August 11, 2025, that due to the continued market penetration...
Thursday 14 August 2025
Apple Watch shipments exceed expectations; major redesign rumored for 2026 with three key upgrades
The Apple Watch product line has officially entered its tenth year. Despite challenges from tariffs and macroeconomic factors dampening consumer electronics demand, the supply chain...