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NEWS TAGGED 2026
Wednesday 29 July 2026
China rejects US AI model theft claims, says American firms distill Chinese models too
China's Ministry of Commerce has rejected US allegations that Chinese artificial intelligence companies used model distillation to acquire capabilities from advanced US AI models,...
Wednesday 29 July 2026
Qualcomm's Snapdragon price hikes test Apple, MediaTek flagship phone demand
Qualcomm has reportedly notified customers that it will raise prices across its Snapdragon system-on-chip portfolio from September 2026, including its next flagship mobile platform...
Wednesday 29 July 2026
Non-core parts makers delay Southeast Asia capex as China-US tensions ease
Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...
Wednesday 29 July 2026
PwC says AI, scale are driving a new global M&A phase
PwC said on July 27 that global mergers and acquisitions are entering a new phase shaped by artificial intelligence, larger transactions, and capital reallocation. The firm expects...
Wednesday 29 July 2026
South Korea unveils US$950 billion AI partnerships with Nvidia, Samsung, SK Group
South Korea announced a US$950 billion package of AI cooperation initiatives in Silicon Valley on July 24, 2026, as President Lee Jae-Myung led a delegation of government and business...
Wednesday 29 July 2026
LG Innotek tops second quarter forecasts on stronger camera module and substrate sales
LG Innotek reported stronger-than-expected results in the second quarter of 2026, helped by an improving market for camera modules and integrated circuit substrates. According to South...
Wednesday 29 July 2026
Australia capital markets ride AI deal wave as cloud startups target listings

Australia's capital markets have picked up pace on the back of AI-related demand, with listings and equity raisings reaching US$11.4...

Tuesday 28 July 2026
Apple plans OLED touch MacBook Pro with Samsung Display as sole panel supplier

Apple is developing a new MacBook Pro with OLED touch panels and is expected to rely solely on Samsung Display for the screens, according...

Tuesday 28 July 2026
Display industry earnings season shifts spotlight from panel prices to transformation strategies

Taiwan's display supply chain enters second-quarter earnings season this week, with Coretronic reporting results on July 28, followed...

Tuesday 28 July 2026
Automotive chip demand surges in 2Q26 on EV reset

Automotive chip demand surprised to the upside in the second quarter of 2026, with industry players saying the market could stay hot...

Tuesday 28 July 2026
Google TPU surge and Meta capacity push fuel CSP capex wave
AI demand and whether the boom is heading into a bubble are back in focus, and capital expenditure by cloud service providers (CSPs) and their supply chains is emerging as a key gauge...
Tuesday 28 July 2026
UMT posts record revenue in 1H26 on growing LEO satellite demand
Universal Microwave Technology (UMT), a manufacturer of satellite and millimeter-wave (mmWave) communications components, benefited from continued growth in demand for low Earth orbit...
Tuesday 28 July 2026
CXMT's record IPO and Apple talks collide with US curbs as DRAM tightens

AI-driven demand is tightening the global memory market just as China's leading DRAM producer, ChangXin Memory Technologies, or CXMT,...

Tuesday 28 July 2026
SK Hynix enters LPDDR6 production race with Xiaomi first in line
SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
Tuesday 28 July 2026
AI memory demand lifts WF6 prices as PERIC Special Gases adopts market-based pricing
Surging demand for AI servers and advanced memory devices is tightening the global supply of tungsten hexafluoride (WF6), drawing increased attention to one of the semiconductor industry's...