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NEWS TAGGED 2026
Tuesday 8 September 2026
Chinese smartphone price hikes squeeze Southeast Asia: shipments fall 23%, low-end demand retreats
Rising smartphone prices are spreading beyond China, with Southeast Asia already showing the strain from rising handset costs and weaker replacement demand.
Tuesday 8 September 2026
Macronix, Winbond, Etron see revenue surge through August as memory price rally continues
Memory manufacturers Macronix International, Etron Technology, and Winbond Electronics all reported surging revenue for the first eight months of 2026. As the memory upcycle continues,...
Tuesday 8 September 2026
Adata, Team Group post record August revenue as memory module makers build inventory for 2027
Major Taiwanese memory module manufacturers saw revenue remain at high levels in August 2026, as memory prices continued to rise. Adata Technology and Team Group both posted record-high...
Tuesday 8 September 2026
Infineon COO leaves a US fab open, says GlobalFoundries, ESMC already cover it
Infineon COO Alexander Gorski said the company is balancing in-house production, outsourcing, and global expansion as supply-chain resilience becomes a key customer requirement. In...
Tuesday 8 September 2026
Acer Asia units post double-digit growth on strong AI orders
Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is...
Tuesday 8 September 2026
FitTech shifts from LED to optical communications, eyes InP relief
FitTech is pivoting away from the crowded LED market into optical communications, with outsourced chip testing and sorting orders set to rise month by month from the third quarter...
Tuesday 8 September 2026
Black Sesame, Horizon Robotics unveil China's smart driving chip race

China's intelligent driving market continues to surge, with Black Sesame Technologies and Horizon Robotics both reporting solid top-line...

Tuesday 8 September 2026
AI demand gives Aspeed visibility into 2027 as supply constraints ease
Aspeed chairman Chris Lin said the company's order visibility has now extended into 2027, with 2027 backlog already exceeding expected full-year 2026 revenue for the first time. He...
Tuesday 8 September 2026
Shield AI, AeroVironment deepen ties with Taiwan drone supply chain
US drone tech companies Shield AI and AeroVironment have strengthened ties with Taiwan's defense sector, and they have opened offices in Taiwan in recent years. At Semicon Taiwan 2026,...
Tuesday 8 September 2026
Acer India tablet deal points to deeper push in Asia-Pacific
Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding...
Monday 7 September 2026
Smartphone lens shipments lift Genius Electronic Optical revenue 12% in August
Optical lens maker Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.72 billion (≈ US$86 million) for August 2026, up 12.26% from NT$2.42 billion in July...
Monday 7 September 2026
Exclusive: Infineon Dresden fab to hit full capacity in 2-3 years, COO says
Infineon COO Alexander Gorski told DIGITIMES in an exclusive interview at SEMICON Taiwan 2026 that the company's new Dresden fab is ramping at twice the pace of prior expansions,...
Monday 7 September 2026
India frames its chip build-out as redundancy for the world, and Taiwan as its partner in building it
India's most senior semiconductor policymakers came to Taipei with an argument aimed squarely at the Taiwanese supply chain: the country's chip program is meant to add redundancy to...
Monday 7 September 2026
Kian Shen lifts Taiwan mix as China exports gain traction
In a two-part strategy to drive growth, auto components maker Kian Shen Industrial, a division of Yulon Motor Group, is ramping up its Taiwan business while shifting its China-based...
Monday 7 September 2026
Inside K-Safety Expo 2026: AI is disappearing into safety — and that changes everything
By the final afternoon of K-Safety Expo 2026, after three days of threading my way through BEXCO's sprawling exhibition halls in Busan, one impression had become difficult to ignore:...