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NEWS TAGGED 2026
Monday 20 October 2025
Micron warns DRAM market tightness to worsen through 2026
Micron Technology's executive vice president and chief business officer Sumit Sadana has forecast that the DRAM market will remain extremely tight, with supply-demand imbalances intensifying...
Monday 20 October 2025
Samsung wins order with Hyundai to develop 8nm automotive chips
According to ZDNet Korea, Samsung Electronics' foundry division has secured an order from Hyundai Motor and will manufacture millions of 8nm automotive chips. Hyundai is...
Monday 20 October 2025
Dixon sees strong growth across mobile, telecom, and IT hardware segments
Dixon Technologies reported strong growth across its mobile, telecom, and IT hardware divisions in the second quarter of fiscal 2026, driven by new joint ventures, expanding production...
Monday 20 October 2025
Dixon reports strong revenue and profit growth in 2QFY26
On October 17, 2025, Dixon Technologies posted robust results for the second quarter of fiscal year 2026 (April 2025 to March 2026), with revenue rising 28.8% year-on-year to INR148.55...
Monday 20 October 2025
From Brussels to Beijing, new rules threaten global auto supply chain stability
The world's three largest auto markets—Europe, the United States, and China—are simultaneously undergoing a wave of regulatory and geopolitical shifts that analysts warn...
Friday 17 October 2025
Taiwan machine tool industry sees mixed 2026 outlook, cites exchange rate disadvantage
The Taiwan Machine Tool and Accessory Builders' Association (TMBA) recently held its member assembly, where industry leaders expressed divergent views on when the machine tool market...
Thursday 16 October 2025
TSMC's gross margin hits 60% in 4Q25 as N2 process set for rapid growth in 2026
TSMC delivered a robust forecast on October 16, projecting its gross margin would climb back to 60% in the fourth quarter and raising its full-year revenue outlook. During an earnings...
Thursday 16 October 2025
Nanya sees DDR4 price and volume growth; annual contract talks emerge
Memory manufacturer Nanya successfully ended 11 consecutive quarters of losses in the third quarter of 2025. General manager Pei-Ing Lee stated that average selling prices (ASPs)...
Thursday 16 October 2025
Policy shift prompts last-minute rush in China's EV market
China's electric vehicle market is entering a pivotal moment. As the government prepares to scale back a decade-long tax exemption policy, automakers are rushing to push new models...
Thursday 16 October 2025
ASML sees continued growth in EUV demand, confident in High NA progress
ASML remains optimistic about the outlook for its extreme ultraviolet (EUV) lithography systems, including the next-generation High Numerical Aperture (High NA) EUV tools, as semiconductor...
Thursday 16 October 2025
ASML expects China sales to normalize after exceptional growth cycle
ASML said it expects its sales in China to decline significantly in 2026, characterizing the shift not as a downturn but as a return to normal market conditions following an unusually...
Thursday 16 October 2025
ASML lifts margin outlook, signals cautious 2026 growth with XT:260 launch
ASML Holding NV offered a cautiously optimistic outlook during its third-quarter 2025 earnings call on October 15, 2025, pointing to higher fourth-quarter sales and margin improvements,...
Thursday 16 October 2025
ASML signals stable 2025 sales outlook as China demand expected to cool
ASML Holding NV said on October 15, 2025, that it does not expect sales next year to fall short of this year's level, signaling a stable outlook but offering little upside for investors...
Thursday 16 October 2025
TSMC's advanced chip orders surge with AI boom, boosting Taiwan's OSAT sector

As TSMC prepares to release its latest financial results, investor optimism remains high despite renewed concerns over an AI bubble....

Thursday 16 October 2025
Samsung bets its 2nm comeback on Qualcomm to challenge TSMC’s grip

In a high-stakes bid to reclaim lost ground in the semiconductor arms race, Samsung Electronics has delivered early samples of its 2-nanometer...