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NEWS TAGGED 2026
Monday 21 September 2026
Samsung reportedly cuts QD TV output 80% as Neo QLED phaseout looms

Samsung Electronics will reportedly slash quantum-dot (QD) LCD TV production in 2026 to 2 million to 3 million units, down as much as...

Monday 21 September 2026
Ampoc AI PCB orders surge as it expands into CPO

Printed circuit board (PCB) wet-process equipment maker Ampoc Far-East said demand for its in-house high-end equipment has surged on...

Monday 21 September 2026
ACM Research's Shanghai unit leans on overseas installs, panel-level plating for its next leg of growth

ACM Research Shanghai is staking its growth case on two developments: planned tool installations at customers outside mainland China...

Monday 21 September 2026
India roundup: Semicon India 2026 puts commercial production and supplier investment in focus
India's semiconductor push is moving from policy to production, with new government funding, supplier investments, rising deal activity and expanding equipment, materials, testing...
Saturday 19 September 2026
Memory recovery, price hikes lift Niching IC substrate outlook, order visibility through 2H27

Semiconductor packaging and testing materials distributor Niching Industrial hosted an investor conference on September 17. chief financial...

Saturday 19 September 2026
Interview: Advanced packaging shifts toward system-level co-design for AI

Advanced packaging remains one of the semiconductor industry's hottest technology areas in 2026. In Taiwan, terms such as co-packaged...

Saturday 19 September 2026
Charts: Taiwan's memory makers are outgrowing TSMC by a factor of eight

Taiwan's chipmakers are having their best year in a decade, and the headline number belongs to TSMC. The more interesting one does n...

Friday 18 September 2026
High-end GPUs may be slowing China's AI compute expansion
China's wide gap in token costs stems largely from domestic companies' difficulty in accessing Nvidia high-end GPUs, forcing them to squeeze more value from each token to recoup costs...
Friday 18 September 2026
LGES, Samsung SDI reportedly booked out for two years as US restrictions and China slowdown reshape ESS market
As energy storage system (ESS) battery orders continue to accumulate at South Korean manufacturers, expectations are growing that market conditions could improve further. The outlook...
Friday 18 September 2026
Chip equipment makers face waits of up to 40 months for critical parts
The semiconductor industry's capacity crunch is moving deeper into the equipment supply chain, with shortages of specialized components stretching delivery times as chipmakers accelerate...
Friday 18 September 2026
Mobile SoC battle for 2026 centers on NPUs

More technical details on 2026 mobile systems on a chip (SoCs) from major vendors are emerging, and the biggest changes in chips such...

Friday 18 September 2026
ByteDance builds strong supply chain force to master emerging hardware ecosystems beyond core demand

The Chinese smart glasses sector is rapidly consolidating around the principle that "subtraction is king." Rather than rushing unproven...

Friday 18 September 2026
NCSIST showcases military tech at Taiwan Innotech Expo 2026
As countries worldwide accelerate efforts to develop homegrown defense technology capabilities, Taiwan's National Chung-Shan Institute of Science and Technology (NCSIST) showcased...
Friday 18 September 2026
Foldable smartphone panel shipments fall 13% in 1H26 as market shifts to in-fold designs
Global foldable smartphone panel shipments declined 13% year-over-year in the first half of 2026, with the contraction concentrated in clamshell products, according to Counterpoint...
Friday 18 September 2026
Taiwan central bank keeps rates unchanged as inflation stays contained
Taiwan's central bank left interest rates unchanged on the 17th, saying inflation remains manageable and the economy is still growing steadily. The decision came as the US Federal...