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NEWS TAGGED 2026
Monday 24 November 2025
Kian Shen projects record 2026 electric bus frame orders, BMW battery box contracts to boost overseas business
Kian Shen Corporation, a vehicle frame supplier under Taiwan's Yulon Motor Group, expects to secure orders for more than 1,000 electric bus frames in 2026 as supply constraints ease,...
Monday 24 November 2025
Memory supercycle frenzy expected to drive Samsung and SK Hynix 2025 tax payments
South Korea's leading chipmakers, Samsung Electronics and SK Hynix, are projected to pay a combined corporate tax of approximately KRW6 trillion (US$4.2 billion) for the year 2025,...
Monday 24 November 2025
Memory shortage, US govt shutdown disrupts short-term military-grade notebook growth
The momentum for military-grade products remains steady, but recent volatility stems from two main factors. First, the US government shutdown delayed procurement schedules, and second,...
Monday 24 November 2025
Micron denies redesign of HBM4, confirms 2026 launch with full bookings
Micron has rejected reports claiming it is redesigning its HBM4 product due to failure to meet Nvidia's data transfer requirements. The company stated that HBM4 will be launched as...
Monday 24 November 2025
TSMC ramps 3/2nm and CoWoS capacity amid 24-hour production push
Despite Nvidia's strong third quarter of fiscal 2026 performance, surpassing forecasts for 12 consecutive quarters, global market concerns over AI remain. According to supply chain...
Monday 24 November 2025
Nvidia’s AI lead looks secure for the next five years—bubble or not
Nvidia posted strong results for the third quarter of fiscal year 2026, with CEO Jensen Huang dismissing recent claims of an artificial intelligence (AI) bubble, emphasizing that...
Monday 24 November 2025
Display demand is rising—but OLED’s climb puts LCD makers on edge
The global display panel market is forecast to expand to US$131.5 billion by 2026, despite significant changes in the industry landscape. While overall output and value are rising,...
Monday 24 November 2025
CMC readies Taiwan launch of next-gen XForce SUV, ET35 double-cab commercial vehicle

CMC, a Yulon Group subsidiary, detailed its 2026 product and market roadmaps during an online investor briefing on November 20, outlining...

Sunday 23 November 2025
SK Hynix reportedly plans to boost 1c DRAM output eightfold in 2026
SK Hynix is reportedly preparing a major ramp-up of its next-generation 1c DRAM production, with plans to increase capacity eightfold in 2026 to meet rising demand for high-performance...
Sunday 23 November 2025
Taiwan launches homegrown satellite constellation to replace aging defense comms
After several postponements, Taiwan's first domestically assembled optical remote-sensing satellite of the Formosat-8 program—nicknamed the Zeppelin Satellite (FS-8A)—is...
Saturday 22 November 2025
Foxconn activates Model A for Japan, forecasting bigger CDMS impact by 2026
Electric vehicles continued to dominate Hon Hai Tech Day (HHTD25) this year, with Foxconn unveiling a fully realized version of its Model A concept and framing the project around...
Saturday 22 November 2025
Allis Electric braces for critical growth phase amid Taiwan's power grid expansion
Electromechanical manufacturer Allis Electric (AEC) has identified the years 2026 to 2028 as a key growth period, driven by Taiwan Power Company's (Taipower) accelerated resilient...
Friday 21 November 2025
TSMC in sight: Samsung seen hitting 21,000 wafers by 2026
Samsung Electronics is reportedly planning to raise the monthly output of its next-generation 2nm foundry process to as many as 21,000 wafers by the end of 2026, according to new...
Friday 21 November 2025
Lenovo seals DRAM and NAND pacts to stay ahead of 2026 price surge
Lenovo expects memory costs to stay high in 2026, but unlike many PC and smartphone makers, it says long-term supply is already secured. CEO Yang Yuanqing confirmed that Lenovo has...
Friday 21 November 2025
GSEO aims for variable aperture certification in 2026 after strong smart glasses demand
During Genius Electric Optical's (GSEO's) online investor conference on November 19, 2025, chairman Jones Chen reported that demand in the smart glasses market is strong. He stated...