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NEWS TAGGED 2026
Friday 29 August 2025
Commentary: Cambricon soars on Nvidia’s China absence, but bubble risks loom
Nvidia projected third-quarter fiscal 2026 revenue of about US$54 billion, beating market consensus but trailing the most optimistic forecasts of US$60 billion. Crucially, the outlook...
Friday 29 August 2025
China reportedly plans to triple AI chip output by 2026, with 3 fabs for Huawei
China is preparing to triple its domestic AI chip production by 2026, according to people cited by the Financial Times. Three new wafer fabs...
Thursday 28 August 2025
Silicon Motion accelerates PCIe Gen5 production as Windows 10 retirement fuels PC upgrade surge
PC demand remains soft under macroeconomic pressures, but the phase-out of Windows 10 is expected to drive an upgrade cycle that will accelerate PCIe Gen5 adoption. NAND flash controller...
Thursday 28 August 2025
Mexico to raise tariffs on Chinese goods, aligning with US trade agenda

Mexican President Claudia Sheinbaum is preparing to raise tariffs on a wide range of Chinese imports in her 2026 federal budget proposal,...

Thursday 28 August 2025
Nvidia warns on China H20 sales, clarifies Singapore billing
Nvidia faces uncertainty over H20 chip shipments to China despite strong second-quarter results
Thursday 28 August 2025
Nvidia Q2 revenue surges 56%, excludes China H20 sales from 3Q outlook
Nvidia posted second-quarter of fiscal 2026 revenue of US$46.74 billion, up 56% from a year earlier, fueled by demand for its AI chips and data center products. The company expects...
Thursday 28 August 2025
Samsung’s hush on HBM4 fuels doubts over Nvidia supply readiness
South Korean media report that Samsung Electronics' sixth-generation high-bandwidth memory (HBM4) has cleared Nvidia's preliminary tests and could enter pre-production (PP) by late...
Thursday 28 August 2025
South Korea races to close gap in hybrid bonding as global rivals move ahead
South Korean experts are raising alarms that domestic semiconductor equipment manufacturers may be falling behind in developing hybrid bonding technology—critical for advancing...
Wednesday 27 August 2025
Trans-Sun Materials bets on AI servers, IPCs, and robotics for 2026 growth
Electronic functional materials provider Trans-Sun Materials Technology has identified AI servers and industrial computers as its key growth engines for 2026. The company also expects...
Wednesday 27 August 2025
Nvidia's CoWoP PCB architecture targets ABF substrates but faces warpage risk
Nvidia's new advanced packaging technology, Chip-on-Wafer-on-Platform (CoWoP), has moved into testing with engineering samples of its base printed circuit boards (PCBs) under verification...
Wednesday 27 August 2025
Semiconductor and defense sectors drive ChenFull Precision's optimistic outlook for 2026 operations
ChenFull Precision has disclosed that thanks to momentum from the semiconductor and defense industries, revenue in the second half of 2025 is expected to achieve double-digit growth...
Wednesday 27 August 2025
Quanta-backed Techman bets on AI-driven wheeled humanoids, targets 2026 POC launch
Riding the wave of global interest in humanoid robots championed by Nvidia CEO Jensen Huang, Techman Robot - a Quanta Computer subsidiary and Taiwan's first collaborative robot brand...
Wednesday 27 August 2025
At $30,000 a wafer, TSMC’s 2nm push still draws a rush of customers
Taiwan Semiconductor Manufacturing Company (TSMC) plans to begin volume production of its 2nm chips in the fourth quarter of 2025, despite foundry prices soaring to a record US$30,000...
Wednesday 27 August 2025
Samsung, SK Hynix face pivotal test as Nvidia targets 1Q26 for HBM4
South Korean media reports suggest Nvidia plans to complete final qualification tests for sixth-generation high-bandwidth memory (HBM4) in the first quarter of 2026, a milestone that...
Tuesday 26 August 2025
6G represents more than a 5G upgrade: kicking off global race for AI autonomous networks
With the rapid advancement of AI technology, the global telecommunications industry is entering a new phase of transformation. The development of 6G networks will not merely be an...