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NEWS TAGGED 2026
Wednesday 22 October 2025
China's DRAM awakening? CXMT plans Shanghai IPO, targets US$42B valuation

CXMT, China's leading DRAM maker, plans to launch an IPO in Shanghai as early as the first quarter of 2026, targeting a valuation of up...

Wednesday 22 October 2025
Foreign investment drives Taiwan's semiconductor output to NT$6 trillion
In 2024, AI drove Taiwan's semiconductor output to surpass NT$5 trillion (approx. US$162.9 billion). It is expected to grow another 20% in 2025 to reach NT$6.3 trillion. Additionally,...
Wednesday 22 October 2025
China's TV sales slump as subsidies fade ahead of holiday season
China's national subsidy program is nearing its end, and consumer spending momentum has slowed down. During the National Day holidays, TV sales volume and prices both declined. With...
Tuesday 21 October 2025
The quiet duopoly powering AI server substrates: Taiwan and Japan’s next supply edge
Eclat Forever Machinery (EFM), a Taiwan-based maker of advanced IC substrate equipment, told investors it expects stronger performance in 2026 than in 2025. Chairman Chou Cheng-chun...
Tuesday 21 October 2025
SoftBank's ABB acquisition signals Asia's robotics dominance over Europe
SoftBank's plan to acquire ABB's robotics division for nearly US$5.4 billion by 2026 signals a significant shift in the global robotics landscape. The acquisition marks SoftBank's...
Tuesday 21 October 2025
Google's growing TPU empire fuels Broadcom–MediaTek upside
Google's "TPU as a Service" is drawing an increasing number of enterprise clients keen to expand cooperation, pointing to strong growth prospects. The key beneficiaries are expected...
Tuesday 21 October 2025
LGD expands Paju OLED line for Apple's next-gen iPhone
LG Display (LGD) is reportedly planning to invest in production line conversion in 2026 for Apple's next-generation iPhone. According to the latest reports from Korean media, LGD...
Tuesday 21 October 2025
Nvidia sparks Taiwan competition with new microchannel cooling technology
Nvidia is planning to promote new cooling technologies in response to increasing demand for AI server cooling. In addition to the Microchannel Lid (MCL), the company is also said...
Tuesday 21 October 2025
AI boom revives ASML's confidence for 2026 growth
AI's surging momentum has finally reached the upstream semiconductor equipment sector. At ASML's second quarter of 2025 earnings call in July 2025, the company stated that growing...
Monday 20 October 2025
Taiwan lead frame makers raise prices as metal costs soar
Taiwan's top three lead frame manufacturers are implementing sweeping price increases for the first time in four years. The move comes as surging prices for gold, silver, and copper...
Monday 20 October 2025
Winbond eyes record revenue of NT$100B in 2026 amid memory market rebound
Memory giant Winbond aims to surpass the NT$100 billion (US$3.3 billion) mark in 2026 for consolidated revenue. President Pei-Ming Chen said the memory market has emerged from a downturn,...
Monday 20 October 2025
Memory capacity shortage sparks 2026 supply chain scramble, raising disruption risks
The memory industry faces a severe capacity crunch as global manufacturers rush upstream to secure DRAM production for 2026, sparking fears of supply chain disruptions. Despite limited...
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...