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Thursday 27 August 2026
HP revenue hits record as PC shipments fall on rising component costs
HP reported record revenue in the third quarter of fiscal 2026, but PC shipments declined as higher average selling prices weighed on unit volume. The company said the same pattern...
Thursday 27 August 2026
TI's multiaxial sensor exposes the next EV inverter race: precision catches up with power density
As EV traction inverters increasingly migrate toward 800V architectures, demand for further technological upgrades designed to improve current-sensing performance has pushed the automotive...
Thursday 27 August 2026
Apple, Huawei foldables to collide in September, lifting ultra-thin glass, hinge and cooling demand
Huawei and Apple are set to intensify competition in foldable smartphones in September, accelerating demand across a supply chain spanning foldable OLED panels, ultra-thin glass, hinges,...
Thursday 27 August 2026
Research Insight: US humanoid supply chains pivot away from China as Taiwan moves from parts to actuator modules
As the humanoid robot supply chain moves closer to mass-production readiness, Taiwan's precision manufacturing sector is gaining new opportunities to enter the US market, according...
Tuesday 25 August 2026
TSMC suppliers reportedly plan Taiwan plant for critical chipmaking tubing
Taiwan's semiconductor supply chain is moving to close a gap that turned costly during the industry's last major crunch: the plastic tubing that carries chemicals through chip fabs...
Friday 21 August 2026
TXC pivots to AI infrastructure as 1.6T optical modules surge
Quartz component leader TXC is targeting AI and automotive applications as demand grows for faster data transmission, with 1.6T optical modules expected to see explosive growth in...
Wednesday 19 August 2026
Acer says non-PC businesses are driving growth as 2H26 outlook turns less certain
Acer is signaling a more diversified future as global PC demand may soften in the second half. The company says non-PC businesses, hybrid AI computing, and steady profitability from...
Wednesday 19 August 2026
TBI Motion books orders into 2027, steps deeper into humanoid robotics

TBI Motion Technology returned to profit in the second quarter of 2026, with strong demand extending order visibility into 2027. The...

Wednesday 19 August 2026
AI servers, AFM to drive revenue; Pan-International eyes explosive growth in 2027

Pan-International, a Foxconn Group connector and component maker, held an investor conference on August 18, 2026, to report its operating...

Tuesday 18 August 2026
India moves beyond electronics assembly as new approvals deepen component and equipment ambitions

India is moving into the next phase of its electronics manufacturing strategy, using its progress in downstream assembly as a base...

Tuesday 18 August 2026
AI server supply chain ramps up capital, talent, and capacity
The AI server supply chain continues to expand capital expenditures, pouring in cash, building factories, and hiring aggressively, to heighten barriers to entry. On top of rapid product...
Monday 17 August 2026
Apple faces US pressure over potential Chinese memory chip sourcing
The Trump administration is pressing Apple to find alternatives to Chinese memory suppliers as the company weighs ways to navigate a global memory shortage that has sharply increased...
Monday 17 August 2026
FSC plans MLPC trial production by end-2026 in passive component push
FS said it plans to begin trial production and shipments of high-end MLPC stacked solid-state capacitors by the end of 2026 as it expands beyond plastic injection molding machines...
Sunday 16 August 2026
Taiwan Mobile launches tender offer for Systex, targeting majority control
Taiwan Mobile said on August 12 that its board approved a tender offer for Systex Corporation common shares through its wholly owned subsidiary Taiwan Cellular, with the goal of lifting...
Saturday 15 August 2026
Gelsinger calls HBM 'lousy', SK Hynix says it's not memory's final answer

High-bandwidth memory (HBM), a core component in AI semiconductors, has drawn fresh scrutiny after former Intel CEO Pat Gelsinger called...