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Monday 3 August 2026
Dixon sees mobile, IT hardware, and component push lift export and margin outlook

Dixon Technologies said its push into displays, camera modules, SSDs, and telecom hardware could deepen domestic value addition, even...

Monday 3 August 2026
Rising component costs, new Indian incentives, and export push shape Dixon's outlook
Dixon Technologies said rising component prices pressured margins in the first quarter of fiscal 2027. Still, strong order inflows, a shift toward higher-value manufacturing, and new...
Monday 3 August 2026
ROEC eyes AI optical communications without competing

Radiant Opto-Electronics (ROEC) is moving into AI optical communications through acquisitions. Chairman Yu-Chao Wang is targeting the...

Sunday 2 August 2026
Memory costs overtake smartphone chip costs as SoC shipments are set to fall 14%
Memory costs have moved ahead of smartphone system-on-chip (SoC) costs, and Counterpoint Research said the shift was already reshaping handset pricing and demand. The research firm...
Saturday 1 August 2026
Lite-On expands InP optical push with US$34.3 million stake in Singapore's DenseLight
Lite-On Technology is extending its optical core competencies into system-level optical communications for AI data centers, announcing a US$34.3 million investment for a 21% stake...
Friday 31 July 2026
Rising smartphone prices are reshaping purchase plans in India
Rising smartphone prices in India are changing how consumers plan purchases, with wider implications for brands, retailers, and buyers worldwide. Counterpoint said many shoppers are...
Friday 31 July 2026
Amazon lifts 2026 capex to US$220 billion, pins the increase on memory prices

Amazon has raised its 2026 capital expenditure plan by roughly US$20 billion and attributed the increase to a single input cost: me...

Friday 31 July 2026
AI server boom reshapes MLCC pricing as capacity shifts upmarket

The rapid expansion of AI infrastructure is reshaping one of the semiconductor industry's most overlooked component markets. Soaring...

Thursday 30 July 2026
Samsung device business swings to loss in 2Q26 as memory boom drives up component costs

While record memory earnings powered Samsung Electronics to an all-time-high quarter — consolidated revenue of KRW171.5 trillion...

Thursday 30 July 2026
Japan and South Korea MLCC makers signal further price hikes amid AI demand

Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

Thursday 30 July 2026
Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits
Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...
Wednesday 29 July 2026
Samsung reportedly weighs Chinese DRAM for budget smartphones as memory inflation squeezes mobile market
Samsung Electronics is considering using low-cost Chinese mobile DRAM in smartphones sold in China as it looks to cut manufacturing costs and expand its presence in the country's budget...
Wednesday 29 July 2026
Smartphone chip earnings will gauge 2026 demand as prices rise

Major smartphone system-on-chip vendors are set to report earnings this week and share outlooks for the traditional second-half peak...

Wednesday 29 July 2026
Non-core parts makers delay Southeast Asia capex as China-US tensions ease
Geopolitical tensions and the US-China trade war are pushing global supply chains to shift their priorities from efficiency toward resilience and security. But for non-core components...
Tuesday 28 July 2026
Squeezed by China, Taiwan ODMs pivot to AI for new growth

China's notebook manufacturing industry is rising rapidly just as Taiwan's ODMs retreat from notebook assembly, but Wistron chairman...