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Monday 27 July 2026
Research Insight: Inside Tesla's bet on Optimus to offset slowing EV growth

Tesla's push into humanoid robots signals the company's effort to offset a cooling electric vehicle market and intensifying competition...

Monday 27 July 2026
Apple reportedly seeks 20% iPhone 18 OLED price cut despite costlier M16 panels

Apple is pressing Samsung Display (SDC) and LG Display (LGD) for steep price reductions on OLED panels for the iPhone 18 series as...

Monday 27 July 2026
GM China restructuring delivers seven straight profitable quarters
General Motors reported seven consecutive profitable quarters in China in its second quarter 2026 results, even as the market remains defined by an intense price war that has pressured...
Monday 27 July 2026
Samsung, LG Display chiefs talk 2H26 memory headwinds and OLED push
Samsung Display's (SDC) and LG Display's (LGD) presidents told media at the K-Display 2026 show that memory-related cost pressure will persist into the second half of 2026, even as...
Friday 24 July 2026
AI-driven DRAM surge hits EV costs, forcing Chinese automakers to rethink pricing

Surging AI server demand is reshaping supply and demand across the global memory market. With DRAM prices rising sharply over the past year,...

Friday 24 July 2026
India approves two electronics manufacturing clusters in Tamil Nadu

India's central government has approved two Electronics Manufacturing Clusters (EMCs) in Tamil Nadu, at Manallur and Pillapaikkam,...

Friday 24 July 2026
OpenAI compute spending to reportedly rise from US$600B to US$750B
OpenAI has increased its projected spending on compute from US$600 billion to US$750 billion by 2030. The 25% increase is meant to give its models an edge during a time of intense...
Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Thursday 23 July 2026
Meta's rumored 'Switchboard' router signals a broader industry pivot from raw model power to cost-aware orchestration
Meta Platforms is prototyping an internal AI model router that would steer easy tasks to cheaper models, a move that places the world's largest social-media company inside a fast-growing...
Wednesday 22 July 2026
Intel cuts data center jobs again despite rising AI server demand

Intel has confirmed a fresh round of job cuts in its Data Center Group (DCG), although it did not disclose the number of positions...

Wednesday 22 July 2026
Foxconn's Jun Seki says L4 adoption will be in 80% of new cars by 2040
Foxconn group's EV strategy chief Jun Seki said on July 21 in Tokyo that Level 4 (L4) and above autonomous driving will likely be installed in 80% of new cars by 2040, and that the...
Wednesday 22 July 2026
LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display said its core business turned profitable in the first half of fiscal 2026 for the first time in five years, even as a large...

Wednesday 22 July 2026
Analysis: Why Taiwan solar makers' overseas push is hitting a cloudy patch

Taiwan's solar manufacturers are looking beyond the island for growth as China's oversupplied solar sector keeps prices low, local...

Tuesday 21 July 2026
Cautionary tale for Taiwan's electric scooter industry: Supply-chain feud nearly turns to disaster
Electric scooters have been traversing a bumpy road in Taiwan, with sales numbers tied to government subsidies, and cost measures squeezing margins for brands and suppliers alike....
Tuesday 21 July 2026
Phone prices to surge in 2H26 as low-end models fade

As the AI boom keeps memory shortages running hot, steep price hikes for smartphones in the second half of 2026 are coming into view...