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Wednesday 15 April 2026
Samsung's record quarter sparks union standoff, putting global chip market and South Korean economy at stake
Samsung Electronics' union has sharply raised bonus demands after the company reported its best-ever performance in the first quarter of 2026, raising the prospect of strikes that...
Wednesday 15 April 2026
CCL price hikes to extend through 2026 with rising glass fiber and copper foil costs

Surging demand for high-end PCBs driven by AI servers and switches is intensifying supply imbalances for upstream materials. Industry...

Wednesday 15 April 2026
Foxconn deepens EV vertical integration with CDMS model for streamlined production
Foxconn's expanded EV push signals potential cost and supply-chain shifts worldwide, as the Taiwanese contract manufacturer deepens vertical integration with in-house batteries, new...
Tuesday 14 April 2026
Panel makers lift 1Q26 sales on early orders; demand outlook turns cautious
Front-loaded orders, fewer February working days, and a low base lifted Taiwanese panel makers' March revenue. In the first quarter of 2026, Innolux, GiantPlus, and Hannstar Display...
Tuesday 14 April 2026
UK confirms GBP380 million support for Tata battery plant in Somerset
The UK government has confirmed GBP380 million (US$510 million) in funding to support a new electric vehicle battery plant being built in southwest England by Tata Group's battery...
Monday 13 April 2026
Qualcomm moves into custom DRAM with CXMT for smartphones
Qualcomm is reportedly exploring a partnership with China's Changxin Memory Technologies (CXMT) to develop custom DRAM tailored for smartphones, a move that reflects mounting pressure...
Monday 13 April 2026
Taiwan panel makers keep sub-7.5G lines, pivot to flexible capacity strategy
BOE former chairman Wang Dongsheng once predicted that panel production lines below Generation 7.5 would eventually be phased out following the end of the industry's oligopolistic...
Monday 13 April 2026
AI memory crunch revives DDR3 in PC market
AI demand is squeezing global DRAM supply to the point where the PC market is turning back to decade-old technology. Shortages in DDR5 and DDR4 have pushed prices high enough to revive...
Saturday 11 April 2026
Novatek hits 1Q26 revenue target on SoC, edge AI growth
Taiwanese display driver IC (DDI) leader Novatek Microelectronics reported March 2026 revenue of NT$8.47 billion (approx. US$266.32 million), up 19.9% from February but down 9.6% from...
Saturday 11 April 2026
Innolux, AUO say geopolitical and raw-material shocks are supporting short-term panel demand while clouding 2026 outlook
Rising geopolitical risks and surging raw-material prices are prompting panel makers to accelerate purchasing and adjust their strategies, supporting short-term demand but creating...
Saturday 11 April 2026
Catcher adopts cautious outlook, citing supply chain bottlenecks and cost pressures
Despite revenue growth in March 2026, Catcher Technology is maintaining a prudent outlook for 2026, citing supply chain bottlenecks, cost pressures, and uncertain end-market demand...
Saturday 11 April 2026
BenQ Materials expands into semiconductor processes, targets advanced nodes

BenQ Materials is expanding into semiconductor materials, with president Ray Liu saying the company has entered CMP cleaning brush rollers...

Friday 10 April 2026
AI spending shifts to edge inference as GITEX Asia spotlights monetization push

GITEX Asia 2026 wrapped up in Singapore with a clear shift in industry priorities, as artificial intelligence (AI) spending moves from...

Friday 10 April 2026
Ampak cites DDR price swings disrupting orders, sees industrial control demand support
Ampak Technology's focus on Wi-Fi 7, 5G RedCap, SoM modules, AIoT, and Edge AI signals strategic shifts with global implications: customers worldwide may see delayed consumer shipments...
Friday 10 April 2026
Anthropic reportedly explores in-house chip design amid rapid revenue growth and evolving AI compute stack
Anthropic is exploring the possibility of designing its own AI chips, though the effort remains at a very early stage, Reuters reported, citing three sources familiar with...