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NEWS TAGGED ELECTRONICS
Saturday 14 March 2026
AI boom lifts global foundry revenue to record US$169.5bn, demand risks surface for 2026
Global semiconductor foundries rebounded strongly in 2025 as artificial intelligence workloads and premium smartphone chips boosted advanced-node demand, though rising memory prices...
Friday 13 March 2026
China's NDRC warns memory price surge spreading across electronics supply chain
China's National Development and Reform Commission (NDRC) has issued a rare monitoring report warning that rising memory prices are spreading across the electronics supply chain as...
Friday 13 March 2026
India weighs new smartphone export incentives and US$11 billion chip fund
According to Bloomberg and Reuters, India is considering two new incentive programs—one tied to smartphone exports and another worth more than US$11 billion...
Thursday 12 March 2026
SMIC flags supply squeeze in memory, BCD chips
China's largest contract chipmaker, SMIC, says orders for mature-node memory and BCD processes are running at full capacity, pushing prices higher as AI demand tightens supply across...
Thursday 12 March 2026
AI server tracker: Taiwan power holds firm, substrates cool, thermal demand surges in February
Taiwan's electronics supply chain reported mixed February 2026 revenue results, reflecting both seasonal factors and continued demand in AI-related hardware segments. The following...
Thursday 12 March 2026
Taiwan supply chains show resilience amid global conflicts, says Qisda chairman
With the ongoing military conflicts in the Middle East creating global uncertainties, Qisda chairman Peter Chen warned that prolonged warfare could trigger inflation and disrupt consumer...
Thursday 12 March 2026
Pegatron predicts AI server revenue to soar tenfold, driving quarterly gains in 2026
Pegatron stated during its earnings call on March 11 that its artificial intelligence (AI) server business will grow tenfold in 2026, continuing the shipment momentum from 2025 and...
Wednesday 11 March 2026
Apple's India iPhone output reaches 25% as production shifts from China

Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

Wednesday 11 March 2026
Asus sees 50% brand revenue growth in first two months
Despite fewer working days in February 2026, electronics and equipment manufacturer Asus reported strong momentum from AI servers. For the first two months of 2026, the group's cumulative...
Wednesday 11 March 2026
Analysis: Why Taiwan is building fabs it can't fill — and why that's the point
Taiwan's semiconductor industry is globally dominant, yet the very success of its production ecosystem is creating friction for the academic and research community that underpins it...
Wednesday 11 March 2026
TPIsoftware's push for enterprise sovereign AI could accelerate Taiwan's AI deployments and reshape vendor partnerships
Software firm TPIsoftware said it expects double-digit revenue growth momentum in 2026, targets short-term profitability, and aims to double revenue within three to four years while...
Tuesday 10 March 2026
Intelligent Asia Thailand 2026: Leading ASEAN PCB & Automation

Intelligent Asia Thailand 2026, Southeast Asia's leading B2B platform for PCB manufacturing and industrial automation, will take place from 11 to 13 March 2026 at Event...

Monday 9 March 2026
Foxconn's deep Nvidia ties and full-stack integration fuel AI server ambitions
Foxconn chairman Young Liu said the company expects robust growth in 2026, driven by recovering consumer electronics demand and expanding AI-related business. He expressed strong confidence...
Friday 6 March 2026
Foxconn eyes double-digit revenue growth in 2026, driven by AI servers and smartphones

Foxconn chairman Young Liu said on March 6 that 2026 is expected to be "a very good year" for the company, with full-year revenue projected...

Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...