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Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Wednesday 15 July 2026
Taiwan auto market rebounds as replacement demand lifts second-half outlook
Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
Wednesday 15 July 2026
Huawei's US$11B clean energy business turns Brazil into its next growth engine

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications...

Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially...

Wednesday 15 July 2026
Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued...

Wednesday 15 July 2026
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
Wednesday 15 July 2026
Rebound in North American AM market lifts Taiwanese auto parts suppliers
The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...
Tuesday 14 July 2026
Treading the market slowdown: IT panel demand cools as Taiwan display makers pivot to AI

As early inventory stocking by brand customers winds down, China's 618 Shopping Festival delivers weaker-than-expected sales, and LCD...

Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026
Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains
China's semiconductor packaging and testing firm Tianshui Huatian Technology said on July 14 it expects first-half 2026 net profit attributable to shareholders of CNY750 million (approx...
Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

Tuesday 14 July 2026
Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis...

Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...