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Friday 3 July 2026
Huawei's Ascend AI chips target South Korea in new Nvidia challenge

Huawei is reportedly preparing to launch its AI chips in South Korea for the first time in the fourth quarter of 2026, as rising demand...

Friday 3 July 2026
Physical AI reshape IPC industry: edge adoption, new markets, and US expansion gain pace

Driven by Nvidia, the global AI wave is moving quickly from generative AI toward physical AI, and the shift is already changing the...

Friday 3 July 2026
Musk eyes Mesh Optical deal as AI data centers push beyond copper
Elon Musk has moved to acquire optical communications startup Mesh Optical Technologies, according to reports cited by Reuters on June 27 in the US. The deal comes as high-speed...
Thursday 2 July 2026
Analysis: How long can memory's AI-driven boom last?
The global memory market is enjoying one of its most profitable cycles in years. AI data center demand has driven DRAM and NAND prices sharply higher, and the three companies that...
Thursday 2 July 2026
DDI makers look to smaller displays as NB and TV demand loses momentum in 2H26

Large-size display driver ICs (DDIs) were a key revenue driver for many DDI suppliers during the first half of 2026. Taiwanese manufacturers...

Thursday 2 July 2026
Android brands continue lowering lower-end smartphone shipment forecasts as pressure mounts on chip suppliers
The smartphone market's traditional peak season in the second half of 2026 remains under close watch. However, Android smartphone vendors—particularly Chinese brands—have...
Thursday 2 July 2026
India's smartwatch leader enters smartphone market despite surging memory cost
Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...
Thursday 2 July 2026
AI server probe pulls back the curtain on the evolving journey of Taiwan's motherboard industry

An ongoing investigation into alleged AI server smuggling has once again put Taiwan's motherboard industry under the spotlight. Veteran...

Thursday 2 July 2026
China power chip makers raise prices, exposing AI server squeeze on mature-node supply

China's power semiconductor makers are entering a broader price-hike cycle, as AI server demand, raw material inflation, and tight...

Thursday 2 July 2026
Qualcomm's Dragonfly raises the stakes, but MediaTek's TPU and ASIC ties keep it in the race

Qualcomm recently launched its Dragonfly platform, signaling a deeper push into cloud artificial intelligence and intensifying competition...

Thursday 2 July 2026
Europe's heatwave turns air conditioners into power chip growth story

Europe's intensifying heatwave is reshaping the region's air conditioner market, driving a surge in China's air conditioner exports and...

Thursday 2 July 2026
Hotai Motor trims Taiwan auto market outlook but keeps 2026 sales target
Hotai Motor has cut its 2026 Taiwan auto market forecast, signaling softer demand may linger after tariff-related weakness in the first half. The move matters beyond Taiwan because...
Thursday 2 July 2026
Tesla jumps to second as Taiwan auto sales rebound in June
Taiwan's auto market posted a strong rebound in June 2026, signaling firmer demand in a key Asian economy watched by global carmakers. Registrations rose sharply in the month and year,...
Thursday 2 July 2026
Huawei raises prices despite China smartphone gains, exposing AI cost squeeze
Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...
Thursday 2 July 2026
Taiwan eyes 2028 carbon trading market launch, but experts warn of risks and timing

Taiwan plans to launch an emissions trading system (ETS) in 2028 as the next phase of its carbon pricing framework — a cap-and-trade...