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Thursday 1 October 2026
Charts: Micron earns its best margins from PCs, phones, not AI
Micron's best margins aren't coming from AI data centers. They come from PCs and smartphones, markets where Micron warns that unit sales could fall.
Thursday 1 October 2026
Taiwan aligns green certifications with Japan and EPEAT to speed electronics market entry
Taiwan is moving to align its Green Mark ecolabel with international certification systems in an effort to reduce green trade barriers and shorten time to market for electronics pr...
Thursday 1 October 2026
China ramps up Micro OLED capacity ahead of proven smart glasses demand
As smart glasses draw growing market attention, Chinese suppliers including BOE, SeeYA Technology and Sidtek are expanding Micro OLED production. Display industry sources caution,...
Thursday 1 October 2026
China's share of global solar module demand falls below 40% as Europe, India gain ground
The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is...
Thursday 1 October 2026
Analysis: China's AI data center buildout vaults to No. 2 as Big Tech capex races toward US$100 billion

China's rapid expansion of AI applications is driving a fresh wave of data center construction. SemiAnalysis estimates that the country has already...

Thursday 1 October 2026
Huawei makes Mate 90 showcase for its Tau chip strategy
Huawei unveiled its Mate 90 smartphone series on October 1, with Richard Yu, Huawei executive director and chairman of the Consumer BG, introducing the new devices alongside a new...
Thursday 1 October 2026
TCC Group targets Ukraine's postwar rebuild with cement acquisition
Taiwan Cement recently authorized its Dutch subsidiary, TCC Group EMEA Holdings B.V., to acquire 100% of Ukrainian cement materials maker Ivano-Frankivskcement (IFCEM), roofing materials...
Thursday 1 October 2026
Volvo Taiwan sees AI wealth lift economy, but not yet car demand
Volvo Car Taiwan acting president Eric Lin said on Sept. 30 that Taiwan's economy is improving on the back of the AI boom, but that the wealth gains are unlikely to translate into...
Thursday 1 October 2026
MediaTek TPU orders rise as chip capacity war intensifies
MediaTek's Google Tensor Processing Unit (TPU) business is still moving steadily higher, but supply-chain sources say the real limit is capacity as chipmakers and cloud service providers...
Thursday 1 October 2026
Honor joins Taiwan foldable phone race with Magic V6
Honor launched its first foldable smartphone in Taiwan, the Magic V6, on September 30, about six months after formally entering the local smartphone market in April 2026. The company...
Thursday 1 October 2026
China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...
Thursday 1 October 2026
GPS-free indoor drones target high-rack inspection as smart warehouses expand
The drone market is expanding beyond military applications as commercial demand gains momentum. Following the rollout of drone logistics services for Taiwan's outlying islands, industry...
Thursday 1 October 2026
Memory shortages deepen as AI demand keeps server prices climbing
The memory market is entering the fourth quarter of 2026 with a widening split between weak consumer demand and intense server buying, underscoring how artificial intelligence workloads...
Thursday 1 October 2026
SG Semiconductor builds brand and talent for Singapore chip industry
Singapore has launched the SG Semiconductor brand to strengthen its semiconductor profile and attract talent, aiming to create a globally recognizable industry identity beyond its...