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Friday 14 August 2026
Chinese automakers gain share in Europe as legacy carmakers partner to cut costs
Chinese automakers are reshaping Europe's car market, and the pressure is forcing global rivals into uneasy partnerships that could trim costs while raising strategic risks. For drivers,...
Friday 14 August 2026
Lenovo says it will hit its US$100 billion revenue target early, even as memory costs squeeze devices
Lenovo Group told investors on its August 13, 2026 earnings call that record AI-driven growth is outpacing the company's targets, even as executives warned that memory chip shortages...
Friday 14 August 2026
Coherent beats fourth-quarter revenue estimates as AI demand lifts data center sales
Coherent reported fiscal fourth-quarter results for the period ended June 30, 2026, on the back of rising investment in AI infrastructure. The optics and photonics supplier said revenue...
Friday 14 August 2026
PixArt revenue rises on game-console demand as margin pressure grows

PixArt's latest results signal how shifting demand across consumer electronics and emerging sensor markets can reshape profitability...

Friday 14 August 2026
Interview: 'Modern warfare is a battle of PAs'–Transcom targets overseas defense, LEO satellite growth

Amid escalating geopolitical tensions, defense awareness is rising rapidly worldwide, with drone and counter-drone technologies becoming...

Friday 14 August 2026
ABF substrate boom lifts Eternal Precision prices 20%

Strong Ajinomoto Build-Up Film (ABF) substrate demand has driven a surge in orders for vacuum laminating equipment, with Eternal Precision...

Thursday 13 August 2026
China AI chip market nears 90% domestic share in 2026—Huawei on course to eclipse Nvidia

China's high-end AI chip market could become almost entirely domestic in 2026, with local solutions expected to take nearly 90% of...

Thursday 13 August 2026
Samsung SDI-GM battery reset shows how ESS is reshaping the US EV supply chain

Samsung SDI is ending its battery manufacturing partnership with General Motors (GM) in Indiana, terminating a major EV joint venture...

Thursday 13 August 2026
AI inference surge lifts NAND market to record revenue: Counterpoint
The global NAND market tightened sharply in the second quarter of 2026 as AI workloads shifted from training to inference, driving demand for enterprise SSDs and squeezing consumer...
Thursday 13 August 2026
PC 2H26 pull-forward correction hits peripheral chip makers
As 2026 enters its second half, the PC market is facing pressure from both demand and supply. Rising memory and CPU prices are pushing up system prices and weighing on end-market demand,...
Thursday 13 August 2026
Ledlink swings to profit in 2Q26

Ledlink Optics Inc. posted consolidated revenue of NT$353 million (US$10.97 million) in the second quarter of 2026, up 16% quarter-over-quarter...

Thursday 13 August 2026
409.6T switches could push industry toward CPO, Arista says
Co-packaged optics (CPO) has become a major focus of the optical networking industry, but pluggable modules remain the mainstream choice for optical interconnects. At a silicon photonics...
Thursday 13 August 2026
Exclusive: US makers accelerate sodium battery plans as shared lithium-ion lines draw investment
US battery makers are moving more quickly into sodium-ion technology to gain production flexibility, fresh capital, and reduced exposure to lithium supply shocks. Industry sources...
Thursday 13 August 2026
Taiwanese makers see humanoid robot supply-chain gains as technical hurdles linger

The humanoid robot market is opening new AI supply-chain opportunities for Taiwanese manufacturers, while lifting broader robotics...

Thursday 13 August 2026
South Korea widens chip strategy beyond Samsung and SK Hynix with KRW5 trillion ecosystem fund
As market momentum spirals into an intensifying race over AI infrastructure buildouts, the global landscape has entered a more aggressive round of AI-centered investment, with national-scale...