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Thursday 6 August 2026
Sandisk leans on multi-year supply deals as it bets on AI-driven NAND supercycle
Sandisk closed its fiscal 2026 with record revenue, gross margin, and earnings per share. Still, the bigger story for investors is how much of the company's future business is now...
Thursday 6 August 2026
Sandisk's data center pivot drives record quarter as AI-fueled NAND shortage reshapes storage market
Sandisk reported fiscal fourth-quarter and full-year 2026 results on August 5 that underscore how thoroughly artificial intelligence (AI) demand has reshaped the NAND flash memory...
Thursday 6 August 2026
Taiwan's KOYO-1 satellite validates homegrown FOG technology, opening doors to global space supply chains
Taiwan's aerospace industry has reached another milestone with the successful launch of the KOYO-1 CubeSat in July 2026, helping local suppliers advance further into the global space...
Thursday 6 August 2026
China automakers struggle as margins plunge and battery supply chains skew
China's automakers are still betting on a strategy of in-house batteries to complement their complete vehicle lineups, but the push remains hard to execute as profit margins slide...
Thursday 6 August 2026
Tung Yang July revenue rises 23% on stronger AM and OEM demand
Auto parts maker Tung Yang reported July consolidated revenue of NT$2.036 billion, up 23% from a year earlier and a record for the same month. The Taiwanese supplier said cumulative...
Thursday 6 August 2026
Memory shortages squeeze smartphone shipments, leaving Chinese brands to sell the AI upgrade

The global smartphone market is approaching an unusual turning point in the second half of 2026. Artificial intelligence has become...

Thursday 6 August 2026
Microdisplay advances push AR glasses closer to mainstream adoption
Taiwanese supply-chain players said new microdisplay designs and optical simulation tools are accelerating consumer augmented reality (AR) glasses adoption as the market shifts toward...
Thursday 6 August 2026
Myson Century expands health supplement business into Malaysia
Myson Century is taking its Chun Ho Biotech brand overseas through an expansion into Malaysia as part of a broader push to build a one-stop health and wellness ecosystem. The Taiwanese...
Wednesday 5 August 2026
Foldable smartphone shipments are set to rise 20% as Apple enters the market
Global foldable smartphone shipments are expected to increase 20% in 2026 from 2025, according to industry players cited in the source, even as the broader handset market faces tighter...
Wednesday 5 August 2026
Foldable phone demand shifts as wider models challenge flip designs
Foldable phone makers are facing a more segmented market as wider book-style devices gain ground and Samsung Electronics expands its lineup, with the next major demand test expected...
Wednesday 5 August 2026
Fanuc raises fiscal 2026 outlook as costs and supply bottlenecks weigh on profits
Fanuc said first-quarter orders for fiscal 2026 surged 37% year-on-year to a record JPY281.9 billion, even as the industrial robot maker drew market concern for raising its full-year...
Wednesday 5 August 2026
AMD says server CPU market to hit US$220B by 2030

AMD expects the market for server central processing units (CPUs) to reach approximately US$220 billion by 2030, up from an estimate...

Wednesday 5 August 2026
Starlink prepares terrestrial mobile push as SpaceX targets US carrier market

Starlink is preparing to move beyond satellite broadband and direct-to-device coverage into a broader mobile communications business,...

Wednesday 5 August 2026
Memory crunch deepens PC slump as Apple, Nvidia emerge as rare bright spots
After a brief recovery in 2025, the PC supply chain had hoped the market would return to sustained growth. Instead, AI server demand has squeezed memory production capacity, driving...
Wednesday 5 August 2026
Vanguard International Semiconductor sees AI demand lift mature-node prices through 2027
Demand for power management ICs (PMICs) driven by artificial intelligence (AI) servers continues to grow, accelerating the recovery of mature-node processes. Vanguard International...