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Wednesday 14 October 2026
Applied Materials lifts 2030 margin goals, but a missing industry forecast sends a disappointing signal
Applied Materials used its investor day to argue that AI will let it outgrow the chip equipment market through 2030. Investors, however, focused on what the company left out: a forecast...
Wednesday 14 October 2026
AI memory boom pushes smartphone market into premium-first reset
While the rapid advancement of AI has driven steadily growing investment in large-scale infrastructure, one of its downstream effects is becoming increasingly visible in the memory...
Wednesday 14 October 2026
Smartphone costs surge as brands take divergent action
Memory prices have surged 4–5x in recent years, and smartphone brands' efforts to pass those costs on to consumers have already hurt sales of new devices in 2026. With large-scale...
Tuesday 13 October 2026
Uber consolidates Taiwan, HK and Macau operations under one GM
Uber Technologies appointed a single general manager for Taiwan, Hong Kong and Macau on October 13, combining leadership across the three markets as the ride-hailing company seeks...
Tuesday 13 October 2026
CXMT's server DRAM push raises margin concerns for Samsung, SK Hynix
China's ChangXin Memory Technologies (CXMT) is raising concerns over the future pricing power of Samsung Electronics, SK Hynix, and Micron as its plans for next-generation server DRAM...
Tuesday 13 October 2026
Taiwan panel makers enter semiconductor fight as structural challenges persist
Entering the fourth quarter of 2026, panel makers face pressure from rising component costs and weakening demand. However, price hikes and production cuts led by Chinese panel manufacturers...
Tuesday 13 October 2026
Energy law overhaul drives Taiwan storage demand
Taiwan's Energy Management Act is undergoing its first major revision in nearly a decade, driving businesses to reassess self-generation and energy storage systems (ESS) as the market...
Tuesday 13 October 2026
Stellantis rejects brand split, urges EU to reward local carmaking
At the Paris Motor Show, Stellantis NV CEO Antonio Filosa rejected proposals to split the company's European and US brands and said the company would not sell Maserati. The automaker...
Tuesday 13 October 2026
Huawei foldable phone shipments top 20 million, claims over 70% China market share in 1H26
Huawei's cumulative global foldable smartphone shipments have exceeded 20 million units, with the company capturing more than 70% of China's foldable phone market in the first half...
Tuesday 13 October 2026
Malaysian states team up to back homegrown chip firms
The Selangor state government has committed MYR50 million (US$12.24 million) to the National Strategic Investment Fund, joining Khazanah Nasional Bhd and the Penang government in a...
Tuesday 13 October 2026
Global PC shipments plunge 20% in 3Q26
Global PC shipments, including desktops, notebooks, and workstations, fell more than 20% year-over-year in the third quarter of 2026 as inventory pressure and weak demand hit the market...
Tuesday 13 October 2026
Intel CEO warns AI hardware shortages could last up to 3 years
Intel CEO Lip-Bu Tan warned in Singapore that demand for AI infrastructure continues to outpace supply, with hardware shortages unlikely to ease significantly over the next 2–3...
Tuesday 13 October 2026
Huawei car brands face trust test: Maextro brakes draw scrutiny, AITO's Europe bid uncertain
Huawei's automotive partnerships are accelerating their overseas expansion while facing growing scrutiny over product safety and brand trust. AITO is reportedly planning to enter the...
Tuesday 13 October 2026
Grenergy sees orders through 1H27 as low-speed EV demand grows
Grenergy Enterprise reported consolidated revenue of NT$34.83 million (approx. US$1.09 million) for September 2026, up 66% from the previous month and 38% from a year earlier. Growth...
Tuesday 13 October 2026
AUO enters next chapter as David Chang takes president role to reshape group operating model
Amid ongoing shifts in panel market cycles and end-market demand, AUO continues to press forward with its strategic corporate transformation. Marking its 30th anniversary in 2026,...