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Friday 6 March 2026
Tata cements EV lead in India as 2026 roadmap targets scale, premium push and charging dominance
Tata Motors is doubling down on electric vehicles as India's energy transition accelerates, leveraging policy protection, aggressive pricing, and localization to defend its 40% EV...
Friday 6 March 2026
Rising silver prices shift solar technology race toward low-silver cells
Rising global silver prices have pushed the cost of silver paste used in solar panels up about 2.5 times in six months, intensifying competition across the solar supply chain and accelerating...
Friday 6 March 2026
Samsung bets on higher-priced Galaxy S26 to lift Taiwan revenue
Samsung Electronics unveiled its Galaxy S26 series and Galaxy Buds4 earphones on February 26. They disclosed a Taiwan rollout plan on March 4, with pre-orders running from March 4...
Friday 6 March 2026
South Korean Academia: NAND scaling nears ceiling; China seen closing gap
The rapid expansion of artificial intelligence is driving strong growth in the memory market. Compared with DRAM, which still has room for structural innovation, NAND flash has largely...
Friday 6 March 2026
Samsung Display's 4Q25 profit soars on BOE's KRW500 billion patent payment
Samsung Display (SDC) reportedly received over KRW500 billion (approx. US$340 million) in patent royalties from leading Chinese panel maker BOE in the fourth quarter of 2025, which...
Friday 6 March 2026
Commentary: Memory price surge and the Middle East conflict bring severe challenges to Transsion
Rising geopolitical risks in the Middle East threaten to directly impact Chinese smartphone brands deeply rooted in emerging markets. For Transsion, known as the "king of low-end phones"...
Friday 6 March 2026
Amtran hits 9-year revenue high in 2025 with product mix optimization
Benefiting from a global market rebound and optimized product portfolio, Amtran Technology's consolidated revenue reached NT$24.6 billion (approx. US$775.4 million) in 2025, up 6.13%...
Friday 6 March 2026
Foxconn February revenue rises 8% on continued AI server demand
Hon Hai Precision Industry (Foxconn) reported consolidated revenue of NT$595.81 billion (approx. US$18.78 billion) for February 2026, down 18.39% from NT$730.04 billion in January,...
Friday 6 March 2026
South Korea's approval for Google to export high-precision maps raises competition and security questions
South Korea's government has reversed a nearly 20-year policy and conditionally allowed Google to export high-precision map data abroad, a move that could shift the competitive landscape...
Thursday 5 March 2026
Memory spot prices surge, straining procurement capital and risking industry cycle instability
The global memory market faces a widening supply-demand gap as manufacturers wield strong pricing power and limit spot-market supply, driving rapid spot-price increases that intensify...
Thursday 5 March 2026
Memory price surge drives Transcend's profits higher, signaling tighter DDR4 market and potential industry margin gains
Memory module maker Transcend Information saw its net profit double from a year ago in 2025, as rising memory prices and sustained demand lifted margins and revenues. The company said...
Thursday 5 March 2026
Commentary: HBM hybrid bonding race heats up, but memory makers slow to adopt
Competition in the high bandwidth memory (HBM) market is intensifying, prompting equipment makers such as Hanwha Semitech and Semes to accelerate...
Thursday 5 March 2026
China sets 2026 growth target at 4.5–5% as supply chain risks mount
China has set a more flexible economic growth target for 2026, Premier Li Qiang said in the government work report delivered on March 5 and carried by Xinhua News Agency....
Thursday 5 March 2026
Analysis: AI PCB rivalry across four economies puts Taiwan under pressure
Rising geopolitical tensions and surging demand for AI applications are reshaping the global printed circuit board (PCB) industry. The Taiwan Printed Circuit Association (TPCA) notes...
Thursday 5 March 2026
Broadcom-TSMC 3.5D AI chips give ASIC leader an early edge over Nvidia

In the AI era, technological competition among leading chip design companies continues to intensify. Broadcom announced in 2024 that it...