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Wednesday 22 April 2026
Commentary: Apple CEO change sounds alarm for China suppliers
Apple has named hardware engineering chief John Ternus as chief executive, replacing Tim Cook after 15 years — a move that signals a strategic shift. While succession talk had...
Wednesday 22 April 2026
Apple's US$4 trillion leadership transition: will decision-making return to engineers?
Apple officially announced on April 21, 2026, that Senior Vice President of Hardware Engineering John Ternus will take over as CEO starting September 1 this year, while current CEO...
Wednesday 22 April 2026
MiTAC expands production across US, Vietnam and Taiwan as units gear up for growth
MiTAC Holdings' simultaneous expansion of production across the US, Vietnam, and Taiwan is designed to reassure global customers amid mounting geopolitical and supply uncertainties...
Wednesday 22 April 2026
US FCC router rules rattle industry, but Taiwan vendors see silver lining
A new US regulatory push to scrutinize foreign-made consumer routers on national security grounds is raising questions across the global networking industry. Yet for Taiwan's key equipment...
Wednesday 22 April 2026
CXMT fills LPDDR4X gap as non-China CSPs seek capacity
Memory giant ChangXin Memory Technologies (CXMT) is stepping in to fill the consumer market shortfall left by Samsung Electronics' planned phase-out of LPDDR4X production. With memory...
Wednesday 22 April 2026
BYD seeks role in Europe's auto lobby as Chinese carmakers gain ground
On April 20, BYD formally applied to join the European Automobile Manufacturers' Association (ACEA) and has begun discussions with the group, according to foreign media reports. If...
Wednesday 22 April 2026
Analysis: Tesla's chip ambitions drive a wedge between Samsung and Intel
Tesla's Terafab project is accelerating, with the company targeting substantial in-house chip production to support autonomous driving, robotaxis, humanoid robots, and AI infrastructure...
Tuesday 21 April 2026
BYD reassesses Malaysia factory project as talks stall with the government

In August 2025, the Chinese electric vehicle (EV) maker BYD announced plans to build a completely knocked-down (CKD) assembly plant at the...

Tuesday 21 April 2026
BOE loses momentum as Samsung Display supplies nearly 60% of iPhone panels
According to The Korea Economic Daily, market research firm Omdia statistics show that in the 2025 iPhone display market, Samsung Display (SDC) ranked first with a 56.8% supply...
Tuesday 21 April 2026
Beijing acts on memory price surge, AI demand reshapes device costs

China's Ministry of Industry and Information Technology (MIIT) is stepping in to steady the memory supply chain after a sharp rise in DRAM...

Tuesday 21 April 2026
Electronic system design industry sustains double-digit growth in 4Q25, driven by strong SIP and services demand

The global electronic system design industry closed 2025 on a strong footing, with revenue reaching US$5.47 billion in the fourth quarter—up...

Tuesday 21 April 2026
China amping up DRAM integration: GigaDevice expands into DRAM through CXMT tie-up
GigaDevice is moving into DRAM through a KRW1 trillion (US$680 million) related-party deal, combining CXMT's manufacturing capacity with its own sales network in a move that could...
Tuesday 21 April 2026
AI demand inflates silicon valuations across TSMC, Nvidia supply chain
"Silicon inflation" is no longer a metaphor — it is reshaping Taiwan's capital markets. TSMC and Nvidia are at the center, pulling growth across the entire electronics supply...
Tuesday 21 April 2026
Google's AI chip push targets inference boom as battle with Nvidia enters new phase

Google is accelerating its push into the AI chip market, positioning its custom tensor processing units (TPUs) as a viable alternative to...

Tuesday 21 April 2026
End of Cook era underscores Apple's growing dependence on ecosystem strength over breakthrough products
As Tim Cook prepares to transition from CEO to executive chairman on September 1, 2026, analysts and industry observers are reviewing a 15-year tenure defined by unprecedented financial...