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Friday 30 January 2026
SK Hynix reportedly converts Icheon DRAM lines as supply crunch boosts margins
The global memory market is moving into a phase that looks increasingly different from past cyclical upswings, as demand tied to artificial intelligence, robotics, and autonomous systems...
Thursday 29 January 2026
Samsung reclaims memory sales crown as SK Hynix extends profit lead
Samsung Electronics and SK Hynix both delivered record fourth-quarter 2025 results, underscoring the sharp rise in memory prices and profits as supply across the market tightens.
Thursday 29 January 2026
Foxconn Industrial Internet drives growth in high-end computing market through cloud and AI server focus
Foxconn's subsidiary, Foxconn Industrial Internet (FII), is accelerating its operational shift toward the high-performance computing market, driven by dual engines of cloud and AI...
Thursday 29 January 2026
Analysis: ASML earnings prove AI demand is hitting the factory floor
The artificial intelligence boom has moved from cloud infrastructure to the factory floor, and ASML Holding NV's latest earnings prove it.
Thursday 29 January 2026
China's MCU sector trends from price cutting to margin repair
China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
Thursday 29 January 2026
Analysis: how SK Hynix is binding customers to its AI memory
SK Hynix is moving to lock out competitors in the high-stakes battle for AI memory, deploying a "one-team" operational strategy that integrates the chipmaker directly into its customers'...
Thursday 29 January 2026
Sunny Optical restructures as China's lens makers face layoffs prompted by smartphone slump
China's optical industry is confronting significant challenges as several lens module manufacturers reportedly plan layoffs early in 2026, prompted by sluggish smartphone sales and...
Thursday 29 January 2026
UMC sets 2026 capex at US$1.5b as 4Q revenue rises 4.5%
United Microelectronics Corporation (UMC) reported a moderate revenue increase in the fourth quarter of 2025, driven by favorable currency exchange rates and growth in its 22/28nm...
Thursday 29 January 2026
Semco and LG Innotek push into humanoid robot supply chain
As artificial intelligence (AI) technology advances, the robotics market is maturing rapidly. South Korean electronic component makers are reportedly viewing robots as their next growth...
Thursday 29 January 2026
Seagate's nearline capacity booked through 2027 as AI datacenters fuel storage boom
Seagate Technology posted record revenue, profit, and total storage capacity shipped in the second quarter of fiscal year 2026 (2QFY26, ended January 2), fueled by strong AI-driven...
Thursday 29 January 2026
Vivo exits smart glasses race, citing three insurmountable obstacles
After preparing for half a year, China-based smartphone maker Vivo has reportedly decided to terminate its AI glasses project. Its exit was not due to a lack of technical capability,...
Wednesday 28 January 2026
Toppan keeps legal options open for Giantplus Technology's share transfer dispute
Giantplus Technology, which focuses on small- and medium-sized panels, recently faced a management rights dispute. The largest shareholder, Japan's Toppan Holdings, had originally...
Wednesday 28 January 2026
SK Hynix bets $10B on Silicon Valley with new U.S. AI subsidiary
SK Hynix announced on Wednesday, January 28, 2026, it will establish a new US-based entity dedicated to artificial intelligence solutions, backed by a planned US$10 billion investm...
Wednesday 28 January 2026
MetaX revenue more than doubles to US$230 million as losses narrow
China's GPU developer MetaX reported strong revenue growth for fiscal 2025, driven by rising demand for domestically produced AI chips. In a preliminary earnings release on January...