CONNECT WITH US
NEWS TAGGED MARKET
Wednesday 15 July 2026
Tongfu Microelectronics forecasts sharp first-half profit rise on AI and memory demand
Tongfu Microelectronics said its first-half profit is likely to climb sharply, reflecting broader gains in semiconductor demand that could matter for global chip supply chains, AI...
Wednesday 15 July 2026
AI drives memory shortage through 2027, PSMC lifts 2Q26 margin to 28%
AI-driven demand for memory, power management chips, and advanced packaging has continued to tighten supply and demand in the foundry market. Powerchip Semiconductor Manufacturing...
Wednesday 15 July 2026
Rethinking motorcycle IoT as the hype cools
Motorcycle IoT has returned to the spotlight after a leading two-wheeler maker that pioneered connected systems 10 years ago said it will end related services in 2027. The move has...
Wednesday 15 July 2026
PSMC lifts DRAM foundry prices 45% as 3D AI Foundry targets 20% revenue share
Major cloud service providers (CSPs) have front-loaded purchases of future DRAM capacity, and the global memory supply-demand gap is expected to last through 2027. Powerchip Semiconductor...
Wednesday 15 July 2026
Jensen Huang's Akihabara visit honors partners behind Nvidia's 33-year rise
Nvidia CEO Jensen Huang is scheduled to attend an event in Tokyo's Akihabara district on July 15, marking the 30th anniversary of the partnership between Nvidia GeForce Japan and gaming...
Wednesday 15 July 2026
US space startups race to cash in on Golden Dome's orbital logistics opening

The United States' proposed Golden Dome missile defense system remains highly uncertain, but it is already emerging as a new market...

Wednesday 15 July 2026
China's EV upgrade race leaves automakers selling more, earning less

China's electric vehicle market is entering a harsher phase. Consumers are replacing cars at an unusually rapid pace, yet automakers are...

Wednesday 15 July 2026
Memory-cost squeeze is reshaping China's smartphone market, and only Huawei and Apple are winning from it
China's smartphone market is being reordered by the cost of the parts inside the phone rather than by any loss of appetite for the devices, and the second quarter of 2026 showed that...
Wednesday 15 July 2026
AI computing demand lifts fiber prices and volume

AI data-center buildouts are driving global demand for high-speed optical interconnects and triggering a new round of capacity expansion...

Wednesday 15 July 2026
Taiwan auto market rebounds as replacement demand lifts second-half outlook
Taiwan's auto market showed signs of recovery in June, and industry players expect replacement demand from the AI supply chain to support sales in the second half of 2026. The shift...
Wednesday 15 July 2026
Huawei's US$11B clean energy business turns Brazil into its next growth engine

Huawei Technologies is becoming an increasingly important supplier to the global energy transition, expanding beyond telecommunications...

Wednesday 15 July 2026
South Korea moves to secure power for new chip cluster

South Korea is accelerating plans to supply electricity to a new semiconductor cluster in the country's southwest by 2030, potentially...

Wednesday 15 July 2026
Taiwan auto parts makers look to overseas expansion as turmoil in China's auto market worsens

China's auto market remained volatile in the second quarter of 2026, even though new energy vehicles (NEV) and emerging brands continued...

Wednesday 15 July 2026
AI image sensor chip makers accelerate shift to algorithms, modules
AI image sensor chips have become a key market for Taiwan's IC design firms, with major players such as Novatek Microelectronics, Realtek Semiconductor, and Himax Technologies, as...
Wednesday 15 July 2026
Rebound in North American AM market lifts Taiwanese auto parts suppliers
The market for aftermarket (AM) automotive parts in North America is showing signs of recovery, prompting Taiwanese suppliers to strike a cautiously optimistic tone in recent shareholder...