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Tuesday 22 September 2026
AirTAC sees pneumatic demand cycle extending through 2027 on China automation growth

AirTAC International Group said demand for pneumatic components in China's automation market has entered a more gradual expansion phase,...

Tuesday 22 September 2026
Nvidia Rubin architecture drives high-end MLCC demand, solidifying Murata, SEMCO leadership

While market focus surrounding AI infrastructure has centered primarily on core computing components—such as GPUs, CPUs, high-bandwidth...

Tuesday 22 September 2026
China carmakers lean on exports as domestic sales stall

China's auto industry is increasingly relying on exports to sustain growth as domestic demand remains weak, industry sources said, ahead...

Tuesday 22 September 2026
US iPhone 18 Pro Max teardown reveals Qualcomm modem, suggesting prior supply-chain commitments
Apple's latest flagship iPhone 18 Pro series is now shipping, and the choice of modem chip has drawn close market attention. A newly released teardown report has revealed an unexpected...
Monday 21 September 2026
Taiwan drone makers pursue dual-track growth on domestic defense orders, US market expansion

Following the Legislative Yuan's passage of the Act on Strengthening Defense Autonomy and Developing the Unmanned Vehicles Industry...

Monday 21 September 2026
US auto groups press Trump to block Chinese automakers from the market
Major US and global automakers, suppliers and dealers with factories in the United States urged President Donald Trump to keep Chinese automakers out of the American market ahead of...
Monday 21 September 2026
SDC president declares foldable leadership, urges Korea to defend OLED advantage

Facing aggressive expansion by Chinese competitors, Samsung Display (SDC) president and Korea Display Industry Association (KDIA) chairman...

Monday 21 September 2026
China's smart glasses boom: AI evolution, market shakeout, macro trends

China's smart glasses sector is experiencing explosive growth, driven by shifting consumer habits, rapid technological advancements,...

Monday 21 September 2026
Europe's hydrogen trucks chase commercialization
Major European truck makers and suppliers are accelerating alliances to push hydrogen vehicles and refueling infrastructure, as Europe tightens emissions rules and automakers race...
Monday 21 September 2026
Physical AI opens a new growth window for FD-SOI as China builds domestic supply chain

AI's shift from data centers into cars, robots, wearables, and connected devices is widening the market for fully depleted silicon-on-insulator...

Monday 21 September 2026
Apple, Xiaomi, Qualcomm each eye edge AI ecosystem gains
Market sources say Apple is developing an enterprise AI server that could use 2-4 unreleased M8 Ultra processors, aimed at AI developers, large enterprises and government agencies...
Monday 21 September 2026
First Solar withdraws 337 case, shifts TOPCon patent fight

US-based First Solar, best known for thin-film solar production, plans to withdraw its Section 337 complaint under the Tariff Act of...

Monday 21 September 2026
EV battery demand is going global, yet material supply remains overwhelmingly Chinese

For years, the global EV industry has been characterized by a persistent trend to diversify its manufacturing footprint beyond China...

Monday 21 September 2026
ByteDance's China AI chip push hits substrate shortage

China's fast-rising AI models are running into a compute supply bottleneck as demand for advanced packaging substrates surges, with...

Monday 21 September 2026
China monitor market splits as commercial demand holds up, premium displays gain ground

China's PC monitor market is entering a period of sharper structural divergence, with commercial demand offsetting part of a weakening...