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    China's Naura enters global top five semiconductor equipment makers in 2025
    11h 18min ago
    Panel industry’s old factory sales become global trend with semiconductor firms as prime buyers
    11h 18min ago
    TSMC and memory makers boost capex to offset China export restrictions impact
    11h 18min ago
    Memory focus shifts to LPDDR6 and LPW in post-HBM era
    11h 18min ago
    Commentary: Stellantis halts ACC battery plant plans amid EU localization policy rollout
    11h 18min ago
    Analysis: China's AI evolution achieves zero-delay model and chip adaptation
    11h 18min ago
    NEWS TAGGED MOBILE COMPONENTS
    Thursday 12 February 2026
    Samsung Display reviews capacity expansion for Apple foldable OLEDs

    Samsung Display (SDC) is reviewing additional investment to expand production capacity for foldable organic light-emitting diode (OLED)...

    Wednesday 11 February 2026
    Novatek predicts memory and visual edge AI to be the main demand drivers in 2026
    Taiwanese display driver IC (DDI) giant Novatek recently held an investor briefing, where Vice Chairman and General Manager Steve Wang said that memory supply and costs will be the...
    Friday 6 February 2026
    Qualcomm 1QFY26 earnings call: memory shortages redefine smartphones despite strong demand
    Qualcomm delivered record results in its fiscal first quarter, but executives warned that a worsening memory supply imbalance is now constraining the global smartphone market, even...
    Thursday 5 February 2026
    Skyworks signals confidence in mobile stability as AI and mix uncertainty shape outlook

    At its first quarter fiscal year 2026 earnings call, Skyworks Solutions addressed investor concerns around mobile content stability, pricing...

    Monday 2 February 2026
    Apple ramps up supplier price cuts to protect margins as costs rise
    Apple reported strong results for its fiscal first quarter of 2026, but the company's supply chain did not share in the enthusiasm. The key reason is that Apple is feeling the impact...
    Monday 2 February 2026
    Nvidia speeds up silicon photonics momentum in 2026, optical supply chain mobilizes
    With Nvidia's next-generation Rubin Ultra platform approaching launch, the shift to 800G and 1.6T high-speed interconnects and the adoption of silicon photonics (SiPh) are set to open...
    Tuesday 27 January 2026
    TPCA predicts 13.9% rise in global PCB market in 2026 amid AI-driven capacity shift
    The rapid expansion of artificial intelligence (AI) computing is fueling a new wave of structural growth in the global printed circuit board (PCB) industry.
    Monday 26 January 2026
    How rising memory prices are reshaping the smartphone supply chain

    As the global surge in artificial intelligence continues to drive up memory chip prices, pressure is mounting across the electronics supply...

    Monday 26 January 2026
    Commentary: Apple's foldable iPhone faces design questions ahead of widely expected 2026 debut

    Beyond the closely watched rivalry between Samsung Electronics and Huawei in foldable smartphones—and the shifting balance of market...

    Monday 26 January 2026
    Commentary: Metalenses move from lab to market, reshaping optical design
    As optical technology continues to push toward ever more extreme miniaturization, metalenses are emerging as one of the optical industry's most closely watched inflection points heading...
    Friday 23 January 2026
    BOE production issues with iPhone OLED create opening for South Korean suppliers
    China's major panel maker BOE continues to struggle with OLED production for Apple's iPhones, with the problem unresolved since late 2025. During this period, Samsung Display (SDC)...
    Wednesday 21 January 2026
    Memory shortage impacts Chinese smartphone supply; mid-to-low-end models and SoCs face challenges in 2026
    Due to memory shortages and price hikes, Chinese smartphone brands are expected to reduce their 2026 inventory by at least 10%, mainly affecting cost-sensitive mid-to-low-end models...
    Friday 16 January 2026
    MediaTek scales flagship performance with Dimensity 9500s and 8500
    MediaTek has launched the Dimensity 9500s and Dimensity 8500 mobile processors, both carrying over key technologies from the company's flagship Dimensity platform. The new chips deliver...
    Thursday 15 January 2026
    Smartphone panel prices hit by memory price surge
    Rising memory prices have pushed up smartphone bill of materials (BOM) costs, potentially affecting shipments for 2026. As the smartphone panel market enters its seasonal off-peak...
    Wednesday 14 January 2026
    Motorola unveils SiC battery tech for lighter, longer-lasting smartphones
    Motorola announced three new smartphone models—edge 70, g57, and g86 Power—in Taiwan on January 12, highlighting a breakthrough in silicon-carbon (SiC) battery technology...
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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook