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    YMTC accelerates Wuhan fab installation, boosting local equipment deliveries
    11h 31min ago
    Google doubled capital expenditure to boost TPU demand, MediaTek aims to strengthen long-term partnership
    11h 31min ago
    CSPs ramp up ASIC production and self-developed CPUs, boosting Aspeed and Global Unichip in AI upgrade
    11h 32min ago
    Memory cost surge threatens second-tier smartphone profitability amid AI upgrades
    11h 32min ago
    South Korea aims to lead global quantum chip manufacturing by 2035
    11h 32min ago
    Qualcomm and MediaTek warn of smartphone market challenges in 2026
    11h 32min ago
    NEWS TAGGED MOBILE COMPONENTS
    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...
    Monday 12 January 2026
    Jarllytec seeks more foldable smartphone shipments in 2H26
    Notebook hinge maker Jarllytec said that its confirmed orders for the 2026 3C product lines include one new China-branded foldable smartphone model, which is scheduled to enter mass...
    Saturday 10 January 2026
    Sporton passes first Wi-Fi 8 test and receives FCC approval
    Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC)...
    Friday 9 January 2026
    Largan braces for 1Q26 seasonal dip as capacity utilization loosens
    Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from...
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    KLA
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    iMetricjVeeam Q1 CITV ANZ
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook