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    Friday 14 August 2026
    Memory supply crunch pushes long-term contracts beyond the big three
    The global memory supply shortage is intensifying, with long-term agreements (LTAs) rapidly expanding beyond the three major memory manufacturers—Samsung Electronics, SK hynix,...
    Friday 14 August 2026
    European notebook revenue jumps 14.8% as unit sales fall
    European notebook sell-through fell 1% year-over-year in units in the second quarter of 2026, but revenue rose 14.8% as the average selling price (ASP) climbed 15.3% to EUR801 (approx...
    Friday 14 August 2026
    DeepSeek raises API prices sharply as V4 Pro targets agentic AI market
    Chinese AI startup DeepSeek has officially launched its V4 Pro model with significantly enhanced agent capabilities, while sharply increasing API prices as it seeks to expand beyond...
    Friday 14 August 2026
    SMIC plans to single out AI chip revenue as demand outpaces its current reporting categories
    Semiconductor Manufacturing International Corporation (SMIC) is considering disclosing revenue from artificial intelligence (AI)-related "peripheral chips" as a standalone line item,...
    Friday 14 August 2026
    ATEN lifts second-quarter profit on higher sales, pricing, utilization
    ATEN International said its second-quarter 2026 revenue rose 19% year-over-year, while gross margin improved to 62% from 59% and pretax profit jumped 235%. The Taiwan-based keyboard-video-mouse...
    Wednesday 12 August 2026
    FocalTech expects demand to improve in the second half of 2026
    Touch controller and display driver IC maker FocalTech Systems said it saw revenue regain quarter-on-quarter momentum in the second quarter of 2026 as the 618 shopping festival, new...
    Wednesday 12 August 2026
    Cash deposits reshape memory supply deals
    The global memory industry has embraced a new business model over the past two quarters. Memory manufacturers are not only signing multi-year supply agreements with customers, but...
    Wednesday 12 August 2026
    DB HiTek profit jumps 43% as TSMC, Samsung scale back 8-inch capacity
    DB HiTek posted a 43% jump in second-quarter operating profit as tighter 8-inch foundry supply and stronger power semiconductor demand kept its fabs running near full capacity, with...
    Wednesday 12 August 2026
    China's polysilicon makers draw cost floor after solar losses top US$1.9 billion
    China's solar industry may be nearing a turning point after more than two years of price warfare, with major polysilicon producers drawing a line under below-cost sales.
    Wednesday 12 August 2026
    Panel makers turn to AI packaging as old fabs gain value
    Taiwanese panel makers broadly reported weaker July revenue as some customers pulled in shipments in advance in the first half of the year and memory price increases weighed on consumer...
    Wednesday 12 August 2026
    Apple presses Samsung Display and LG Display for lower iPhone 18 OLED prices
    Apple has asked Samsung Display and LG Display to sharply reduce OLED panel prices for the iPhone 18 as it works to offset rising production costs, according to South Korean media...
    Wednesday 12 August 2026
    Novatek sees 3Q26 growth resting on smartphone DDI and Edge AI demand

    Novatek, a Taiwan-based display driver integrated circuit (DDI) supplier, said at its August 6 investor conference that second-quarter 2026...

    Tuesday 11 August 2026
    Walsin sees B/B ratio hit 1.8, 2026 capex at NT$4B

    Chiao Yu-Heng, chairman of Walsin Technology, said the passive component market has improved sharply, with some parts even in short...

    Tuesday 11 August 2026
    Gemtek, CyberTAN see YoY growth turn positive in July
    As supply chain turbulence is easing, network equipment makers are starting to report better revenues. Gemtek Technology and CyberTAN both saw year-over-year revenue growth turn positive...
    Tuesday 11 August 2026
    Global supply chains buckle as helium shortages and China's price edge hit Taiwan

    Global supply chains are facing a fresh squeeze as helium shipments, electronic components, and industrial raw materials are hit by...

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    Research_DB
    BIZ FOCUS
    Jul 30, 08:00
    EDOM Accelerates Edge AI Deployment with NVIDIA Technologies
    Monday 1 June 2026
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Thursday 30 July 2026
    ACCM Introduces Celeritas SMC: A Production-Ready, Silicon-Matched Core for Advanced Packaging
    Wednesday 29 July 2026
    Arrow Drives System-Level Design, Turning Complexity into Competitive Advantage
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