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Friday 10 July 2026
GlobalWafers-Micron deal pushes US semiconductor localization beyond chip fabs
GlobalWafers and Micron have signed a 10-year supply agreement, alongside US$500 million in strategic financial support, in a move that underscores how artificial intelligence (AI),...
Friday 10 July 2026
India scraps duties on electronics and battery components to boost local manufacturing

India has scrapped import duties on a targeted set of components and factory machinery used to build smartphones, displays, and lithium-ion...

Friday 10 July 2026
EU tariffs push Chinese carmakers to seek deeper ties in Europe

The EU's higher tariffs on China-made battery electric vehicles are reshaping global auto trade and investment. As Brussels tightens...

Friday 10 July 2026
Meta readies Iris chip, locks in supply for push to 14 gigawatts
Meta Platforms plans to begin manufacturing its Iris AI accelerator in September 2026 while securing long-term supplies of memory, storage and optical equipment for a computing expansion...
Friday 10 July 2026
HBM prices set to double in 2027 as AI demand and supply deals tighten the memory market

High-bandwidth memory (HBM) prices could more than double in 2027 as Nvidia's Rubin platform drives demand, HBM4 raises production...

Friday 10 July 2026
Liteon Technology June revenue jumps 37% on AI server power demand
Liteon Technology reported consolidated revenue of NT$18.7 billion (US$580 million) in June 2026, up 8% from May and 37% from a year earlier, as demand for AI and cloud computing high-end...
Friday 10 July 2026
JPC Connectivity June revenue hits a new high on AI data center demand
AI data centers and faster interconnects are lifting demand for JPC Connectivity, with the cable and connector maker posting record June revenue and stronger quarterly results. The...
Friday 10 July 2026
Largan sees variable-aperture ramp in 3Q26, eyes CPO samples

Largan said on July 9, 2026, that shipments of its variable-aperture lens will begin ramping up in the third quarter, and that it has...

Friday 10 July 2026
BOE profit surges on LCD recovery and 8.6G OLED AI PC ramp

BOE Technology expects first-half 2026 net profit to rise sharply as China's largest display panel maker benefits from a stronger LCD...

Friday 10 July 2026
LGES turns idled US EV battery lines toward AI data centers as storage demand fills the EV gap
LG Energy Solution's move to convert part of an idled US electric-vehicle battery plant into a line making lithium iron phosphate (LFP) cells for energy storage shows how South Korea's...
Friday 10 July 2026
Mitsubishi Fuso, Foxconn move bus venture toward launch, signaling a push into electrified public transport
Mitsubishi Fuso Truck and Bus Corporation and Foxconn have taken a major step toward forming a new bus maker, naming the company, selecting its logo, and outlining senior leadership...
Friday 10 July 2026
E&R Engineering advances glass substrate pilot production to 2H27
E&R Engineering says AI demand and faster-than-expected glass substrate adoption are tightening equipment supply and advancing investment plans across Asia and the US. For global...
Friday 10 July 2026
Samsung's mobile business balances stronger demand against mounting profit pressure

Samsung Electronics' mobile business has shown signs of improving demand in recent months, prompting the company to increase production...

Friday 10 July 2026
PCB midplane snags cast doubt on Nvidia's Kyber rack timeline

Nvidia has denied reports that its next-generation Kyber AI rack system could be delayed to 2028, saying its product roadmap remains...

Friday 10 July 2026
TSMC, ASML, and Imec target 2D chip mass production in Taiwan within five years

ASML, Imec and TSMC are collaborating in southern Taiwan to develop manufacturing equipment for two-dimensional (2D) semiconductor...