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Monday 31 August 2026
Smart manufacturing, robotics drive renewed growth in industrial PCs
The industrial PC (IPC) industry is entering a new AI-driven recovery cycle as artificial intelligence moves into a broader range of real-world applications. Market research estimates...
Monday 31 August 2026
Marvell sees 2027 acceleration in scale-up optics
Marvell said on its fiscal second-quarter of 2027 earnings call that customers are actively planning to deploy scale-up optical solutions as early as 2027, with demand for near-package...
Monday 31 August 2026
SK Hynix explores Japanese expansion to meet global AI chip demand
To capture surging global demand for memory chips driven by artificial intelligence (AI), SK Hynix is actively exploring manufacturing and investment options in Japan.
Monday 31 August 2026
ASE: CPO scale-out demands deeper supply-chain coordination for mass production
SEMICON Taiwan 2026 kicked off its pre-show program with the Silicon Photonics Global Summit.
Monday 31 August 2026
The 72.4% dominance: China's battery lead is now a chemistry problem for South Korea
The global battery space has long been characterized by China's overwhelming dominance, leaving other established players subdued and struggling to establish a foothold in the industry...
Monday 31 August 2026
Taiwan vendors chase India's wireless broadband opportunity, with Alpha Networks in the lead
India's market for Wi-Fi millimeter-wave (mmWave) fixed wireless access (FWA) remains at an early stage, with formal commercial standards still dependent on operators completing field...
Monday 31 August 2026
MetaX posts first-half profit while China's AI GPU rivals split
MetaX posted its first half-year profit since listing, with rising GPU shipments and the mass production of its C600 accelerator strengthening its commercial position while China's...
Monday 31 August 2026
Samsung Galaxy Z Fold8 demand surges, straining UMC 22nm DDI supply
Samsung Electronics' first passport-style foldable, the Galaxy Z Fold8, is reportedly facing tight display driver IC (DDI) supply as demand exceeds expectations. Samsung has continued...
Monday 31 August 2026
CXMT starts LPDDR6 mass production for Xiaomi 18 Fold, claiming global first
China's CXMT has begun mass production of its LPDDR6 memory and will supply the first batch to Xiaomi's upcoming 18 Fold flagship, marking what the company says is the first commercial...
Monday 31 August 2026
Podcast highlights: Xiaomi's 3nm chip cap, HBM in Malaysia, and Nvidia's margin tradeoff
Can Xiaomi's in-house chip reach 2nm? Is HBM rerouting to Malaysia TSMC giving Intel a pass? Can Nvidia hold a 75% gross margin or protect market share? Ahead of Apple's September...
Monday 31 August 2026
China optical display investment shrinks 80% in 1H26
China's optical display industry is cooling after years of aggressive panel fab construction that has reshaped the global display landscape. Investments in China's optical display...
Monday 31 August 2026
USI advances optical interconnect push with ELSFP laser module
Universal Scientific Industrial (USI), part of ASE Technology Holding, is expanding its optical interconnect footprint for AI data centers. EugenLight Technologies, in which USI holds...
Monday 31 August 2026
Repon to ship Vera Rubin rails in August, ramp ASIC in September
Server rail maker Repon began shipping Nvidia's Vera Rubin rack products in August 2026, with ASIC server rack rails set for mass production in September. The higher average selling...
Sunday 30 August 2026
Humanoid robot shipments top 22,000 in 1H26 as industrial use gains ground
As embodied intelligence takes physical form amid widespread production-capacity expansion in the humanoid robot sector, it is becoming increasingly possible to envision a society...
Saturday 29 August 2026
Research Insight: Humanoid robots near mass production as suppliers face precision, ramp-up test
Research Insight: Humanoid robots near mass production as suppliers face precision and ramp-up test