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NEWS TAGGED RECOVERY
Wednesday 4 February 2026
Samsung SDI posts heavy loss in 2025, pins recovery hopes on energy storage
Samsung SDI, one of South Korea's three major battery makers, posted a steep operating loss in 2025 as the global market for electric vehicle batteries slumped. The company reported...
Tuesday 3 February 2026
NXP signals modest recovery despite automotive shortfall as shares dip on high market expectations
NXP Semiconductors reported a sequential recovery across most end markets in its fourth-quarter results, yet its core automotive business grew more slowly than anticipated. This performance...
Monday 2 February 2026
Apple boosts high-end iPhone share as Foxconn solidifies assembly lead
Amid a cautious recovery in the consumer electronics market, Apple highlighted the critical role of its iPhone series in driving overall operations in its fiscal first-quarter 2026...
Friday 30 January 2026
AsiaTech Imaging expects strong first-quarter revenue growth following difficult 2025 performance
Asia Optical's subsidiary AsiaTech Imaging forecasts a 20-30% sequential revenue increase in the first quarter of 2026, signaling a recovery from a difficult 2025, President Iris Wu...
Wednesday 28 January 2026
TI outlook points to tentative recovery as cash flow strength offsets profit pressure
Texas Instruments' (TI) latest results and guidance suggest a cautious rebound in demand, particularly in industrial and automotive markets, even as profits remain under pressure....
Wednesday 28 January 2026
TI sees uneven recovery: Industrial rebuilds and data center booms, but consumer electronics fade
Texas Instruments' latest commentary during its Q4 2025 earnings call on January 27, 2026, shows a company increasingly shaped by industrial, automotive, and data center demand, even...
Wednesday 28 January 2026
Taiwan-US tariff resolution to boost machine tool industry, signaling structural recovery and growth
Following the resolution of tariffs between Taiwan and the US, market concerns are expected to ease, leading to clearer procurement signals from end users and fostering optimism that...
Friday 23 January 2026
Intel’s “better than guidance” quarter comes with a catch
Intel's latest financials highlight a fragile turnaround: while AI-linked data center demand and early traction in advanced manufacturing offer strategic promise, weak margins, volatile...
Wednesday 21 January 2026
AI demand boosts Unimicron and Nan Ya PCB profits in December 2025
The IC substrate industry is accelerating its recovery into a new bull cycle, driven by steady growth in AI-related application demand. At the same time, price increases are gradually...
Wednesday 21 January 2026
Excellence Opto expands in Mexico to boost auto electronics

As the global automotive market shows signs of recovery in 2026, Excellence Opto has completed a corporate restructuring and opened a...

Tuesday 20 January 2026
Samsung foundry utilization reportedly nears 60% as losses narrow
Samsung Electronics' foundry business is showing signs of a gradual recovery, with fab utilization expected to average in the low-60% range in the first half of 2026, up from the 50%...
Monday 19 January 2026
Taiwan-US tariff pact sets stage for machinery industry recovery, currency challenge persists
The recent Taiwan-US tariff agreement, establishing a reciprocal 15% tariff rate under the most-favored-nation (MFN) principle without stacking, marks a significant development for...
Monday 19 January 2026
Cost pressures push China LED price hike despite soft markets
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...
Friday 16 January 2026
Biwin Storage profit jumps 427% as memory cycle turns
China's domestic memory module maker Biwin Storage Technology has released the A-share market's first major 2025 profit outlook, signalling a sharp earnings rebound as memory prices...
Friday 16 January 2026
Micro LED, robotics, photonics lift LED industry from price wars
The LED industry has entered its traditional off-season, with tariffs and macroeconomic uncertainty in 2025 prompting end customers to adopt more conservative procurement strategies...