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Tuesday 28 July 2026
SK Hynix enters LPDDR6 production race with Xiaomi first in line
SK Hynix reportedly plans to begin mass production and shipments of LPDDR6 in the second half of 2026, with Xiaomi expected to become its first customer for mobile devices. Industry...
Tuesday 28 July 2026
Samsung eyes Chinese DRAM sourcing to cut costs, expand budget-phone share in China
Samsung Electronics is evaluating the use of lower-cost Chinese DRAM in some smartphones as it seeks to offset rising component costs and regain momentum in China's highly competitive...
Tuesday 28 July 2026
China display giant BOE rejects low-price race, turns to innovation to lift panel value
BOE, the world's largest display-panel maker and one of China's leading technology companies, is moving away from low-price competition and plans to raise the value of Chinese display...
Tuesday 28 July 2026
Young Optics sees revenue growth, but margin pressure underscores transition to higher-value products
Young Optics said second-quarter revenue rose sequentially, but gross margin narrowed as newer products stayed in early production and the product mix shifted. The company expects...
Monday 27 July 2026
CATL profit climbs 42%, but storage price pressure tests its global lead

CATL reported a 42% rise in first-half 2026 net profit as electric-vehicle and energy-storage battery shipments surged, although weaker...

Monday 27 July 2026
Rebellions readies Rebel100 shipments as AI inference demand grows
South Korean AI chip designer Rebellions plans to begin shipping its next-generation Rebel100 accelerator in the second half of 2026, betting that wider use of AI agents and commercial...
Sunday 26 July 2026
Optical PD volume production lifts WIN Semiconductors' Q2 revenue 39% YoY
WIN Semiconductors, a gallium arsenide (GaAs) foundry, reported consolidated revenue of NT$5.26 billion (US$178 million) for the second quarter of 2026, up 14.5% sequentially and 39%...
Friday 24 July 2026
China's AI chip share tops 50%, but Nvidia still rules frontier training

China's AI infrastructure build-out is rapidly lifting demand for domestic accelerators, giving Huawei, Alibaba's T-Head Semiconductor,...

Friday 24 July 2026
AI memory crunch hits smartphones and PCs, splitting winners from losers

AI-driven memory demand is raising smartphone and PC costs, weakening mass-market sales and widening the gap between premium brands and...

Friday 24 July 2026
Ubiqconn lifts first-quarter revenue and expands North America and AI plans
Ubiqconn Technology, a Taiwan-based industrial computer manufacturer, said on July 21 that its consolidated revenue rose to NT$548 million in the first quarter of 2026, up 61% from...
Thursday 23 July 2026
Transsion raises phone prices to offset memory-chip inflation and weaker shipments

Transsion Holdings, Africa's largest smartphone vendor, expects revenue and profit to rise sharply in the first half of 2026 after higher...

Wednesday 22 July 2026
LG Display returns to 1H profit for first time since 2021, but component-cost inflation clouds 2H

LG Display said its core business turned profitable in the first half of fiscal 2026 for the first time in five years, even as a large...

Wednesday 22 July 2026
LG Display posts narrower second quarter operating loss, swings to first-half operating profit
LG Display reported a second-quarter operating loss of KRW107.7 billion (approx. US$72.77 million) on revenue of KRW5.61 trillion, according to an interim, unaudited disclosure the...
Wednesday 22 July 2026
Memory price surge may soften 2026 smartphone shipment declines

Rising memory prices and higher costs for other key upstream components are forcing smartphone brands to reduce mid- and low-end models...

Wednesday 22 July 2026
China smartphone shipments fall 3% in first half as Huawei regains No. 1
China smartphone shipments fell about 3% in the first half of 2026, even as major vendors accelerated new product launches and pushed harder into mid- to high-end models to protect...