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    China chip execs shakeup:Cambricon ex-CTO raises claim to CNY27.832 billion
    Oct 1, 19:53
    Prospects of Chinese automakers building US plants, offers potential supply chain opportunities
    Oct 1, 19:53
    China's AI chip-server champions unite under one chair after scrapped merger
    Oct 1, 19:52
    Micron expands global fabs and calls on Taiwanese suppliers to go overseas
    Oct 1, 19:52
    U.S.-China truce extension lifts 4Q freight rates and tightens capacity
    Oct 1, 19:52
    NEWS TAGGED SHIPMENTS
    Friday 2 October 2026
    Huawei leads global smartwatch market, but earbuds reveal different competitive picture
    Huawei has regained momentum across its consumer device business, but its position in the global wearables market is becoming increasingly uneven: the Chinese technology giant has...
    Thursday 1 October 2026
    China's share of global solar module demand falls below 40% as Europe, India gain ground
    The global solar module market is undergoing a significant geographic shift in 2026. China remains the world's largest source of module demand, but its share of global shipments is...
    Thursday 1 October 2026
    Micron sees no end to the memory shortage, even after new fabs open in 2028
    Micron told investors on September 30 that it cannot say when memory supply will catch up with demand. It expects the shortage to get worse over the next two years, even though additional...
    Thursday 1 October 2026
    China's humanoid robot lead widens, with domestic vendors supplying over 95% of global shipments
    China's humanoid robot market continued to expand rapidly in the first half of 2026, with shipments exceeding 19,000 units and accounting for about 77.9% of the global total. Chinese...
    Thursday 1 October 2026
    AWS Trainium 3 shipments stall as supply chain sees turnaround
    AWS's latest Trainium 3 shipments appear to be running behind expectations, but the strain reflects broader pressures that global readers will recognize across the AI hardware supply...
    Thursday 1 October 2026
    Micron's record quarter rests on pricing power as customers lock in 2027 supply
    Micron Technology's fiscal fourth quarter showed a memory maker whose growth now comes mainly from price rather than volume, with customers committing cash years in advance to secure...
    Thursday 1 October 2026
    ASIC shipments top GPUs in 2027 as ABF substrate bottlenecks shift
    The high-end cloud AI accelerator market will see a structural shift in 2027, with total ASIC shipments surpassing GPU shipments for the first time, driven by rising output from Google,...
    Wednesday 30 September 2026
    Neocloud lifts OEM buying as ODM-direct share slips below 80% in 2026
    Taiwan-based server original design manufacturers (ODMs) have long been key partners for cloud service providers (CSPs) through the ODM-direct model, but the model's share is declining...
    Tuesday 29 September 2026
    Chips make up nearly half of South Korea's September exports; China, Hong Kong account for 52% of them
    Semiconductors made up nearly half of South Korea's exports in the first 20 days of September, while China and Hong Kong combined accounted for more than half of the country's chip...
    Monday 28 September 2026
    South Korea's HBM-linked exports surge as Taiwan, Malaysia emerge as high-value destinations

    South Korea's exports of the customs category that carries high-bandwidth memory (HBM) are no longer a two-destination story. Unit-value...

    Thursday 24 September 2026
    Eternal Materials eyes 2H26 peak season as precision equipment, advanced packaging shipments rise
    Eternal Materials reported unaudited earnings before taxes (EBT) of NT$269 million (approx. US$8.47 million) in August 2026, up 28.05% from August 2025, with pre-tax earnings per share...
    Thursday 24 September 2026
    Supermicro begins shipping Nvidia Vera Rubin NVL72 AI racks
    Supermicro has begun shipping Nvidia's next-generation Vera Rubin NVL72 systems, moving the rack-scale platform from product demonstrations into customer deployments as AI infrastructure...
    Thursday 24 September 2026
    OUCC sees semiconductor chemical shipments ramping up in 2027
    Oriental Union Chemical Corporation (OUCC) expects shipments of semiconductor chemicals to ramp up in 2027 as more products complete customer qualification, with the Taiwan-based chemical...
    Thursday 24 September 2026
    ASRock Industrial's game-streaming win signals longer revenue tail, but supply risks remain

    ASRock Industrial has secured a large North American game-streaming services project that could extend well into 2027, according to...

    Wednesday 23 September 2026
    Automotive display growth shifts to HUDs, passenger screens

    The global automotive display market is entering a new phase of growth, with demand shifting away from central consoles and instrument...

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    BIZ FOCUS
    Oct 1, 08:00
    Speed 3D Showcases On-Device AI Generation with Snapdragon X2 Elite
    Thursday 1 October 2026
    From Excel to Editable Presentations: AI Streamlines Financial Reporting
    Wednesday 30 September 2026
    Hackathon Team Optimizes Urban Evacuation Decision-Making
    Wednesday 30 September 2026
    AI Memory & Storage: The 5th GMIF2026 Innovation Summit Concludes
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