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    US seen tolerating high memory prices to preserve AI edge over China
    Jul 29, 17:06
    Analysis: How AMD and Anthropic plans to build an AI factory not dependant on CUDA
    Jul 29, 17:03
    HBM4 drives demand for dedicated test equipment, opening door for South Korean suppliers
    Jul 29, 17:03
    BOE reportedly to supply Hyundai Motor’s first QD Mini LED center display
    Jul 29, 17:03
    FCC blocks new Chinese inverters and robots from the US market
    Jul 29, 17:03
    NEWS TAGGED SHIPMENTS
    Thursday 30 July 2026
    Samsung says rising memory costs will lift Taiwan smartphone market value more than 8% in 2026
    Rising prices for memory and other key components are weighing on smartphone demand in Taiwan, but the overall market value is still expected to grow in 2026, according to Samsung...
    Thursday 30 July 2026
    As Samsung, BOE expand 8.6G OLED capacity, can LGD keep its edge in the IT OLED market?
    LG Display (LGD) has swung back to profitability in the first half of 2026, as the shift from LCD to OLED displays in smartphones, tablets, and notebooks drives the company into a...
    Thursday 30 July 2026
    Japan and South Korea MLCC makers signal further price hikes amid AI demand

    Japan and South Korea's MLCC suppliers are again raising prices, signaling tighter supply conditions that could affect electronics...

    Thursday 30 July 2026
    AI demand squeezes memory supply, pressuring PC and TV markets
    At an earnings call on July 28, 2026, Coretronics president Sarah Lin said strong demand from the AI industry is creating a clear crowding-out effect on the projector supply chain,...
    Thursday 30 July 2026
    Taiwan smartphone shipments fell below 400,000 in June as seasonal slowdown hits
    Taiwan's smartphone market slipped into its usual June sales lull, pushing monthly shipments back below 400,000 units. A handset distribution source said total shipments reached 395,000...
    Thursday 30 July 2026
    CyberLink posts lower 2Q revenue as PC demand and SEO traffic weaken

    CyberLink said revenue fell in the second quarter and the first half of 2026 as higher memory prices hurt PC shipments and weaker search...

    Wednesday 29 July 2026
    Coretronic reports first-half loss as margins weaken and demand stays uneven
    Coretronic said its first-half 2026 performance turned negative as margin pressure and weaker profitability offset a second-quarter revenue recovery. The Taiwanese electronics maker...
    Wednesday 29 July 2026
    SK Hynix prepares for prolonged memory tightness as AI infrastructure expands

    SK Hynix reported record second-quarter revenue, underscoring the firm's strong demand for AI-related memory despite supply constraints...

    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%...
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    BIZ FOCUS
    Jun 1, 08:00
    LITEON Showcases AI at COMPUTEX Panel Featuring NVIDIA, Infineon, GIGABYTE
    Friday 29 May 2026
    Datotek Introduces AI PSSD Sustainable Storage Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    AGI Debuts DDR5 R-DIMM and Smart Industrial Solutions at COMPUTEX 2026
    Thursday 28 May 2026
    Retronix Launches Sparrow Hawk Edge AI Computing Platform Worldwide
    AI Summit Seoul