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Monday 7 September 2026
Smartphone lens shipments lift Genius Electronic Optical revenue 12% in August
Optical lens maker Genius Electronic Optical (GSEO) reported consolidated revenue of NT$2.72 billion (≈ US$86 million) for August 2026, up 12.26% from NT$2.42 billion in July...
Monday 7 September 2026
Xiaomi warns of more India price hikes as AI squeezes the phone from both sides
The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone...
Monday 7 September 2026
SK Hynix 1c DRAM production share to reach 34% by year-end ahead of HBM4E
SK Hynix is accelerating its shift to sixth-generation 10nm-class 1c DRAM, with the process expected to account for roughly 34% of its DRAM production by the fourth quarter as the...
Sunday 6 September 2026
Taiwan chip equipment maker Scientech sees orders into 2028, may turn away customers in 2027
AI and high-performance computing (HPC) demand is extending order visibility for Taiwanese semiconductor equipment supplier Scientech into 2028, while capacity constraints may force...
Friday 4 September 2026
K&S targets CPO, CoPoS growth with expanded TCB advanced packaging roadmap
Singapore-based semiconductor packaging equipment maker Kulicke and Soffa (K&S) said AI demand is spreading into adjacent applications, lifting 2026 orders for wire bonding equipment...
Friday 4 September 2026
LB Semicon starts Qualcomm shipments as DDI dependence fades
South Korean OSAT player LB Semicon has begun shipments to Qualcomm Inc., marking a key step in its effort to move beyond a business structure long centered on display driver ICs (DDI)...
Friday 4 September 2026
India PC shipments rise as channel buying lifts second quarter sales
India's PC market grew steadily in the second quarter of 2026, but the gain appears to reflect stocking by retailers, businesses, and distributors as much as end-user demand. The trend...
Thursday 3 September 2026
Huawei, Xiaomi to launch new foldable smartphones ahead of Apple
Samsung Electronics launched its new Galaxy Z series foldable smartphones, including its first wide-folding model, kicking off this year's foldable smartphone battle. With attention...
Thursday 3 September 2026
China optical module makers ride AI boom as 800G, 1.6T orders stretch into 2027
AI infrastructure expansion is accelerating demand for 800G and 1.6T optical modules, lifting first-half 2026 results across major Chinese suppliers and extending order visibility...
Thursday 3 September 2026
PlayNitride sees 3.2T AI links opening a new front for Micro LED, but auto weakness weighs on 2H26
Micro LED is moving beyond displays into AI optical communications, with PlayNitride targeting commercial deployment within two years if industry standards and supply-chain integration...
Thursday 3 September 2026
Global smartphone outlook cut again as foldables shine
Global smartphone shipments are facing renewed downside pressure in 2026 as memory prices rise, handset makers pass on higher costs, and brands trim low-end models to protect margins...
Wednesday 2 September 2026
Wonderful Hi-Tech expands Thailand, Vietnam capacity to capture emerging space data center, physical AI demand
Cable manufacturer Wonderful Hi-Tech announced its financial results for the second quarter and first half of 2026 during an earnings call held on September 1. A ramp-up in high-speed...
Wednesday 2 September 2026
Global smartphone industry, 2Q 2026

Introduction

Wednesday 2 September 2026
SDC to expand foldable iPhone OLED mass production in September
Samsung Display (SDC) is expected to formally expand mass production of OLED panels for Apple's foldable iPhone starting in September 2026. Although the ramp-up for the foldable iPhone...
Wednesday 2 September 2026
Chinese foundry Hua Hong Grace adds 55,000-wpm Wuxi capacity in US$4.17 billion Phase III buildout
Chinese foundry Hua Hong Grace Semiconductor (HHGrace) is preparing another major expansion of its 12-inch wafer capacity, reinforcing its specialty-process footprint after a sharp...