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Saturday 10 January 2026

Sporton passes first Wi-Fi 8 test and receives FCC approval

Sporton International announced that it has completed the world's first Wi-Fi 8-core chip testing project to obtain certification from the US Federal Communications Commission (FCC). The project supported MediaTek's Filogic 8000 series chips that it showcased at CES, making Sporton one of the earliest testing laboratories globally to enable Wi-Fi 8 products to pass FCC approval.

Friday 9 January 2026

Largan braces for 1Q26 seasonal dip as capacity utilization loosens

Largan Precision, a leading optical lens manufacturer, held its earnings call on January 8 to announce its fourth-quarter 2025 and full-year 2025 financial results. Benefiting from new product pull-ins by customers, the company posted consolidated full-year 2025 revenue of NT$61.15 billion (US$1.94 billion), up 3% year over year and surpassing the previous record of NT$60.75 billion set in 2019. However, gross margin in the fourth quarter of 2025 unexpectedly fell below 50%, slipping to 47.8%.

Friday 9 January 2026

Largan faces challenges as memory price impacts spread

Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices are squeezing smartphone bills of materials (BOM), making customers more hesitant to pursue lens specification upgrades. Visibility for the full year of 2026 remains unclear, with only the first quarter confirmed to be affected by the traditional off-season, during which capacity utilization will be lower than in previous years.

Thursday 8 January 2026

Win Semiconductors sees 29.37% revenue boost in 4Q25, driven by US smartphone shipments

Win Semiconductors, the world's leading gallium arsenide (GaAs) wafer foundry, reported consolidated revenue of NT$1.61 billion (US$51.31 million) for December 2025, down slightly by 0.38% from the previous month but up 31.26% year over year. Consolidated revenue for the fourth quarter of 2025 reached NT$4.79 billion, marking a 6.83% sequential increase and a 29.37% rise compared to the same quarter last year. However, full-year 2025 consolidated revenue totaled NT$16.64 billion, reflecting a 4.69% decline compared with full-year 2024.

Thursday 8 January 2026

TDK targets AI smartphones and foldables, plans to launch next-gen silicon anode battery

Japanese electronic components manufacturer TDK Electronics announced that it plans to update its industry-leading silicon anode battery technology later in 2026, coinciding with Apple and other electronics makers launching new devices for the end of year shopping season. TDK has made significant progress in increasing battery capacity while maintaining slim device profiles, and its technology is currently mainly adopted by Chinese smartphone makers.

Tuesday 6 January 2026

Largan posts 3% revenue growth in 2025, aims to improve variable aperture yield in 2026

Largan Precision, a leading supplier of smartphone camera lenses, reported an unaudited consolidated revenue of NT$5.62 billion (US$178.41 million) for December 2025, marking a 6% increase from the previous month and remaining flat compared with December 2024.

Monday 5 January 2026

iPhone 17 sales surge lifts Apple past 20% share in China

Apple's iPhone 17 series has driven a notable recovery in China, pushing the company's market share back above 20% and lifting monthly shipments beyond 6 million units in November 2025, according to industry estimates. The rebound marks Apple's strongest performance in the market in recent years after a period of declining share amid intense competition from domestic smartphone brands.

Friday 2 January 2026

Galaxy S26 mirror predecessor specs, sparking Samsung's cost-cutting strategy debate

Samsung Electronics' 2026 spring flagship smartphones, the Galaxy S26/S26 Plus, are rumored to feature specifications similar to those of the previous generation. Analysts have revealed that this is related to the management style of TM Roh, head of Samsung's Mobile eXperience (MX) business, who has emphasized cost reduction. However, this strategy has not been received well by consumers.

Friday 2 January 2026

Samsung's Exynos chip faces challenges returning to Galaxy flagship, focuses on expanding applications

Samsung Electronics' Exynos 2600 chip platform is confirmed to be used in the upcoming Galaxy S series flagship phones, but it still faces significant challenges. Recent market reports indicate that the production yield of the Exynos 2600 remains below optimal levels, which will inevitably impact shipment volumes.

Wednesday 31 December 2025

Limited 2026 sports boost seen for panel shipments; foldable displays gain traction

Despite support from major international sports events, the global display panel industry faces a cautious outlook in 2026, with shipment growth no longer assured. Market uncertainty among brand owners, coupled with rising upstream material costs, is eroding confidence and creating a subdued mood across the supply chain.

Wednesday 31 December 2025

Taiwanese network IC designs to benefit from rising telecom restocking in 2026

Market inventory destocking in the networking supply chain is nearing its end, with telecom operators significantly increasing restocking for network infrastructure since the second half of 2025. This positive trend is expected to continue into the first half of 2026, offering growth opportunities to Taiwanese network integrated circuit (IC) design firms such as Realtek, MediaTek, Airoha, and RichWave, according to multiple sources in the supply chain.

Wednesday 31 December 2025

Samsung modernizes 30-year-old Austin fab to serve Apple, high-end chip demand

Samsung Electronics is reportedly beginning upgrades to the core gas infrastructure at its semiconductor fab in Austin, Texas. Industry observers view the move as the start of a broader modernization overhaul, signaling Samsung's intention to position the Austin facility as a long-term strategic hub capable of handling high-value-added manufacturing processes.

Monday 29 December 2025

Smartphone market 2026: Can AI, smart glasses, and foldables revive demand?

Tariffs, inflation, and geopolitical risk continue to cloud the global economy, while the smartphone industry faces fresh pressure from higher upstream material costs and component shortages. As 2026 approaches, several structural issues are set to define the market's direction.

Monday 29 December 2025

Microip's self-developed NFC chip hits 99% first-pass yield, targets AIoT security

ASIC design service and artificial intelligence (AI) software solution provider Microip announced on December 26, 2025, that its first self-developed near-field communication (NFC) transceiver IC has completed chip testing and verification, achieving a first-time right (FTR) initial test yield of as high as 99%.

Wednesday 24 December 2025

Taiwan's November export orders up nearly 40%, driven by US AI demand

Taiwan's Ministry of Economic Affairs (MOEA) announced on December 23, 2025, that export orders from the US reached US$28.45 billion in November 2025, up 12.5% sequentially and 56.1% year-over-year. Orders for information and communications products, focused on artificial intelligence (AI) servers, rose by US$6.43 billion, marking a sharp year-over-year increase of 117.7%.

Wednesday 24 December 2025

US ban on DJI sparks Taiwan drone investment in America

The Federal Communications Commission (FCC) will block the sale of foreign-made drones in the US, a decision believed to target Chinese market leader DJI and could prompt Taiwanese suppliers to accelerate investment in US manufacturing.

Tuesday 23 December 2025

With memory price hikes diluting end-of-year smartphone demand, AMOLED panel prices also drop

Despite approaching the end of the year and the promotional peak season coming to an end, overall utilization rates in the smartphone panel market have remained relatively high. Additionally, differences in market conditions and structures among panel technologies have led to mixed price movements.

Monday 22 December 2025

Zinwell reports triple-digit revenue surge driven by 1.8GHz upgrade

Taiwan-based networking solutions provider Zinwell Corp reported a dramatic revenue rebound, with September 2025 sales soaring 216.6% year-over-year and accelerating to 319.8% in October. The company credited the surge to successful product validations and a shift toward mass production for major international clients.

Friday 19 December 2025

South Korea's Uniqconn partners with TSMC to mass-produce 60GHz communication chip

A South Korean logic IC startup is moving closer to cable-free device design with the development of a 60GHz millimeter-wave communication chip designed to replace short-range wired connections in consumer and industrial electronics.

Wednesday 17 December 2025

Memory shortages threaten to cut panel demand in 2026

Based on estimates from third-party market research firms, small- and medium-sized panel maker HannStar Display stated that the 2026 panel market is expected to be relatively stable, with annual growth of around 2–3% and no major fluctuations. However, recent sharp increases in memory prices and tight supply have crowded out resources across the broader electronics industry, which could further affect panel demand, especially in notebooks and smartphones.

Tuesday 16 December 2025

Luxshare steps up diversification drive as Apple reliance shows signs of easing

Luxshare Precision Industry is accelerating efforts to diversify its business mix as it seeks to reduce its heavy reliance on Apple-linked consumer electronics, even as that segment remains the company's largest revenue contributor. Financial data show consumer electronics accounted for 79% of Luxshare's revenue in the first half of 2025, down from a peak of 88% in 2020 and 85% in 2023, signaling a gradual but deliberate rebalancing.

Tuesday 16 December 2025

Apple braces for DRAM cost surge as Korean suppliers reprice contracts

Apple is facing renewed cost pressure as its long-term DRAM supply contracts with South Korean memory makers approach expiry in January 2026, heightening concerns that higher component costs could spill over into its next generation of devices.

Wednesday 10 December 2025

Planet Technology maintains margins despite rising memory costs

Planet Technology reported solid profitability through the first three quarters of 2025, maintaining a gross margin above 46% despite currency pressure. Chairman Jack Chen said recent memory price increases are expected to have little impact on the company because memory accounts for a small portion of its overall cost structure.

Tuesday 9 December 2025

Apple demand spurs Jahwa's move to expand actuator production

Apple supplier Jahwa Electronics plans to expand its actuator factory in Gumi, South Korea, to meet rising demand for high-end folded-zoom actuators from Apple and other customers.

Thursday 4 December 2025

Samsung teases Exynos 2600 as Galaxy S26 faces backlash from chip split

Samsung, on December 3, confirmed its next-generation Exynos 2600 mobile processor in an official teaser video, signaling a renewed commitment to in-house silicon for the upcoming Galaxy S26 smartphone lineup despite lingering consumer frustration over performance disparities in international markets.

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