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Sunday 1 March 2026
Chipmakers pivot to new growth areas as memory shortages weigh on smartphones
Nearly all smartphone brands are facing pressure from severe memory supply constraints. Major Chinese smartphone brands have indicated that their procurement volumes this year will...
Saturday 28 February 2026
BOE signals sustained TV panel price gains, speeds up OLED, packaging and perovskite push
China's leading panel maker BOE Technology Group has expressed cautious optimism about the LCD TV panel market in the first half of 2026, announcing accelerated progress on AMOLED...
Friday 27 February 2026
Galaxy S26 splits DRAM 50-50 with Micron as Apple locks in Samsung supply at double price
Samsung Electronics on February 26 unveiled its flagship Galaxy S26 series, but industry attention has quickly shifted to what sits inside: mobile DRAM. According to market sources,...
Friday 27 February 2026
From equipment to talent, Japan moves to anchor India's chip expansion
Japan is planting its flag in India's semiconductor sector — and doing so fast. The market is projected to reach US$110 billion by 2030, and Japanese firms are racing to claim...
Thursday 26 February 2026
Macronix January profit surges 195%; OSE, Walton earnings rise
Despite persistent noise in the memory market, leading memory chipmaker Macronix reported a sharp surge in profitability in January 2026. The company posted preliminary pre-tax net...
Thursday 26 February 2026
The 'AI general' emerges: OpenAI report details China's automated operations in Japan-Taiwan corridor
A new era of automated geopolitical warfare has arrived in East Asia. In its recently published "Disrupting Malicious Uses of AI" report, OpenAI reveals that Chinese state-sponsored...
Thursday 26 February 2026
Nvidia constrained in China as local AI players strengthen market position
Nvidia's ability to sell high-performance AI chips in China has been sharply limited by US export licensing rules, which have restricted shipments of its H20 and H200 products. The...
Thursday 26 February 2026
Chinese automakers surge in Europe as plug-in hybrids outpace diesel
Europe's auto market stumbled at the start of 2026. Overall vehicle sales fell 3.9% in January from a year earlier, as most major manufacturers reported declines and consumer demand...
Thursday 26 February 2026
YMTC's ZhiTai brand rolls out SSD lineup in Taiwan amid tight memory supply

At a time when the global memory market is marked by tight supply and surging prices, ZhiTai, the consumer brand under China's YMTC, has...

Thursday 26 February 2026
Fiberglass shortage persists in 2026, Unimicron increases substrate price
As demand for high-speed transmission in AI advanced packaging surges, IC substrate major Unimicron Technology said that high-end ABF substrates required for AI applications are strongly...
Thursday 26 February 2026
TSMC crosses US$2 trillion mark, undeterred by geopolitical and AI risks
On February 24, 2026, Taiwan Semiconductor Manufacturing Company (TSMC) crossed the US$2 trillion market capitalization mark, becoming the eighth company in US stock market history...
Thursday 26 February 2026
Japan's EV market faces a reckoning as Mazda embraces NACS
As the global EV industry consolidates around a handful of charging standards, Mazda has made its choice.
Thursday 26 February 2026
DeepSeek shuts out Nvidia, AMD in V4 move tied to US chip tensions
DeepSeek, the Chinese AI lab that unsettled global markets with its low-cost models last year, has withheld early access to its upcoming V4 flagship from US chipmakers, breaking with...
Thursday 26 February 2026
Gogoro's Vietnam push could reshape regional electric scooter market and supply chains
Scooters remain a vital mode of daily transport in Vietnam, and buoyed by policy support and demographic trends, the country is becoming a central battleground for the global electric...
Thursday 26 February 2026
Hotai Motor shifts to ecosystem strategies with AI data platform, aftermarket expansion in 2026
Taiwan's car market showed strong resilience in 2025 against headwinds ranging from inventory adjustments, interest rate fluctuations, and geopolitical uncertainties, with total sales...