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Tuesday 14 July 2026
Nvidia cuts list of approved Asian chip buyers by more than half to prevent diversion to China

Nvidia has removed more than half of the Asian customers it previously authorized to buy its advanced chips, after creating a new internal...

Tuesday 14 July 2026
China rare-earth price dip ends seven-quarter rally, tight supply keeps magnets in focus

China's largest rare-earth suppliers have cut their third-quarter 2026 concentrate transfer price for the first time in eight quarters,...

Tuesday 14 July 2026
Huaqin expects first-half net profit to jump over 50%, but core earnings growth stays modest
Chinese contract-manufacturing giant Huaqin Technology expects its net profit for the first half of 2026 to rise between 53.5% and 61.5% year-over-year, to a range of CNY2.9 billion...
Tuesday 14 July 2026
Ingenic's first-half profit set to jump more than 400% as memory super-cycle lifts chip prices
Chinese chip designer Ingenic Semiconductor expects its net profit for the first half of 2026 to surge between 431% and 531% year-over-year, to a range of CNY1.079 billion (approx...
Tuesday 14 July 2026
Six-inch SiC substrate price rebounds as supply tightens

Six-inch silicon carbide (SiC) substrates, a third-generation semiconductor product that has faced oversupply and falling prices for...

Tuesday 14 July 2026
Global smartphone shipments fall to the lowest 2Q level since 2013 amid memory shortage

According to Counterpoint's latest market tracker, global smartphone shipments fell sharply in the second quarter of 2026, underscoring...

Tuesday 14 July 2026
Huatian Technology guides first-half 2026 net profit up 231-275%, lifted by IC demand and investment gains
China's semiconductor packaging and testing firm Tianshui Huatian Technology said on July 14 it expects first-half 2026 net profit attributable to shareholders of CNY750 million (approx...
Tuesday 14 July 2026
Apple supplier Lingyi iTech bets big on AI with US$590M bid for assets of bankrupt fiber maker Futong

Apple supplier Lingyi iTech is seeking to expand further into AI infrastructure, announcing plans to invest up to CNY4 billion (US$589.9...

Tuesday 14 July 2026
AI demand pushes global ABF substrate market into shortage, with pressure seen through 2028

The AI boom is tightening an important but often overlooked part of the chip supply chain, with global readers likely to feel the effects...

Tuesday 14 July 2026
Commentary: Huawei builds NPO alliance to shape CPO-era optical interconnect standards

The AI race is expanding from computing power to data transmission, making optical interconnects a critical battleground for next-generation...

Tuesday 14 July 2026
Chinese AI glasses startups gain momentum, raising pressure on Taiwan's supply chain

The smart glasses market is developing rapidly, with brands adopting a more pragmatic approach to product design while placing greater emphasis...

Tuesday 14 July 2026
GigaDevice director maps memory's next three years: capacity, AI demand, and the race for new applications

AI computing demand continues to fuel growth in the global memory market, but the industry's attention is shifting beyond short-term price...

Tuesday 14 July 2026
Innolux 1H26 revenue hits 5-year high on auto, advanced packaging
Taiwanese panel manufacturer Innolux reported unaudited consolidated revenue of NT$21.7 billion (approx. US$675.4 million) for June 2026, up 5.1% from the previous month and 17.25%...
Tuesday 14 July 2026
Taiwan childcare subsidies face skepticism as survey shows limited birthrate impact
Taiwan's latest population policy push faced immediate skepticism despite a broad childcare package unveiled on May 27, while an Academia Sinica survey found only 12% of respondents...
Tuesday 14 July 2026
Lite-On commits US$919 million to new Texas manufacturing base
Lite-On Technology has finalized plans to build a new manufacturing base in McKinney, Texas, in a US$919 million investment that is expected to create more than 600 jobs. The project...