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Friday 31 July 2026

China smartphone market and industry, 2Q 2026

China smartphone market and industry, 2Q 2026: 2H26 shipments to drop by over 30% YoY

Friday 31 July 2026

Apple beats quarterly estimates, but softer outlook and supply constraints temper optimism

Apple reported stronger-than-expected fiscal third-quarter results, driven by robust iPhone and Mac demand, but warned that supply constraints and rising memory costs would weigh on...

Friday 31 July 2026

Analysis: Samsung's HBM4 base die is the foundry weapon TSMC and Intel can't copy

The most revealing thing about Samsung Electronics' foundry commentary on its second quarter of 2026 earnings call was not any single...

Friday 31 July 2026

German joint ventures in China fall below 50% utilization as imports weaken

German auto joint ventures in China slipped below 50% capacity utilization in 2025 as weaker imported-car demand and the rapid rise of local brands reshaped the market. Mobility Global...

Friday 31 July 2026

UMC raises capex to US$2B, eyes AI SiPh

UMC said on July 29 that it will raise 2026 capex from US$1.5 billion to US$2 billion, while unveiling expansion plans in Singapore and a new fab in STSP. The foundry also disclosed...

Friday 31 July 2026

Qualcomm, MediaTek set Sept flagship SoC showdown

Qualcomm and MediaTek are preparing to unveil their latest 2nm flagship smartphone system-on-chip (SoC) platforms in September 2026, with both brands expected to launch standard and...

Friday 31 July 2026

Roborock sees AI and niche features driving robot vacuum growth

Roborock said the robot vacuum market still had room to expand as competition intensified across China, Europe, the US and Southeast Asia. The company outlined two main growth paths...

Thursday 30 July 2026

China's DUV shock: the secretive Aishengna rattles ASML with US$1B state backing

China's immersion DUV lithography programme has brought a little-known state-backed company into focus. Shanghai Aishengna Electronic...

Thursday 30 July 2026

China's 28nm DUV lithography enters fab validation, reportedly guided by State Council-level experts

China's 28nm DUV lithography programme has entered a new phase after Shanghai Aishengna Electronic Technology delivered its first five immersion deep ultraviolet lithography system...

Thursday 30 July 2026

Advantest lifts fiscal 2026 forecast as AI chip test demand surges

Advantest raised its outlook for the fiscal year ending March 2027 after demand for chip-test equipment tied to AI data centers strengthened,...

Thursday 30 July 2026

China rejects 'overcapacity' claims in new policy paper, defends industrial strategy

China's Ministry of Commerce (MOFCOM) has released a policy paper rejecting allegations that the country's manufacturing sector suffers from "overcapacity," arguing that the concept...

Thursday 30 July 2026

Qualcomm completes Modular acquisition to expand AI software platform

Qualcomm has completed its acquisition of Modular, strengthening its push into AI software that can run across devices, data centers, and edge systems worldwide. The deal could broaden...

Thursday 30 July 2026

Samsung memory sales up 471% in 2Q26; foundry targets double-digit second-half growth

Samsung Electronics' Device Solutions (DS) division posted the most profitable quarter in its history in 2Q26, generating operating...

Thursday 30 July 2026

US FCC curbs Chinese inverters and robots, accelerating global shift in connected device security

As power grids, renewable energy systems, and artificial intelligence data centers expand, a new US restriction on Chinese-made inverters and robots could affect suppliers, utilities,...

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...

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