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Wednesday 4 November 2026
Solidigm IPO cancellation puts SK Hynix's Kioxia stake in focus
SK Hynix's decision to halt evaluation of a Solidigm pre-IPO and IPO has renewed questions over how it will finance a planned NAND flash plant in the US. Selling remaining assets linked...
Wednesday 4 November 2026
GigaDevice sees tight niche DRAM supply, slower price gains
AI demand continues to heat up while major global memory makers shift capacity toward higher-value products, keeping niche memory supplies tight in the near term. China-based IC design...
Wednesday 4 November 2026
Decoy processors carry Korean HBM past US export controls into China
A loophole in US export controls reportedly lets high-bandwidth memory (HBM) made by Samsung Electronics and SK Hynix reach China's AI chip industry. The loophole shows how much Huawei's...
Wednesday 4 November 2026
Apple China revenue hits record as memory costs test growth
Apple's Greater China revenue rose 21% year-over-year to a record US$17.5 billion in the fourth quarter of fiscal 2026, ended September, while full-year revenue increased 28%, driven...
Wednesday 4 November 2026
Rising LEO satellite share cushions Syncmold, PC market misses peak season
Taiwan's Syncmold Enterprise grew its third-quarter 2026 revenue even as global PC shipments slumped 20.1%, with its expanding low Earth orbit (LEO) satellite business offering key...
Wednesday 4 November 2026
Samsung leads Africa smartphone market with installment plans
Samsung Electronics defied a 16.6% year-over-year decline in Africa's overall smartphone sales in the second quarter of 2026, posting 34.8% growth and claiming the continent's smartphone...
Wednesday 4 November 2026
iPhone Duo opens new growth path as AI, services, costs test Ternus
Apple's first foldable iPhone, the iPhone Duo, could reignite upgrade demand in the mature iPhone market, but supply constraints and reported display-quality issues highlight the challenge...
Wednesday 4 November 2026
Huawei's Hubble builds AI optics supply chain through minority stakes in 22 companies
AI data centers are increasing demand for high-speed optical communications, making optoelectronics supply chains increasingly strategic. Marvell's announced acquisition of Lumentum...
Wednesday 4 November 2026
DeepSeek V5 reportedly targets Huawei Ascend 950 training in 2027, a crucial test for a Chinese alternative to Nvidia
DeepSeek plans to use Huawei's Ascend 950 chips as the core training hardware for its next-generation V5 model, potentially extending the companies' partnership from inference to full...
Wednesday 4 November 2026
Nexperia takes Wingtech to court over alleged rival chip supply chain in China
Dutch chipmaker Nexperia is seeking US$2 billion in damages from its Chinese owner Wingtech and three other defendants, alleging they established a competing supply chain in China...
Wednesday 4 November 2026
AMD plans for a weaker PC market in 2027 as embedded growth gains momentum
AMD is preparing for another difficult year in PCs even as demand for its data center products exceeds available supply. The company's earnings call exposed the widening gap between...
Wednesday 4 November 2026
Bosch creates semiconductor division to expand in robotics, external chipmaking
Bosch plans to create a dedicated semiconductor division as it seeks more business in robotics, AI infrastructure, and manufacturing for external customers, extending a chip strategy...
Wednesday 4 November 2026
Powerchip stake dispute puts Tatung, Yageo takeover battles in focus
Since Powerchip founder Frank Huang passed away on July 31, 2026, changes to the ownership and management control of Powerchip Holding have remained a market focus. A dispute has now...
Wednesday 4 November 2026
Team Group expands capacity 50% for AI and industrial control as memory shortage peaks through 2Q27
Taiwanese memory module maker Team Group is gearing up for a major expansion. Chairman Dann-Ning Hsia stated that 2026 has been a pivotal year of strong financial performance and strategic...
Tuesday 3 November 2026
Car Quality Automotive targets Southeast Asia expansion, 3Q27 TPEx listing
Taiwanese automotive aftermarket retailer Car Quality Automotive is launching a major franchise expansion. Chairman Feng-Min Cho announced that the company began rolling out franchised...