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Thursday 10 September 2026

Samsung pushes into display-equipped smart glasses as Meta leads market

Samsung Electronics has begun developing its first smart glasses with an in-lens display, asking Samsung Display in August to develop a microdisplay that meets requirements for form factor, display area, color and price, according to industry sources cited by TheElec.

Thursday 10 September 2026

India's fraud office seeks a Xiaomi probe as the market it once led shrinks around it

A recommended corporate-fraud investigation would reach Xiaomi at the weakest point its India business has known. India's Serious Fraud Investigation Office (SFIO) has proposed a detailed probe into alleged irregularities in the company's business model and its compliance with foreign investment law, according to a government memorandum drafted in May and reported by Reuters on September 9.

Thursday 10 September 2026

AI semiconductor equipment boom redraws Taiwan IPC market: Edge AI, advanced packaging lift high-end demand

AI and high-performance computing (HPC) demand is sustaining strong investment in advanced semiconductor processes, high-bandwidth memory (HBM), and advanced packaging, lifting the global semiconductor equipment market and opening higher-value opportunities for Taiwan's industrial PC (IPC) suppliers.

Thursday 10 September 2026

Wistron, Wiwynn hit record August revenue as board approves US$200 Million for US, Vietnam expansion

Wistron and Wiwynn both posted record-high monthly revenue in August 2026 as shipments of artificial intelligence (AI) servers continue to expand. Both companies remain highly confident in the continued momentum of AI demand.

Thursday 10 September 2026

CIOE: Morphotonics draws on display background to break AR waveguide bottlenecks

At the China International Optoelectronic Expo (CIOE), Morphotonics, a Netherlands-based nanoimprint lithography company, made the case that the quickest way to reach affordable AR glasses runs through the display industry rather than the semiconductor background, where most AR lens-making equipment comes from.

Thursday 10 September 2026

Apple just put a US$700 premium on hinges — seven supply chain takeaways

These are the seven supply chain takeaways from Apple's announcements on September 9, covering new iPhone models, new AirPods, chips, and upgrades to its ecosystem.

Thursday 10 September 2026

Samsung India reportedly cuts jobs as memory costs squeeze electronics unit

Samsung Electronics' Indian unit has reportedly started cutting jobs in its TV and home-appliance businesses as higher memory-chip prices, currency weakness, and soft consumer demand squeeze margins across its local electronics operations.

Thursday 10 September 2026

Acer's PC, non-PC businesses drive 13-year revenue high

Acer posted NT$30.18 billion in revenue for August 2026, up 38.4% year-over-year, while cumulative revenue for the first eight months reached NT$214.811 billion, up 25.1%. Both August revenue and first-eight-month revenue hit their highest levels in 13 years, as the company's multi-engine business strategy continued to gain traction.

Thursday 10 September 2026

Apple bets on new sensors and S11 chip to differentiate its 2026 watches

Behind the foldable, Apple used the same event to rebuild the sensing hardware in its wearables and to push active noise cancellation down to US$129. Apple announced the Apple Watch Series 12, Apple Watch Ultra 4, and AirPods 5 in Cupertino on 9 September, and the two watches share the key upgrades: an all-new Health Sensing System and the S11 chip, which Apple calls its most powerful wearable silicon.

Thursday 10 September 2026

Apple's first foldable lands at US$1,999, and constraint is the panel

Apple has entered the foldable market at the top of it. iPhone Duo, announced in Cupertino on 9 September, starts at US$1,999 with 256GB and goes up to 2TB — above the US$1,899 Samsung charges for the wide-format Galaxy Z Fold8 — and is priced as a halo product rather than a volume one. The interesting question is not whether Apple can sell it. It is who gets to build it, and how few of them there are.

Wednesday 9 September 2026

CIOE: Luxshare bets on flat optics to solve AR glasses' weight problem

At its booth at the China International Optoelectronic Expo (CIOE), Luxshare and its camera-module affiliate Luxvisions showcased the components they believe will define the next generation of smart eyewear, pointing to weight and price as among the industry's biggest remaining obstacles.

Wednesday 9 September 2026

Weblink posts record August revenue on AI, premium computing demand

Acer subsidiary Weblink International reported record August consolidated revenue of NT$3.246 billion in 2026, up 41.52% from a year earlier, as demand for mid- to high-end computing and graphics products strengthened. The distributor also said revenue for the first eight months climbed 36.44% year-over-year to NT$25.604 billion, with both periods setting records for their respective periods.

Wednesday 9 September 2026

Sysgration expands Taiwan, US drone manufacturing as procurement plans advance

Sysgration said in August 2026 that rising demand for artificial intelligence, industrial PCs, and drone systems continued to expand its operating scale, while Taiwan's government moved closer to large-scale drone procurement. The company said the policy push is shifting into budget and purchasing stages, positioning 2026 as a key year for domestic drone buying in Taiwan.

Wednesday 9 September 2026

LCD supply could tighten by 2028 as Taiwan sells its fabs to chipmakers

LCD panel supply could tighten around 2028 as Taiwan manufacturers exit the segment faster than expected, while China uses profits from LCD to ramp OLED investment. The shift is being driven by shrinking LCD line capacity, rising demand for advanced semiconductor packaging, and continued growth in large-screen TVs.

Tuesday 8 September 2026

What to expect at CIOE, Shenzhen's optoelectronics mega-expo

This week, DIGITIMES heads to Shenzhen to cover an expo showcasing the world of optoelectronics, a class of technologies that serves as the link between electricity and light. In today's era of pervasive digital connectivity, from smart glasses to cars to phones, this event is expected to give us a glimpse into the hardware supply chain behind these devices, and increasingly behind the global AI infrastructure build-out.

Tuesday 8 September 2026

Acer Asia units post double-digit growth on strong AI orders

Acer's Asia operations posted double-digit revenue growth at three subsidiaries in the first half of 2026, led by Altos Computing, Acerpure, and Highpoint Service Network. Altos is seeing particularly strong demand for AI servers, prompting Acer's president of Pan-Asia Pacific operations Andrew Hou to say the unit will need to double its headcount to meet customer demand.

Tuesday 8 September 2026

Acer India tablet deal points to deeper push in Asia-Pacific

Acer has landed a nearly US$200 million tablet order from the state of Uttar Pradesh in India, underscoring the company's growing public-sector business in one of its fastest-expanding markets. Acer Pan-Asia Pacific operations president Andrew Hou said India revenue exceeded US$700 million in 2025 and could top US$800 million in 2026 as the company moves closer to a US$1 billion revenue target.

Monday 7 September 2026

Xiaomi warns of more India price hikes as AI squeezes the phone from both sides

The same AI boom that is filling handsets with new features is draining the memory supply that makes cheap phones possible—and in India, the world's second-largest smartphone market, buyers are paying for both. Xiaomi India's leadership told HT Tech that prices will keep climbing through the second half of 2026 as the global chip shortage persists, even as the company doubles down on AI features it says should be felt rather than seen.

Monday 7 September 2026

India roundup: India expands chip ambitions with full Semicon 2.0 notification

India's technology sector is gaining momentum across semiconductors, connectivity, AI payments, PCs, tablets and refurbished smartphones, as policy support and local manufacturing attract investment. However, supply-chain diversification, margin pressure, cautious demand and VinFast's manufacturing pause highlight challenges facing India's broader technology ambitions.

Friday 4 September 2026

India tablet market grows as business demand shifts toward premium devices

India's tablet market posted modest growth in the second quarter of 2026, a sign that enterprise demand and higher-spec devices are gaining importance for buyers worldwide. The shift toward detachable and productivity-focused tablets suggests vendors are adapting to rising costs, changing purchase patterns, and broader demand for more versatile computing options.

Friday 4 September 2026

Fujitsu says useful quantum computers may need far fewer qubits than expected

For years the quantum industry has worked on a discouraging assumption: that a machine capable of doing anything commercially useful would need a million qubits or more. Fujitsu told a Taipei audience that the number is coming down sharply, and that its own work is part of the reason.

Friday 4 September 2026

Acer broadens lineup with e-paper displays and scooters, ahead of PC industry headwinds

Acer used its next@acer global press conference at IFA 2026 in Berlin, Germany, to unveil non-PC products as part of its strategy to enhance resilience. At the event, the company introduced an e-paper display, a foldable screen, an e-scooter, and its latest gaming handheld, with chairman and CEO Jason Chen noting that Acer will continue making new products to wow consumers.

Friday 4 September 2026

India's refurbished smartphone market gains as prices push buyers toward premium used devices

India's refurbished smartphone market is expanding as rising handset prices steer consumers toward lower-cost premium models. The trend extends well beyond India, showing how rising device costs, trade-in programs, and formal resale channels could reshape smartphone access, sustainability, and upgrade cycles for buyers in other major markets as well.

Friday 4 September 2026

Acer bets on RTX, GoogleBook as on-site AI demand grows

Acer chairman and chief executive Jason Chen said artificial intelligence deployment is already underway, with enterprise customers showing a clear preference for running AI on-site rather than in the cloud. He said that trend is opening new business opportunities for Acer in on-premises AI hardware, even as the broader PC market faces inventory and pricing pressure.

Friday 4 September 2026

Nvidia sets an October launch for RTX Spark PCs, gives local AI a router

Nvidia used IFA 2026 to argue that serious AI work can run locally as well as in the cloud, pairing an October launch date for its RTX Spark Windows PCs with free software that distributes independent inference requests across compatible machines already on a local network.

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