Industry Insights

Industry Insights

2026-10-28

TSMC Weighs a 10%-20% Price Hike for Advanced Packaging: CoWoS Capacity Tightens as AI Chip Cost Pressure Spreads Through the Supply Chain

On October 27, Taiwan’s Commercial Times, citing supply-chain sources,…

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Industry Insights

2026-10-28

Rockchip Delivers Its 2026 Q3 Report: First Three Quarters Reach RMB 4.449 Billion in Revenue and RMB 1.332 Billion in Net Profit as On-Device AI Chips Scale Across the Board

On the evening of October 26, Rockchip (603893.SH) officially released its 2…

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Industry Insights

2026-10-27

MYIR Launches Its Third SMARC 2.2 Core Board MYC-JS8MPQ: Powered by the NXP i.MX 8M Plus, a 2.3 TOPS NPU Rounds Out Mid-Tier Edge AI Computing

Another major player joins the embedded board market. According to MYIR&#821…

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Industry Insights

2026-10-27

Observations From the 2026 AI Industry Conference: AI-Empowered New-Type Industrialization Accelerates as “Production Lines, Scenarios, Deployment” Become the Buzzwords

From October 14 to 16, the 2026 AI Industry Conference was held in Jinan, Sh…

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Industry Insights

2026-10-27

Siemens Embeds “Factory Agents” Deep Into Its Flagship Enterprise System: Teaming Up With the NVIDIA FOX Blueprint, Industrial AI Moves From Point Tools to Production-Line Agents

In October 2026, Siemens, the global industrial software giant, took a decis…

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Industry Insights

2026-10-27

ASML Posts Record 11.7 Billion Euro Q3 Revenue and Raises Full-Year Guidance for the Third Time This Year: The AI-Driven Equipment Boom Keeps Beating Expectations

On October 21, 2026, ASML, the world’s lithography equipment leader, d…

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Industry Insights

2026-10-27

CITIC Securities Stays Bullish on the Domestic Semiconductor Equipment Chain: Over 6,500 Professional Buyers at the 2026 Wanxin Expo, Order Momentum Expected to Extend Into 2028/2029

On October 23, CITIC Securities published its latest research report, mainta…

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Industry Insights

2026-10-26

SEMI Forecasts 11.8% Growth in Global Silicon Wafer Shipments for 2026: AI Drives All-Round Expansion, with Record Highs Expected Through 2029

SEMI (Semiconductor Equipment and Materials International) released its annu…

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Industry Insights

2026-10-26

Infineon and Wolfspeed Expand 200mm Silicon Carbide Wafer Supply Agreement: Power Semiconductors Enter a New Cycle of Large-Wafer Transition

On October 15, 2026, Infineon and Wolfspeed announced an expanded and extend…

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Industry Insights

2026-10-26

NVIDIA’s AI-RAN Push Accelerates: T-Mobile Completes the World’s First Commercial AI-RAN Call as Base Stations Become Edge Computing Gateways

On October 21, NVIDIA disclosed that T-Mobile had completed the world’…

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Industry Insights

2026-10-26

EVOC Launches the AIB-3600 Industrial AI Computer: A 275 TOPS Millisecond-Level Compute Foundation Filling the Edge Computing Vacuum on Production Lines

EVOC (Yanxiang Intelligent Technology) recently launched the AIB-3600 indust…

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Industry Insights

2026-10-26

RISC-V China Summit Closes as Ecosystem Gains Momentum: Architecture Now Holds 25% of the Global Processor Market in 2026

The 6th RISC-V China Summit concluded in Shenzhen on October 20. Industry ex…

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