Global smartphone AP industry, 2Q 2026: 2nm and memory costs to weigh on 3Q26 shipments
Apple scrambles to secure DRAM as US$1 billion worth of iPhone 18 chips reportedly await packaging
Apple and its manufacturing partners are rushing to secure mobile DRAM ahead of the expected launch of the iPhone 18 lineup, as about US$1 billion worth of next-generation processors reportedly remain unable to move into packaging without sufficient memory supply.
Largan July 2026 revenue rises 11% as CPO samples progress
Largan announced on August 5 that July revenue reached NT$4.877 billion (US$150.8 million), up 31% month-over-month and 11% year-over-year. For the first seven months, consolidated revenue totaled NT$34.086 billion, up 7% year-over-year, as the company entered the traditional peak season.
Unitree’s impending IPO draws Meituan and Tencent as investors
Chinese robotics company Unitree is entering a critical stage in its initial public offering. The IPO is expected to raise about CNY4.2 billion (approximately US$622 million), while the company’s post-listing valuation could range from CNY40 billion to CNY50 billion. It would become the first company on China’s A-share market whose primary investment theme is humanoid robotics.
CHT Security eyes double-digit full year growth with AI-driven cyber defense opportunities
CHT Security posted strong results for the first half of 2026, with consolidated revenue rising 21% year-on-year to NT$1.182 billion (US$36.6 million), net profit after tax growing 13% year-on-year to NT$251 million, and earnings per share of NT$6.16. Both revenue and profit set new highs for the period, driven by surging corporate cybersecurity demand amid growing AI adoption. Additionally, July revenue rose 9% year-on-year to NT$210 million, bringing cumulative revenue for the first seven months of the year to NT$1.392 billion, up 19% year-on-year and also marking a new high.
Samsung to pay Netlist up to US$897 million to settle memory patent dispute
Samsung Electronics will pay Netlist up to US$897 million in gross licensing fees over five years under a series of agreements that settle years of litigation and renew a commercial relationship covering server memory, high-bandwidth memory (HBM), product supply, and technology cooperation.
Primax Electronics posts higher 2Q revenue as margins come under pressure
Primax Electronics reported stronger second-quarter 2026 consolidated revenue on the back of robust shipments from new consumer audio programs and contributions from professional audio projects, while profit metrics weakened under pressure from a stronger yuan, rising component costs and product-mix changes. The Taiwan-based electronics maker said it was adopting a more cautious view of the third quarter as it expanded into AIoT, smart surveillance and robotics.
Rashi Peripherals partners with Japan’s Restar to build out India semiconductor business
Rashi Peripherals, a national distribution partner for global technology brands in India, has entered a joint venture with Japanese electronics and technology company Restar Corporation. The move pushes the distributor beyond product distribution into engineering, design, and field application support for India’s manufacturing sector, according to ScanX, IT Voice India, and CRN Asia.
Tesla taps Samsung Electro-Mechanics, LG Innotek for Cybercab camera modules, report says
Tesla has reportedly selected Samsung Electro-Mechanics and LG Innotek to supply camera modules for the Cybercab, a move that would give the South Korean suppliers a foothold in the automaker’s purpose-built robotaxi as both expand beyond smartphones into automotive and physical AI applications.