Amid soaring memory prices, manufacturers have repeatedly lowered 2026 shipment targets for smartphones, PCs, and other consumer electronics, triggering a ripple effect across the...
The global electronics supply chain is facing a cost shock not seen in years. War in Iran, surging AI demand, and tight capacity are simultaneously driving up prices across raw materials,...
Driven by applications such as AI high-speed computing, electric vehicles (EVs), and 5G/6G communications, demand for high-frequency, high-speed PCB materials has surged. Copper-clad...
China's semiconductor equipment market is emerging as a critical growth engine for South Korean suppliers, driven by accelerating AI deployment and tighter restrictions on US vendors...
E Ink Holdings (EIH) posted record revenue and operating profit in 2025, as rising AI-related power demand and energy constraints are driving adoption of low-power display technologies,...
AI data center demand is tightening memory supply while NAND makers phase out low-capacity legacy nodes. Shenzhen Techwinsemi Technology said rising NAND prices are squeezing margins...
The explosive growth in artificial intelligence (AI) servers and high-performance computing (HPC) is driving up the value of key components like ABF substrates. With ongoing bottlenecks...
Samsung Electronics is accelerating the introduction of next-generation manufacturing equipment at its semiconductor facility in Austin, Texas, as part of a broad upgrade program aimed...
Intel's US$14.2 billion buyback of its Ireland fab stake signals a shift beyond austerity, reflecting improved finances, renewed confidence in AI-driven CPU demand, and a strategic...
Rising demand for computing power from generative AI and the semiconductor industry's move toward high-performance computing are reshaping the smartphone supply chain, with global...
Japan-based NAND flash maker Kioxia has formally issued an end-of-life (EOL) notice for a wide range of legacy NAND products, underscoring an industry-wide shift toward advanced 3D...
