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Thursday 2 July 2026
Passive component suppliers regain momentum on AI server and auto demand

Taiwan's passive component suppliers are entering the second half of 2026 with stronger order momentum, as demand from AI data centers,...

Thursday 2 July 2026
India's smartwatch leader enters smartphone market despite surging memory cost
Fire-Boltt is expanding beyond wearables into smartphones, a move that could shape India's budget-device market and add another local contender to a segment dominated by Chinese brands...
Thursday 2 July 2026
Huawei raises prices despite China smartphone gains, exposing AI cost squeeze
Huawei's planned July price increase shows that China's smartphone cost crunch has moved from supplier negotiations to consumer pricing, even for a domestic brand gaining market sh...
Wednesday 1 July 2026
Global auto supply chain braces for fiercer 3Q26 profit battle
The global automotive supply chain remained in turmoil in the first half of 2026 due primarily to geopolitical challenges and subsidy adjustments in Europe, the US, and China, as well...
Tuesday 30 June 2026
Lenovo warns elevated memory prices could become the new norm beyond 2030

Memory price inflation has emerged as one of the biggest challenges facing the consumer electronics industry, with Apple, Microsoft,...

Tuesday 30 June 2026
Commentary: AI memory boom rewrites chip pricing power, leaving Apple searching for leverage with CXMT

For more than a decade, Apple built one of the industry's most profitable business models by using its purchasing power to drive down...

Tuesday 30 June 2026
Networking demand stays resilient in 3Q26, but component shortages and price hikes cloud outlook
The networking industry is entering its traditional third-quarter peak season, with demand remaining robust in 2026 as AI infrastructure upgrades and the adoption of Wi-Fi 7 continue...
Tuesday 30 June 2026
Notebook supply chains brace for weaker 2026 peak season

Notebook supply chains are preparing for a softer-than-usual 2026 peak season, with shipments expected to ease from the third quarter...

Tuesday 30 June 2026
Analysis: Will 3Q26 be peak season? Cloud AI stands alone; demand signals become distorted
As the electronics industry enters the second half of 2026, it is approaching what has traditionally been the peak season for demand. However, macroeconomic and geopolitical factors...
Tuesday 30 June 2026
Taiwanese smartphone shipments face deeper pressure as component costs rise
Rising inflation and higher prices for memory and processors are squeezing smartphone shipments in Taiwan, with the market's recovery likely to remain uneven for many readers worldwide...
Monday 29 June 2026
Taiwan smartphone shipments rose in May despite higher component costs
Taiwan's smartphone market saw shipments expand in May as Mother's Day buying and demand for AI-enabled premium models offset rising upstream component costs, industry participants...
Monday 29 June 2026
Musk backs Cook as AI memory crunch drives Apple price hikes

Apple has abruptly raised prices for Mac computers, iPads, and Vision Pro in the US, underscoring how the AI infrastructure boom is...

Monday 29 June 2026
Exclusive: Winbond sees AI making memory a strategic resource, maps next growth in DRAM and Flash

AI is turning memory from an inventory risk into a strategic resource. As memory becomes integral to platform and system design, customers...

Saturday 27 June 2026
The Tata Electronics leak is overwhelmingly an Apple data set, file index shows
Tata Electronics, the Indian contract manufacturer that assembles iPhones and supplies other global technology companies, has confirmed a cybersecurity incident after the extortion...
Friday 26 June 2026
Taiwan IPC maker IEI Integration's margin fell to 28% in Q1, but rebound is coming
IEI Integration said its first-quarter margin was squeezed by higher component costs and a changing product mix, but it expects a second-quarter rebound as high-end video conferencing...