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Thursday 2 April 2026
Precious metal surge drives price hikes for frequency components at TXC and Tai-Saw
Rising global economic uncertainty has fueled safe-haven demand alongside strong industrial consumption, pushing precious metal prices higher. In response, Taiwan's leading quartz...
Thursday 2 April 2026
Samsung raises prices on select 2025 flagship smartphones as chipflation and currency bite
Samsung Electronics is planning to increase the prices of certain smartphone models released in 2025, marking a rare move amid rising global chip prices and fluctuating exchange rates,...
Thursday 2 April 2026
Notebook shortages persist despite rumors of easing memory prices
Spot prices for memory have plunged by 35%, yet contract prices continue to rise. Notebook supply chain sources say there are no signs of supply easing, with shortages expected to...
Thursday 2 April 2026
Memory price surge impacts smartphone supply chain; Foxconn's structural shift key to resilience
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...
Tuesday 31 March 2026
Apple sustains growth with budget MacBook Neo and OpenClaw craze
Given rising memory costs impacting PC brands, Apple's Mac lineup has shown relative resilience, supported by two key growth drivers. First, strong sales of Apple's newly launched...
Tuesday 31 March 2026
Vera Rubin compute tray design unfinalized as Nvidia pushes supply diversification
Sources in the passive component supply chain report that Nvidia's next-generation platform architecture, Vera Rubin, is scheduled to enter mass production in the third quarter of...
Monday 30 March 2026
Senao International eyes AI and used phone demand to drive 2026 growth
Senao International's cautious 2026 outlook, outlined at a March 27 investor briefing, signals global repercussions for device makers as inflation, chip shortages, and high smartphone...
Saturday 28 March 2026
PC shipments forecast to decline further in 2026 as chipmakers rely on high-end models
Amid ongoing memory shortages and widespread component price hikes, research firms and major industry players have confirmed that PC shipments will fall in 2026 compared to 2025. Recent...
Friday 27 March 2026
DRAM and NAND costs hit 90% of smartphone prices, squeezing low-end profits
Core component costs for smartphones are surging at unprecedented rates, threatening the survival of low-priced models in the market. Nikkei reports that prices for two essential...
Friday 27 March 2026
Nvidia says quantum computing will not replace GPUs
Nvidia said quantum computing will complement rather than replace GPUs, even as Taiwan accelerates investment in quantum technology. Speaking at an industry event, the company said...
Thursday 26 March 2026
Universal Microwave Technology ramps up OISL output as LEO delivery deadlines threaten supply chains
SATELLITE 2026, the international satellite industry's premier event, runs from March 23 to 26 in Washington, where Universal Microwave Technology, Inc. will once again engage with...
Thursday 26 March 2026
Holy Stone expects AI-driven surge in MLCC demand to lift 2026 revenue
Holy Stone Enterprise expects a 20–30% rise in passive component revenue in 2026 as demand for high-power AI server components accelerates globally. Doubling AI product sales...
Thursday 26 March 2026
Dell sees stronger AI demand boosting early PC orders despite memory price hikes
Dell Taiwan general manager Terence Liao said enterprise adoption of AI will continue expanding in scope and scale through 2026. Dell has shipped Nvidia's B300 and GB300 AI servers,...
Thursday 26 March 2026
Lelon Electronics eyes 10% revenue growth in 2026 driven by automotive and AI servers
Lelon Electronics expects shipments to rise in 2026, driven by automotive electronics and AI servers, with wider supply-chain and pricing implications for global electronics manufacturers...
Monday 23 March 2026
Memory supply squeeze dents IPC profits
The semiconductor market's supply-demand imbalance is affecting more than consumer gadgets, with industrial PC (IPC) makers reporting component shortages and price hikes that dented...