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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...
Friday 26 June 2026
Supply chain dismisses Vera Rubin doubts, sees ramp from 3Q26
Nvidia GPU server supply-chain vendors say the product transition will finish in second quarter 2026, setting up an upswing from the third quarter as demand stays strong and partners...
Thursday 25 June 2026
AI server demand drives sharp price gains in high-end MLCCs
Rising demand for AI server builds is tightening the global supply of high-end MLCCs, driving steep price increases in China's electronics distribution market and exposing how quickly...
Thursday 25 June 2026
China PC shipments fall as Huawei gains ground in weakening market
China's personal computer market weakened in the first quarter of 2026, with shipments down 2% from a year earlier, according to Omdia. The decline reflects softer consumer demand,...
Tuesday 23 June 2026
Smartphone demand and chip supply pressures cloud 2H26 peak season outlook
Market sentiment toward the smartphone industry remains subdued. On the demand side, global smartphone sales have declined for several consecutive weeks during the second quarter of...
Tuesday 23 June 2026
AI power systems drive snap-in capacitor demand; Chinsan gains from order spillover

Demand in the passive component market has rebounded alongside the rapid buildout of AI data centers. While Japanese suppliers continue...

Monday 22 June 2026
Memory costs push Samsung Galaxy A37 pricier as S26 holds steady

AI-driven memory price spikes are presenting a challenge for Samsung's smartphone business, with rising component prices eroding the...

Monday 22 June 2026
India roundup: Apple's India manufacturing bet faces reminder of operational risks after Tata probe closure

India is accelerating its electronics manufacturing ambitions through AI infrastructure, semiconductor...

Friday 19 June 2026
China chip supply chain feels squeeze from AI server MLCCs to 8-bit MCUs
China's semiconductor supply chain is showing fresh signs of pricing strain, with microcontroller unit (MCU) makers and passive component suppliers facing rising costs, tighter capacity,...
Thursday 18 June 2026
Panjit ramps investment in AI and automotive as book-to-bill rises to 1.5

Panjit International announced at its shareholders' meeting on June 18 that it will pursue a "dual-engine" growth strategy focused on automotive...

Wednesday 17 June 2026
WFE Technology to transform into holding company, eyeing smart building growth
Electronic components distributor WFE Technology has launched a transformation plan to become an investment holding company. The company said smart building demand is boosting its...