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Friday 3 July 2026
Chinese NOR Flash supplier Giantec raises prices 25% as memory market risks persist

China's memory price rally continues to gather momentum. Giantec Semiconductor Corporation, a Chinese NOR flash supplier, recently...

Friday 3 July 2026
Exclusive: Chinese automakers pursue overseas production to shape future vehicle standards
China's automakers are pushing more aggressively into overseas manufacturing as electric vehicle (EV) growth meets weaker margins, tougher competition, and rising trade barriers. The...
Friday 3 July 2026
UBTech CEO says robots will take over most physical jobs in 20 years
UBtech Robotics founder and CEO Jian Zhou said at the company's 2026 global launch event that humanoid robots will gradually take over most physical and repetitive work within the...
Friday 3 July 2026
Cheng Mei accelerates semiconductor shift as polarizer market faces cost pressure

Cheng Mei Materials is expanding into semiconductor materials to support supply chain adjustments for outsourced chip assembly and...

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
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
Yageo to raise capacitor prices, extending AI cost pressure to EMS and OEM customers
Leading passive components supplier Yageo is reportedly set to raise capacitor prices across the board from July 1, according to supply chain sources. The price hikes will cover tantalum...
Wednesday 1 July 2026
OpenAI engineers claim to discover way to cut inference costs in half
OpenAI engineers claim to have figured out a way to halve the costs of inference using its models, according to The Information. The development comes as AI model developers...
Wednesday 1 July 2026
Tenstorrent's Jim Keller says startup will outpace Cerebras as AI chip competition intensifies

AI chip competition is widening beyond raw performance, a shift that matters for global cloud providers, device makers, and investors...

Wednesday 1 July 2026
China's price war cuts humanoid robot hand costs in half — but precision parts resist

Competition in China's humanoid robot market is driving down prices for dexterous hands and other key parts, with implications for...

Wednesday 1 July 2026
Anthropic's Sonnet 5 delivers near-Opus performance at 60% lower cost as export ban lifts
The US Commerce Department on June 30 removed export restrictions on two of Anthropic's most advanced AI models, ending a roughly three-week freeze that had disrupted enterprise and...
Wednesday 1 July 2026
The price behind India's investment boom

India, the world's most populous democracy, is pushing hard to expand transport and power infrastructure to support manufacturing and...

Wednesday 1 July 2026
Taiwan's connector makers head into 2H26 on AI demand, but face rising costs and supply constraints
AI-driven demand is expected to keep Taiwan's connector industry on a growth trajectory in the second half of 2026, with AI servers, data centers and high-speed interconnects continuing...
Wednesday 1 July 2026
LCD TV panel makers face a softer peak season as demand weakens and costs climb
Liquid-crystal-display (LCD) TV panel makers face a muted peak season in the second half of 2026, as weaker demand, rising material costs, and looser supply-demand conditions put pressure...
Tuesday 30 June 2026
TSMC fast-tracks CoPoS—whole supply chain under gag order

TSMC is accelerating CoWoS capacity expansion while also pushing ahead with next-generation panel-level packaging, CoPoS, aiming to...