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    NEWS TAGGED COST
    Saturday 17 January 2026
    TSMC sees memory price hikes unlikely to curb demand as Apple and Samsung adapt
    Tight memory supply has driven market prices sharply higher, prompting industry expectations that 2026 PC and smartphone end-demand will face downward pressure. However, TSMC stated...
    Friday 16 January 2026
    China's solar braces for 2Q26 shakeout as export tax rebate ends
    China's solar industry is heading into a volatile period as an impending export tax policy change exposes structural strains across the supply chain, increasing the risk of a market...
    Friday 16 January 2026
    TSMC predicts rising advanced process costs; consumer SoCs may struggle to keep up
    At its earnings call on January 15, 2026, TSMC signaled that its capital expenditures for 2026 will increase to US$52-56 billion, far exceeding market expectations. On top of demand...
    Friday 16 January 2026
    Research Insight: Taiwanese network vendors face mounting cost pressures from memory shortages
    The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
    Thursday 15 January 2026
    Intel CPU squeeze forces Asus Chromebook shift to MediaTek

    For several months, the global memory market has been hit by severe supply shortages and rapid price increases. As memory makers shift...

    Tuesday 13 January 2026
    China's reusable rocket makers set their sights on SpaceX's cost edge

    After completing a Series A funding round in January 2025, SEPOCH (also known as Jianyuan Technology), a Beijing-based private aerospace...

    Tuesday 13 January 2026
    Silver, copper, and tin prices on the rise; passive component prices struggle to offset cost pressure
    The passive component industry is facing price increases because of upstream metal price fluctuations. Taiwanese manufacturers have started raising prices on tantalum capacitors, with...
    Friday 9 January 2026
    Walsin subsidiary Joyin raises prices on thermistors and varistors as silver cost surges
    Taiwan's passive component industry is experiencing another round of price increases. Joyin, a circuit protection components brand under Walsin Technology, has issued price increase...
    Friday 9 January 2026
    Largan faces challenges as memory price impacts spread
    Optical lens maker Largan Precision held an earnings briefing on January 8, 2026, during which chairman Adam Lin expressed a wary smartphone industry outlook. Surging memory prices...
    Friday 9 January 2026
    Largan Technology highlights challenges and prospects of variable aperture for 2026 flagship smartphones
    Largan Technology drew significant attention at its investor conference on January 8, 2026, revealing that US flagship smartphones are expected to adopt variable-aperture camera modules...
    Friday 9 January 2026
    Nvidia weighs CCL performance and cost for VR server, plans M8.5-grade use
    CES 2026 is in full swing, where Nvidia CEO Jensen Huang announced that the next-generation Vera Rubin architecture servers have entered full production, set to succeed the Blackwell...
    Thursday 8 January 2026
    Precious metal rally tightens electronics supply chains as silver price surge lifts component costs
    Market analysts have identified 2025 as a potential "super bull market" year for precious metals, driven by a complex mix of geopolitical tensions and supply-demand imbalances. Prices...
    Wednesday 7 January 2026
    Apple reportedly locks in NAND through 2026 ahead of DRAM price spike
    Apple has secured enough NAND flash memory to sustain production through the first quarter of 2026. But the iPhone maker is facing steep price increases for DRAM as artificial intelligence...
    Wednesday 7 January 2026
    CES 2026: Intel launches 18A Panther Lake processors as PC makers face memory cost pressures
    Intel unveiled its new Intel Core Ultra series 3 processors, codenamed Panther Lake, at CES 2026. These are the first AI PC platforms built on Intel's 18A process technology and designed...
    Wednesday 7 January 2026
    Tesla rolls out five-year zero-interest push in China as BYD widens EV lead
    As 2026 opens, the global electric vehicle (EV) market is entering a pivotal phase. Tesla China has rolled out a five-year, zero-interest financing program covering its core models...
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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook