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    Friday 6 February 2026
    AI smartphone upgrades trigger memory cost shock, pushing low-end models to the brink
    The smartphone sector is entering a new hardware upgrade cycle driven by AI. Yet the impact is proving far more disruptive than positive. Rapidly rising memory prices are reshaping...
    Friday 6 February 2026
    Infineon announces price hikes up to 25%; Taiwanese power semiconductor makers plan to follow in 2Q26
    Given frequent price increases across precious metals, wafer foundry services, and packaging and testing, Infineon's announcement of price increases is very telling for the market...
    Friday 6 February 2026
    Google's efficiency breakthrough shows search thriving, not dying, from AI
    Alphabet Inc. has delivered a resounding answer to the biggest question hanging over its future: Artificial intelligence is not eating its core business—it is expanding it.
    Friday 6 February 2026
    Senao Networks warns memory shortage may cut 30% of orders and shipments in 1H26
    The ongoing memory price surge and supply shortage are increasingly disrupting the networking industry's shipment schedules. Multiple network equipment manufacturers expect this supply-demand...
    Thursday 5 February 2026
    Packaging costs rise as Chinese MCU makers push price hikes despite weak demand
    Amid rising wafer fab and raw material costs, Chinese MCU maker Cmsemicon led a 15-50% price increase to curb losses in the sluggish MCU market. Despite packaging firms signaling price...
    Thursday 5 February 2026
    Analysis: Tesla Optimus production strategy tied to China's robotics supply chain
    Elon Musk plans to localize production of Tesla's Optimus humanoid robot in the US, with final assembly set for California and Texas. However, analysts and industry sources say the...
    Wednesday 4 February 2026
    PC price hikes in 2026 challenge IC design houses to rely on spec upgrades
    Major PC brands and chip suppliers have recently warned that price increases for PC products in 2026 are likely unavoidable. Rising costs of memory and many other components continue...
    Tuesday 3 February 2026
    Rising memory prices add cost pressures for IC design houses
    Rising memory prices are creating fresh cost challenges for IC design firms, particularly those producing chips with embedded memory. While most chip designers feel the impact indirectly,...
    Monday 2 February 2026
    China's auto industry hits record low 4.1% profit margin in 2025
    China's automotive sector faces mounting profit pressure despite growing sales volume, with the average profit margin dropping to a near five-year low of 4.1% in 2025, according to...
    Monday 2 February 2026
    AR glasses flop amid continued pressure to cut costs
    AR glasses are no longer newcomers to the tech industry, but their development remains constrained by high costs. On January 30, 2026, Kinko Optical held the opening ceremony for its...
    Sunday 1 February 2026
    Transsion profits halved in 2025 because of memory price increases
    The smartphone industry is bearing the brunt of rising memory prices, and the impact is most evident in mid- to low-end models. Transsion, the Chinese smartphone maker regarded as...
    Saturday 31 January 2026
    Shenzhen Ingchips joins domestic chipmakers in raising prices as cost pressures mount

    Shenzhen Ingchips Technology has joined Goke Microelectronics and Cmsemicon in announcing price increases, highlighting mounting cost...

    Friday 30 January 2026
    Analysis: Apple hits record quarter as iPhone 17 demand outstrips chip supply
    Apple Inc. delivered a record-breaking quarter, fueled by surging demand for the iPhone 17 even as rising chip costs and tightening memory supply began reshaping its margins and supply-chain...
    Friday 30 January 2026
    Apple posts historic US$143.8 billion quarter as China revenue climbs 38%

    Apple has reported record financial results for its fiscal 2026 first quarter, ending December 27, 2025. The company achieved all-time highs in...

    Thursday 29 January 2026
    China's MCU sector trends from price cutting to margin repair
    China's microcontroller (MCU) vendors have started raising prices, led by Cmsemicon's increases across MCU and related products, marking the first upward move in a market that has...
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    iTCAjBest AI Awards 2026
    BIZ FOCUS
    Feb 4, 08:00
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    Tuesday 3 February 2026
    Asia FinTech Alliance (AFA) Announces Leadership Election Results
    Monday 2 February 2026
    Smiths Interconnect to Showcase Next-Generation Test Solutions at DesignCon 2026
    Friday 30 January 2026
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook