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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...
Tuesday 6 January 2026
CES 2026: Nvidia unveils 'Vera Rubin' architecture with 10x cost efficiency, lays out roadmap to Kyber
Nvidia CEO Jensen Huang officially introduced the "Vera Rubin" platform at CES 2026 on January 6, 2026. The launch marks a pivotal shift in the company's hardware innovation cycle...
Tuesday 6 January 2026
Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026

Mobilint, a South Korean fabless AI chipmaker, announced that it will showcase its efficient and production-ready industrial edge AI processors and their real-time demonstrations...

Monday 5 January 2026
TSMC's US fabs expose structural cost gap with Taiwan

The economics of advanced semiconductor manufacturing in the US differ sharply from those in Taiwan, and TSMC's experience in Arizona...

Friday 2 January 2026
Power supply chain weighs price hikes, long-term contracts as copper price increases
In the midst of the global energy transition, expanding AI infrastructure, and rising electricity demand, international copper prices have recently remained at high levels, bringing...
Friday 2 January 2026
Smartphones and notebook prices could increase as memory lead times extend
Demand for high-bandwidth memory (HBM) is crowding out production capacity for consumer memory. Despite capacity expansions by major memory makers, including Micron, Samsung, and...
Thursday 1 January 2026
China capacity expansion and weakening end-market demand prompt cost reductions for 28nm process
The 28-nanometer process has become the most popular node among mature processes. It boasts the highest utilization rates and the strongest price support. However, market conditions...
Wednesday 31 December 2025
South Korean PCB industry faces cost challenges as AI drives raw material prices up
The South Korean printed circuit board (PCB) industry is struggling as soaring gold and copper prices, up 50% and 30% respectively since early 2025, increase production costs. Despite...
Wednesday 31 December 2025
Asustek announces price hike from January 5 amid soaring memory costs
Facing severe memory shortages and rapidly rising prices, global PC brands are implementing strategies to offset cost pressures, including price increases or maintaining prices with...
Wednesday 31 December 2025
Copper surge ends CCL price war between China and Taiwan
Amid rising concerns over global copper supply shortages, London Metal Exchange (LME) copper prices have surged nearly 40% since early 2025, significantly increasing cost pressures...
Tuesday 30 December 2025
Container shipping prices increase ahead of Lunar New Year holidays
International container shipping rates have risen for four consecutive weeks prior to the upcoming Lunar New Year holiday in mid-February 2026. However, the market has cast doubts...
Tuesday 30 December 2025
DDR4 spot prices surge 18-fold in a year; December demand cools but impact limited
Memory chip spot prices have witnessed unprecedented increases over the past year, driven by continuing shortages and supply chain adjustments. DDR4 16Gb modules have surged 18 times...
Monday 29 December 2025
Move over, Malaysia? India's emerging OSAT sector claims price parity in legacy packaging
India's first wave of OSAT facilities is moving from capacity announcements to competitive positioning, with some domestic players now benchmarking themselves against established...