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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...
Wednesday 24 December 2025
PC giants rush to lock in memory supply as prices surge toward a new supercycle
As the global memory market enters its sharpest price upswing in nearly five years, one top-tier PC maker has moved quickly to lock in supply, dispatching senior executives to negotiate...
Tuesday 23 December 2025
Korean chip industry faces mounting pressure from escalating power prices
Electricity costs for South Korea's domestic semiconductor manufacturing industry have reportedly surged, raising concerns over mounting cost pressures on chipmakers. Over the past...
Monday 22 December 2025
Protection component prices stabilize: Thinking Electronic pins 2026 growth on AI

Record-high precious metal prices upstream are tightening cost pressure across the passive components industry, but the impact on protection...

Sunday 21 December 2025
Notebook shipments expected to defy slow season in 1H26

Rising memory prices are prompting end customers to procure notebooks early, a shift that is expected to keep shipments steadier than...

Friday 19 December 2025
Memory shortage drives price hikes in China's PC and smartphone markets
China's 3C market has been reporting successive price hikes despite a sluggish macroeconomic environment and deflationary pressure. Xiaomi, followed by Honor, Lenovo, and Dell, have...
Friday 19 December 2025
Analysis: US leads AI in humanoid robots while China excels in cost and hardware
As humanoid robots emerge as a key technology riding the wave of AI, the US and China are rapidly forming two competing camps. Industry insiders analyzing their strengths say the...