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    AI upgrade drives surge in high-capacity NOR flash shortages and price hikes
    6h 9min ago
    2026 Lunar New Year becomes AI battleground among China's tech giants
    6h 9min ago
    China memory giants expand DRAM and HBM capacity amid strong local demand
    6h 9min ago
    Tesla's 4680 battery technology rebounded with dry electrode breakthrough
    6h 9min ago
    Yield rates to determine market share: Samsung and SK Hynix ready with 16-layer HBM4
    6h 9min ago
    AI drives ODM/EMS growth amid weak consumer electronics in 2025
    6h 9min ago
    NEWS TAGGED COST
    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...
    Thursday 29 January 2026
    Cmsemicon triggers MCU, NOR Flash price hikes of up to 50% in widening China chip cost cycle
    Chinese microcontroller (MCU) supplier Cmsemicon has raised prices on its MCU and NOR Flash products by 15% to 50%, citing tighter chip supply and higher packaging and testing costs...
    Thursday 29 January 2026
    IPC cost and memory supply pressures accelerate product upgrades
    The surge in AI demand is driving massive memory consumption, pushing the memory industry into a bullish phase. Market consensus expects tight memory supply and demand conditions to...
    Wednesday 28 January 2026
    LG Display returns to profitability as LCD exit takes effect
    LG Display (LGD) announced that it returned to profitability in 2025, marking its first annual profit in four years since 2021. The turnaround was driven by its exit from the large-size...
    Wednesday 28 January 2026
    Exclusive: Nvidia to reportedly shift 2028 chip production to Intel, reshaping TSMC strategy
    TSMC's dominance in advanced process and packaging has made it a prime target amid US manufacturing mandates. Chip customers now face mounting pressure to diversify supply chains due...
    Wednesday 28 January 2026
    KGD joins memory price rally with China vendor raising prices by up to 80%
    A fresh wave of memory price hikes is sweeping across the semiconductor supply chain, spreading from AI memory products into manufacturing, packaging, and testing, and upstream materials...
    Wednesday 28 January 2026
    Ta-i Technology raises chip resistor prices from February as a cost squeeze mounts
    The chip resistor supply chain is seeing another round of price hikes as major passive component manufacturers Yageo and Walsin Technology initiated the first wave. Taiwanese firm...
    Tuesday 27 January 2026
    Apple, Qualcomm rethink heavy reliance on TSMC as costs rise

    Even as TSMC retains a clear technological lead in advanced process nodes, Apple and Qualcomm are reassessing how heavily they rely...

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    supermicro2
    BIZ FOCUS
    Jan 30, 08:00
    BIWIN Mini SSD Ecosystem Application Seminar Concluded Successfully
    Friday 30 January 2026
    The Future of Online Gaming Entertainment
    Wednesday 28 January 2026
    Lightmatter and GUC Partner to Produce CPO Solutions for AI Hyperscalers
    Wednesday 28 January 2026
    Ministry of Economic Affairs Launches 2026 Best AI Awards
    Special Report
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook