China's Ministry of Commerce (MOFCOM) has tightened export controls on dual-use items to Japan, underscoring the growing strategic role of rare earth elements amid complex geopolitical...
Leading smartphone system-on-chip (SoC) manufacturers will fully adopt the 2nm process node in 2026, a move expected to significantly increase production costs and reshape competitive...
Memory price increases are significantly affecting consumer electronics, with smartphones and notebooks facing the greatest challenges, while TVs experience milder but still notable...
In early 2026, global memory prices continued their steep climb, intensifying cost pressures on the consumer electronics industry. This trend has sparked a notable shift in China's...
As electric vehicles and autonomous driving technologies spread rapidly, and as automotive electrical and electronic (E/E) architectures grow more centralized, the value of semiconductors...
TSMC posted record fourth quarter 2025 results driven by strong demand for its 3nm and 5nm process families, with a gross margin of 62.3%, surpassing prior guidance of 59-61%. The...
Even as end-market demand shows little sign of a sustained recovery, China's LED display industry has begun a fresh round of price increases, underscoring mounting cost pressures across...
Despite significant jumps in memory costs threatening smartphone affordability, Oppo has chosen to enhance rather than downgrade its latest A6 mid- to low-end models. The company retained...
Realme, once an independent smartphone brand, will be reintegrated as a sub-brand under Oppo in a strategic move to enhance competitive positioning. This realignment will see Oppo...
Humanoid robots and embodied intelligence were huge at CES 2026. Dexterous hands are a key component that determines the upper limits of a robot's manipulation capabilities. Despite...
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...
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...
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...
The surge in artificial intelligence (AI) applications has pushed cloud service providers to increase capital expenditures on data centers, prompting major memory manufacturers to...
