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    ASML and Applied Materials enter advanced packaging, challenging South Korea's HBM edge
    7h 1min ago
    Samsung aims to boost foundry utilization rate to over 60% in first half of 2026
    7h 2min ago
    Samsung's Taylor fab reportedly orders South-Korean-made EUV pellicle equipment
    7h 3min ago
    Taiwanese firms remain cautious amid AI bubble debate
    7h 3min ago
    Europe's fuel engine phase-out challening with strict carbon regulations and talent lost to China
    7h 3min ago
    BOE production issues with iPhone OLED give Samsung Display chance to take over
    7h 3min ago
    Tesla's BEV moat faces challenges from Europe's depth and China's speed
    7h 3min ago
    TSMC and Samsung reduce 8-inch wafer capacity, but oversupply still remains
    7h 3min ago
    NEWS TAGGED COST
    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...

    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 SK...
    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 backend...
    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...

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    NTN special report
    BIZ FOCUS
    Jan 6, 16:39
    MSI Unveils Full Lineup of AI Products at CES 2026
    Tuesday 6 January 2026
    SK hynix Showcases Next Generation AI Memory Innovation at CES 2026
    Tuesday 6 January 2026
    Mobilint Brings Award-Winning Edge AI Hardware to the Global Stage at CES 2026
    Tuesday 6 January 2026
    Skyted's Sound Bubble at CES 2026
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    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook