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    GigaDevice expands into DRAM, reshaping China's memory supply chain
    Apr 20, 18:35
    Samsung Display captures nearly 60% of iPhone panel supply in 2025
    Apr 20, 18:35
    Memory price hikes shift OLED panel growth from smartphones to notebooks and AI PCs in 2026
    Apr 20, 18:35
    Exclusive: US lithium battery supply tight amid EV slowdown, storage demand surges
    Apr 20, 18:35
    ASML memory revenue surpasses logic chips in 1Q26 amid AI-driven HBM demand
    Apr 20, 18:35
    Apple faces chip supply challenges for MacBook Neo, plans diversified configurations
    Apr 20, 18:35
    NEWS TAGGED COST
    Thursday 19 March 2026
    Analysis on Micron's strategic pivot: de-commoditizing the memory industry

    The most significant revelation from CEO Sanjay Mehrotra during Micron's earnings call was the structural shift in how the company engages with...

    Thursday 19 March 2026
    Column: Cheap tokens are masking an expensive problem
    The cost of running an AI query has fallen by roughly 99% over the past two years. That should be a story about savings. Instead, it's a story about demand.
    Wednesday 18 March 2026
    Adata profits soar on memory price rally amid supply crunch
    Memory module maker Adata reported a sharp surge in January profit as rising memory prices and AI-driven demand tightened global supply.
    Wednesday 18 March 2026
    In-depth: China's AI 'five-layer cake'— impressive on the outside, underbaked in the middle
    Jensen Huang's "five-layer cake" model for AI is a tidy recipe: energy, chips, infrastructure, models, applications — stacked in order. Applied to China, the cake looks polished...
    Wednesday 18 March 2026
    Oppo seeks to offset component cost pressures with global expansion and premium push
    Oppo is preparing to cushion its smartphone business against rising component costs, particularly memory, after reaching annual shipments of around 100 million units. The company is...
    Wednesday 18 March 2026
    Meta accelerates AI ASIC roll-out as Broadcom secures four-generation chip design deal
    Meta recently announced plans to launch four generations of ASIC product lines over the next two years, including the already mass-produced MTIA 300 and upcoming MTIA 400, 450, and...
    Tuesday 17 March 2026
    MSI to increase gaming product prices by up to 30% as memory costs spike
    With artificial intelligence (AI) demand surging and key components such as memory in tight supply, Micro-Star International (MSI) chairman Joseph Hsu and president Jeans Huang said...
    Tuesday 17 March 2026
    MetaX GPU push delivers growth, not profit, as losses hit US$560 million

    MetaX, one of China's most closely watched domestic GPU developers, remains loss-making despite rapid revenue growth. According to Sina,...

    Tuesday 17 March 2026
    Inter Battery 2026: Global battery market still centered on LFP
    Rapid growth in global electric vehicle (EV) and energy storage demand is accelerating shifts in the battery industry landscape. South Korea's three major battery makers, LG Energy...
    Monday 16 March 2026
    IC design houses push 12-inch chips as 8-inch process price hikes loom
    The chip market is facing a wave of price increases, with IDM companies issuing hike notices and foundries preparing to raise prices for the 8-inch wafer process amid current supply-demand...
    Sunday 15 March 2026
    PCB supply chains feel the heat of Middle East
    The Middle East conflict is scorching more than just the region. Disrupted shipping lanes and tightening energy supplies are driving up costs across the printed circuit board (PCB)...
    Saturday 14 March 2026
    DRAM maker Nanya's custom AI memory gains traction with 10+ clients
    AI-driven demand for high-bandwidth memory (HBM) is pushing Taiwanese memory suppliers toward lower-power, high-bandwidth alternatives. Nanya Technology Corp. (NTC) said its Ultra...
    Friday 13 March 2026
    Exclusive: Middle East conflict and AI demand drive cost pressures; supply chain shifts procurement risks to clients
    The Middle East conflict and rising AI data center demand have intensified raw material shortages and price hikes across the supply chain. Manufacturers increasingly adopt a "shift-to-client...
    Friday 13 March 2026
    Memory prices hit Chromebook hardest, even with AI boom
    Increasing prices for memory and storage components are reshaping the global PC market, with research firms warning that low-end computing devices will face severe cost pressure. Major...
    Wednesday 11 March 2026
    Apple's India iPhone output reaches 25% as production shifts from China

    Apple significantly expanded iPhone production in India in 2025, increasing output by about 53% as the company seeks to reduce its dependence...

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    BIZ FOCUS
    Feb 9, 08:00
    iCatch and DXOMARK Establish Taiwan's First Next Generation Imaging Laboratory
    Friday 6 February 2026
    2026 Market Outlook: Key Opportunities & Risks to Watch
    Thursday 5 February 2026
    Attopsemi Scales I-fuse Technology to 7nm following 12nm Silicon Success
    Wednesday 4 February 2026
    Teaching Machines to Feel the World TOUCH Lab Redefines Sensing
    biz
    RESEARCH INSIGHTS
    Weekly research roundup: Qualcomm's AI strategy, memory giants and updated 2026 smartphone outlook